Courses & Units

Financial Planning Skills BFA610

Introduction

The purpose of this unit is to provide you with guidelines on how to communicate effectively with your clients and to ensure that you have the appropriate information from them to provide them with the best possible advice in your role as a Financial Adviser. This unit has been designed to provide you with suggested questions and formats for compliance to the current legislative requirements of “knowing your client” before you provide them with a detailed financial plan or statement of advice. The object of this unit, therefore, is to assist you to gain the skills necessary to establish a harmonious rapport with your clients that will, in turn, build a lasting relationship.

Summary

Unit name Financial Planning Skills
Unit code BFA610
Credit points 12.5
College/School College of Business & Economics
Tasmanian School of Business and Economics
Discipline Accounting
Coordinator Doctor Roger Colbeck
Delivered By University of Tasmania
Level Postgraduate

Availability

Location Study period Attendance options Available to
Hobart Semester 2 On-Campus International Domestic
Online Semester 2 Off-Campus International Domestic

Key

On-campus
Off-Campus
International students
Domestic students
Note

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Key Dates

Study Period Start date Census date WW date End date
Semester 2 22/7/2024 16/8/2024 9/9/2024 27/10/2024

* 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 (refer to How do I withdraw from a unit? for more information).

Unit census dates currently displaying for 2024 are indicative and subject to change. Finalised census dates for 2024 will be available from the 1st October 2023. Note census date cutoff is 11.59pm AEST (AEDT during October to March).

About Census Dates

Learning Outcomes

  • Explain the evolution of behavioural finance in a financial advice context.
  • Describe individual behavioural patterns as applied across different societal and demographic contexts.
  • Communicate effectively both verbally and non-verbally and engage positively in dealings with clients and peers.
  • Analyse and evaluate ethical practice, sustainable principles and professional standards in providing financial advice.
  • Construct and present a compliant comprehensive Statement of Advice.

Fee Information

Field of Education Commencing Student Contribution 1,3 Grandfathered Student Contribution 1,3 Approved Pathway Course Student Contribution 2,3 Domestic Full Fee 4
080101 $2,040.00 $1,597.00 not applicable $2,979.00

1 Please refer to more information on student contribution amounts.
2 Please refer to more information on eligibility and Approved Pathway courses.
3 Please refer to more information on eligibility for HECS-HELP.
4 Please refer to more information on eligibility for FEE-HELP.

If you have any questions in relation to the fees, please contact UConnect or more information is available on StudyAssist.

Please note: international students should refer to What is an indicative Fee? to get an indicative course cost.

Requisites

Prerequisites

BFA508

Teaching

Teaching Pattern
Activity Type Duration Frequency
Online workshop 60 Weekly (12 times)
Prerecorded lectures 120 minutes Weekly ( Semester)
Workshop 180 minutes  4 times (Semester)

 

AssessmentReflective Journal (25%)|Application questions and research project (35%)|Capstone project (40%)
TimetableView the lecture timetable | View the full unit timetable

Textbooks

Required

Required readings will be listed in the unit outline prior to the start of classes.

LinksBooktopia textbook finder

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