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. **

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.

** 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:

81101 Banking and Finance

HECS Band (if applicable):

Extent to which this unit or thesis
utilises online information:

Informational

Result Type:

Grade/Mark

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