FNCE5004 (v.1) Advanced Financial Plan Construction
| Area: | School of Economics, Finance and Property |
|---|---|
| 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. |
| Seminar: | 1 x 3 Hours Weekly |
| Equivalent(s): |
301340 (v.4)
Financial Plan Construction 519
or any previous version
|
| Prerequisite(s): |
11945 (v.6)
Taxation 531
or any previous version
OR TAXA5001 (v.1) Fundamentals of Australian Tax Law or any previous version AND 13315 (v.3) Superannuation and Retirement Planning 621 or any previous version OR TAXA6001 (v.1) Advanced Superannuation and Retirement Planning or any previous version AND 301339 (v.3) Finance (Risk and Insurance) 509 or any previous version OR 314269 (v.1) Personal Risk and Insurance 509 or any previous version OR FNCE5009 (v.1) Advanced Personal Risk and Insurance or any previous version |
| 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. |
| Syllabus: | This is a capstone unit that examines the steps in the financial planning process and integrates the comprehensive knowledge and skills gained throughout the course. It involves the creation of a detailed Statement of Advice, (SOA) incorporating all the advanced aspects of financial advice. It also critically considers the regulatory requirements and professional responsibilities faced by the financial planning profession. |
| Field of Education: | 081101 Banking and Finance |
| Result Type: | Grade/Mark |
Availability
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