Unit

School Of Business

Financial PlanningWestern Sydney University Unit Code: 200627.2

Discipline: BANKING AND FINANCE

Student Contribution Band: 3

Level: 3

Credit Points: 10

Co ordinator
Greg Cunningham


Assumed Knowledge
Basic principles of Finance, Accounting, Taxation and Economics.


Equivalent Units
CO302A - Financial Planning

Prerequisite
200488 Corporate Financial Management

Teaching Periods

PeriodOffered  Campus  Contact
2020 Spring  Yes  Parramatta City Campus-Macquarie Street - DAY  Greg Cunningham  Timetable.   Print Unit Outline*
2021 Autumn  Yes  Parramatta City Campus-Macquarie Street - EVENING  Greg Cunningham  Timetable not available  
2021 Spring  Yes  Parramatta City Campus-Macquarie Street - DAY  Greg Cunningham  Timetable not available  

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About this Unit
The unit endeavours to provide students with an understanding of the complex process and contextualisation of the Australian Financial Planning Industry. This unit aims to introduce students to the principles of personal financial planning and the provision of personal financial advice including the preparation of a Statement of Advice (SOA). Topics covered include the current Australian regulatory environment, strategies for the accumulation of wealth and risk protection, retirement planning, estate planning, taxation consequences, debt and credit management and home ownership. This unit meets ASIC requirements (PS146) in relation to both knowledge and skills.


Courses
2727.4Bachelor of Financial AdvisingCONTINUING
2739.2Bachelor of Business and CommerceCONTINUING
2739.5Bachelor of Business and CommerceCONTINUING
2753.1Bachelor of Business and CommerceCONTINUING
2753.2Bachelor of Business and CommerceCONTINUING
2753.3Bachelor of Business and CommerceCONTINUING
2753.4Bachelor of Business and CommerceCONTINUING
2783.1Bachelor of AccountingCONTINUING
2783.2Bachelor of AccountingCONTINUING
2783.3Bachelor of AccountingCURRENT
2785.2Bachelor of Accounting/Bachelor of LawsCONTINUING
2785.3Bachelor of Accounting/Bachelor of LawsCURRENT


Specialisations

MT2016.1Financial PlanningCONTINUING
MT2018.1Financial Planning and TaxationCONTINUING
MT2031.1Financial PlanningCONTINUING
MT2033.1Financial Planning and TaxationCONTINUING
MT2037.1Financial PlanningCURRENT
MT2039.1Financial Planning and TaxationCURRENT
S08FP.1Financial PlanningCONTINUING
SM2006.1Financial PlanningCONTINUING
SM2042.1Financial PlanningCONTINUING




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