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): |
2 |
|
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 |
|
