School Of BusinessStatement of Advice Research ProjectWestern Sydney University Unit Code: 200960.1
Discipline: BANKING, FINANCE AND RELATED FIELDS NEC
Student Contribution Band: 3
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
Unit Enrolment Restrictions
Students must be enrolled in 2793 Masters of Financial Planning or 2807 Master of Stockbroking and Financial Advising. Students must have successfully completed 80 credit points.
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. The SOA is presented in an industry required format that can showcase their achievements and meet the regulatory and accredited requirements of the Master of Financial Planning.