Hobart
Introduction
The unit Financial Planning will help you gain an understanding of how financial advisers and support staff are part of a large industry that provides necessary services to the community and contributes to Australia’s economic performance. Working through this unit should also help you understand what factors affect the various job tasks that advisers do.
The financial services industry is undergoing rapid change, with new jobs being created and other jobs disappearing. The way in which financial advisers work today is very different from the way things were ten years ago. And the way in which you will work in five or ten years is expected to be very different from now. This unit is intended to help you understand these changes and to prepare you to be part of these changes.
The aim of Financial Planning is to develop a strong foundation for students wishing to pursue a career in the financial services industry, as well as providing invaluable knowledge and skills in personal finance.
Upon completion of this course, students should have an understanding of the regulatory framework governing the Australian financial services industry and possess basic financial planning skills in investment advice The `key areas' that are important for the financial planning process are examined, namely: the regulatory framework; investments; managed funds; superannuation; home ownership; risk management and insurance; taxation; consumer credit; social security; estate planning.
Summary 2020
| Unit name | Financial Planning |
|---|---|
| Unit code | BFA204 |
| Credit points | 12.5 |
| Faculty/School | College of Business & Economics Tasmanian School of Business and Economics |
| Discipline | Accounting and Corporate Governance |
| Coordinator | |
| Level | Intermediate |
| Available as student elective? | Yes |
| Breadth Unit? | No |
Availability
Note
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Units are offered in attending mode unless otherwise indicated (that is attendance is required at the campus identified). A unit identified as offered by distance, that is there is no requirement for attendance, is identified with a nominal enrolment campus. A unit offered to both attending students and by distance from the same campus is identified as having both modes of study.
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TNE Program units special approval requirements.
* The Final WW Date is the final date from which you can withdraw from the unit without academic penalty, however you will still incur a financial liability (see withdrawal dates explained for more information).
Learning Outcomes
| LO1 | Describe the financial planning industry and social framework |
| LO2 | Explain the role and function of the financial planner and how the role applies to the client-planner relationship. |
| LO3 | Apply financial planning tools and concepts. |
| LO4 | Communicate financial planning tools and concepts. |
Fees
Requisites
N/A
Prerequisites
N/A
Co-requisites
N/A
Mutual Exclusions
You cannot enrol in this unit as well as the following:
N/A
Teaching
| Teaching Pattern | Please see the unit outline for details. |
|---|---|
| Assessment | Tutorial Participation (6%), Online Tests (12%), Assignment (22%), Final exam (60%). |
| Timetable | View the lecture timetable | View the full unit timetable |
Textbooks
| Required | Please see the unit outline for details. |
|---|
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