School Of Business

Principles of Financial PlanningWestern Sydney University Unit Code: 200866.1


Student Contribution Band: 4

Level: 7

Credit Points: 10

Equivalent Units
CO801A Principles of Financial Planning (PG)

Unit Enrolment Restrictions
Students must be enrolled in 2671/2770 Master of Commerce (Financial Planning) or 2690 Graduate Certificate in Commerce (Financial Planning).

About this Unit
This introductory unit describes the nature and process of financial planning and financial planning participants within the Australian economic, legal, social, cultural and ethical environment. The key influences affecting the client relationship are identified along with a focus on the use of verbal and non-verbal communication skills to develop client rapport. The unit also involves evaluating data collection and risk tolerance tools and identifying the impact of the regulatory and economic environment on stakeholders. Other topics involve budgetary analysis, term structure, investment decisions, ethics, client goal-setting and statement of advice compliance. The unit provides the foundational knowledge essential to develop and apply comprehensive knowledge across all financial planning areas.

2793.3Master of Financial PlanningCONTINUING
2793.4Master of Financial PlanningCONTINUING
2793.5Master of Financial PlanningCURRENT
2794.3Graduate Diploma in Financial Planning (exit only)CONTINUING
2794.6Graduate Diploma in Financial PlanningCURRENT
2795.2Graduate Certificate in Financial PlanningCONTINUING
2795.3Graduate Certificate in Financial PlanningCONTINUING
2795.4Graduate Certificate in Financial PlanningCURRENT

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