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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
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Co Requisite(s): | 12972 (v.3) Superannuation and Retirement Planning 321 or any previous version
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Syllabus: | Examination of the prospective client. Data gathering, client needs and strategies, plan preparation, developing the plan to CFP standard, implementation, and review. |
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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. |
Texts and references listed below are for your information only and current as of September 30, 2003. Some units taught offshore are modified at selected locations. Please check with the unit coordinator for up-to-date information and approved offshore variations to unit information before finalising study and textbook purchases. |
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. |
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Unit Assessment Breakdown: | Examination 50%, Major Project 50%. This is by grade/mark assessment. |
Field of Education: | 81101 Banking and Finance | HECS Band (if applicable): | 2 |
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Extent to which this unit or thesis utilises online information: | Informational | Result Type: | Grade/Mark |
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Availability
| Year | Location | Period | Internal | Area External | Central External | | 2004 | Bentley Campus | Semester 1 | Y | | | | 2004 | Bentley Campus | Semester 2 | Y | | |
Area
External | refers to external course/units run by the School or Department, offered online or through Web CT, or offered by research. |
Central
External | refers to external course/units run through the Curtin Bentley-based Distance Education Area |
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