School Of AccountingFinancial Planning (V1)Western Sydney University Unit Code: CO302A.2
Discipline: BANKING AND FINANCE
Student Contribution Band: 3
Level: 3
Credit Points: 10
Assumed Knowledge
Basic principles of Finance, Accounting, Taxation and Economics.
Equivalent Units
Please note that from January 2008 this unit has been replaced by: 200627 - Financial Planning.
Prerequisite
200488 Corporate Financial Management
About this Unit
Please note that from 2008 this unit has been replaced with 200627 Financial Planning. 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.