Courses Handbook 2008

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
    OR
    11041 (v.4) Taxation 331 or any previous version
AND
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 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
2008 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

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