300957 (v.3) Finance (Plan Construction) 319

Area:

School of Economics and Finance

Credits:

25.0

Contact Hours:

3.0

Laboratory:

1 x 1 Hours Weekly

Seminar:

1 x 2 Hours Weekly

Prerequisite(s):

    2807 (v.5) Finance (Managerial) 212 or any previous version
    OR
    12607 (v.3) Finance (Principles) 215 or any previous version
AND
6798 (v.4) Taxation 301 or any previous version
AND
12970 (v.4) Finance (Personal) 220 or any previous version
AND
12973 (v.3) Estate Planning 326 or any previous version

Co Requisite(s):

12972 (v.3) Superannuation and Retirement Planning 321 or any previous version

Syllabus:

Examination of the prospective client. Data gathering, client needs and strategies, plan preparation, developing the plan to CFP standard, implementation, and review.

Unit Outcomes:

At the end of this course, the student will have- An understanding of the legal, ethical, and professional requirements of providing comprehensive financial advice. Applied the basic financial strategies applicable to various age groups. Understand the practical issues of obtaining relevant data. Have the ability to build a comprehensive financial plan "tool-kit" for future use. Be able to prepare a comprehensive financial plan. Able to implement the financial plan and conduct a review of a financial plan.

Text and references listed above are for your information only and current as of September 30, 2003. Please check with the unit coordinator for up-to-date information.

Unit References:

Beal, D. and McKeown, W. (2001) (plus updates), Personal Finance,Milton, Queensland, John Wiley & Sons Australia Ltd. CCH 2001/2002 Australian Master Tax Guide, Sydney, CCH Australia Ltd. CCH 2001/2002 Australian Master Superannuation Guide, Sydney, CCHAustralia Ltd. Centrelink 2001, 'Centrelink information-a guide to payments and services 1999-2000', Canberra. Renton, N.E. 1999, Wills and Estate Planning: A Plain English Guide for Ordinary Australian Families, Elsternwick Wrightbooks. Smith, B. andKoken, E. 2001, Tax and Social Security, Australian Taxpayers, Sydney. Smith, B. and Koken, E. Tax and Remuneration Planning, Australian Tax Practice, Sydney. July 1999 and digital update. Smith, B. and Koken, E. Allocated Pensions and Annuities, Australian Taxpayers, Sydney. Smith, B. and Koken, E. Retirement Income Streams, 2nd Edition, Australian Taxpayers, Sydney.

Unit Texts:

CCH 2001/2002 Australian Master Financial Planning Guide, Sydney, CCH Australia Ltd.

Unit Assessment Breakdown:

Examination 50%, Major Project 50%. This is by grade/mark assessment.

Year	Location	Period	Internal	Area External	Central External
2004	Bentley Campus	Semester 1	Y
2004	Bentley Campus	Semester 2	Y