300957 (v.3) Finance (Plan Construction) 319
| Area: | School of Economics and Finance |
|---|---|
| Credits: | 25.0 |
| Contact Hours: | 3.0 |
| Tuition Patterns: | The tuition pattern provides details of the types of classes and their duration. This is to be used as a guide only. Precise information is included in the unit outline. |
| Tutorial: | 1 x 1 Hours Weekly |
| Seminar: | 1 x 2 Hours Weekly |
| Prerequisite(s): |
6798 (v.4)
Taxation 301
or any previous version
OR 11041 (v.5) Taxation 231 or any previous version AND 12970 (v.4) Finance (Personal) 220 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. |
| Unit references, texts, outcomes and assessment details | The most up-to-date information about unit references, texts and outcomes, will be provided in the unit outline. |
| Field of Education: | 081101 Banking and Finance |
| Result Type: | Grade/Mark |
Availability
| Year | Location | Period | Internal | Partially Online Internal | Area External | Central External | Fully Online |
|---|---|---|---|---|---|---|---|
| 2012 | 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
