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

Area:	School of Economics and Finance
Credits:	25.0
Contact Hours:	3.0
The tuition pattern below provides details of the types of classes and their duration. This is to be used as a guide only. For more precise information please check your unit outline.
Tutorial:	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 OR 11041 (v.4) Taxation 331 or any previous version AND 12970 (v.4) Finance (Personal) 220 or any previous version AND 12972 (v.3) Superannuation and Retirement Planning 321 or any previous version AND 12973 (v.3) Estate Planning 326 or any previous version AND 300958 (v.3) Finance (Risk and Insurance) 309 or any previous version
Syllabus:	Examination of the prospective client. Data gathering, client needs and strategies, plan preparation, developing the plan to certified financial planner (CFP) standard, implementation and review.
To ensure that the most up-to-date information about unit references, texts and outcomes appears, they will be provided in your unit outline prior to commencement.
Field of Education:	081101 Banking and Finance
SOLT (Online) Definitions*:	Informational *Extent to which this unit or thesis utilises online information
Result Type:	Grade/Mark

Availability

Year	Location	Period	Internal	Partially Online Internal	Area External	Central External	Fully Online
2010	Bentley Campus	Semester 2	Y

Area External refers to external course/units run by the School or Department or offered by research.

Central External refers to external and online course/units run through the Curtin Bentley-based Distance Education Area

Partially Online Internal refers to some (a portion of) learning provided by interacting with or downloading pre-packaged material from the Internet but with regular and ongoing participation with a face-to-face component retained. Excludes partially online internal course/units run through the Curtin Bentley-based Distance Education Area which remain Central External

Fully Online refers to the main (larger portion of) mode of learning provided via Internet interaction (including the downloading of pre-packaged material on the Internet). Excludes online course/units run through the Curtin Bentley-based Distance Education Area which remain Central External