School Of Business

Statement of Advice Research ProjectWestern Sydney University Unit Code: 200960.2


Student Contribution Band: 4

Level: 7

Credit Points: 10

Assumed Knowledge
Understanding the financial planning environment, business communications skills, as well as substantial knowledge in the discipline.

Equivalent Units
CO806A - Current Issues in Financial Planning


Students enrolled in 2793 Masters of Financial Planning or 2807 Master of Stockbroking and Financial Advising must have successfully completed 60 credit points.

Unit Enrolment Restrictions
Students who are currently registered on the National Financial Adviser Register (FAR) may take this unit as a non-award stand-alone unit in order to meet new education requirements as outlined by the Financial Adviser Standards and Ethics Authority (FASEA). Students not currently on the FAR must be enrolled in 2793 Masters of Financial Planning,2807 Master of Stockbroking and Financial Advising or 2825 Graduate Certificate in Financial Advising.

About this Unit
Statement of Advice Research Project encompasses a major research project, a Statement of Advice (SOA). This SOA equips students with knowledge and skills to address challenges through research and the ability to apply knowledge developed in earlier units of study. This student-centered unit provides skill development and capacity to engage with the requirements of the profession. Students will have scope to focus on issues relevant to a case study as a means of developing a comprehensive SOA for a client (in the case study). As an integrating unit, it demands participants bringing together their knowledge to develop recommendations based on learning from earlier units. This unit also ensures students meet the regulatory and accreditation education requirements to be a registered financial adviser.

2793.3Master of Financial PlanningCONTINUING
2793.4Master of Financial PlanningCONTINUING
2793.5Master of Financial PlanningCURRENT
2807.2Master of Stockbroking and Financial AdvisingCONTINUING
2825.1Graduate Certificate in Financial AdvisingCURRENT

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