Postgraduate - UnitAFF5390 - Advanced financial planning

Refer to the specific census and withdrawal dates for the semester(s) in which this unit is offered.

Level	Postgraduate
Faculty	Faculty of Business and Economics
Offered	Caulfield First semester 2012 (Evening)
Coordinator(s)	Mr Andrew Child

Synopsis

This unit provides advanced skills in financial planning, construction of a plan, and review of the plan. Coverage includes: preparation of various financial planning documents including the Financial Services Guide, Privacy Statement and Statement of Advice; aspects of the client relationship; gathering data and identifying goals, objectives and financial issues; assessing strategies, preparing recommendations, and writing the Statement of Advice; implementing the plan; reviewing, updating and maintaining the plan.

Outcomes

The learning goals associated with this unit are to:

1. define the legislative framework pertaining to the financial services sector and how it applies in practice in financial planning
2. develop skills in analysis and problem solving that are critical in the preparation of financial plans and related documents
3. develop skills in effectively managing and communicating with clients

construct a comprehensive, best practice, compliant Financial Services Guide (FSG), Privacy Statement (PS) and Statement of Advice (SoA)

4. develop skills in the use of best practice financial planning software such as VisiPlan.

Assessment

Within semester assessment: 100%

Chief examiner(s)

Professor Madhu Veereraghavan

Contact hours

3 hours per week

Prerequisites

AFF9130