Introduction
Summary %globals_context%
| Unit name | Introduction to Financial Planning |
|---|---|
| Unit code | BFA508 |
| Credit points | 12.5 |
| Faculty/School | College of Business & Economics Tasmanian School of Business and Economics |
| Discipline | Accounting and Corporate Governance |
| Coordinator | %asset_metadata_unit.Coordinator% |
| Level | %asset_metadata_unit.Level% |
| Available as student elective? | %asset_metadata_unit.AvailableAsElective_value^empty:No% |
| Breadth Unit? | %asset_metadata_unit.IsBreadthUnit_value% |
Availability
Note
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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 | Explain the advisory functions of financial planners. |
| LO2 | Describe the Australian legal framework within which financial planners operate. |
| LO3 | Apply the steps involved in the financial planning process to client scenarios. |
| LO4 | Evaluate the process of giving financial advice. |
| LO5 | Identify and explain ethical considerations and professional conduct requirements |
Fees
Teaching
| Assessment | Internal Assessments (50%); Examination (50%). |
|---|---|
| Timetable | View the lecture timetable | View the full unit timetable |
Textbooks
| Required | Details of any required textbooks will be available in the Unit Outline. |
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The University reserves the right to amend or remove courses and unit availabilities, as appropriate.