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300957 (v.2) Finance (Plan Construction) 319 Area:School of Economics and Finance Contact Hours:3.0 Credits:25.0 Laboratory:1 x 1 Hours Weekly Seminar:1 x 2 Hours Weekly Prerequisite(s): 2807 (v.4) Finance (Managerial) 212 or any previous version OR 12607 (v.2) Finance (Principles) 215 or any previous version AND 6798 (v.3) Taxation 301 or any previous version AND 12970 (v.3) Finance (Personal) 220 or any previous version AND 12973 (v.2) Estate Planning 326 or any previous version Co Requisite(s):12972 (v.2) Superannuation and Retirement Planning 321 or any previous version 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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