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Area/Catalogue
BANK 3005

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Course Level
Undergraduate

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Offered Externally
Yes

Note: This offering may or may not be scheduled in every study period. Please refer to the timetable for further details.

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Course ID
013612

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Unit Value
4.5

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University-wide elective course
No

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Timetable/s

Second Semester
(Study Period 5)
Course owner

Course owner
School of Commerce

Course aim

To provide students with a solid understanding of the key issues and factors, including taxation, that impact on the selection of financial and investment strategies for personal investors. To recognise the importance of long-term financial and investment planning for the maintenance of and improvement to the investor’s lifestyle.

Course content

The financial planning process and professional, ethical and regulatory compliance requirements in the client-adviser relationship. Preparation of the Statement of Advice (SOA), including ‘fact finding’ for required information and the construction of recommendations. Cash flow and budgeting in the creation of personal wealth. Income and capital gains tax considerations for personal investment and financing. Investment structuring and tax planning strategies for personal investment and financing. Social security benefits, and their role in the financial planning process. Keys to successful financial planning.

Textbook(s)

Taylor, S & Juchau, R 2017, Financial Planning in Australia: Advice and Wealth Management, 8th edn, LexisNexis Australia, Sydney

Prerequisite(s)

Common to all relevant programs
Subject Area & Catalogue Number Course Name
BANK 2008 Introduction to Financial Planning

Corequisite(s)

Nil

Teaching method

Component Duration
INTERNAL, CITY WEST
Preparatory 1 x 1 week
Lecture 1.5 hours x 10 weeks
Tutorial 2 hours x 10 weeks
EXTERNAL, CITY WEST, ONLINE
External 35 hours x NA

Note: These components may or may not be scheduled in every study period. Please refer to the timetable for further details.


Assessment

Task Length Weighting Duration
INTERNAL, CITY WEST
Statement of Advice 3000 word equivalent 70% NA
Presentation N/A 30% 15-20min
EXTERNAL, CITY WEST, ONLINE
Statement of Advice 3000 word equivalent 70% NA
Presentation N/A 30% 15-20min

Fees

EFTSL*: 0.125
Commonwealth Supported program (Band 3)
To determine the fee for this course as part of a Commonwealth Supported program, go to:
How to determine your Commonwealth Supported course fee. (Opens new window)

Fee-paying program for domestic and international students
International students and students undertaking this course as part of a postgraduate fee paying program must refer to the relevant program home page to determine the cost for undertaking this course.

Non-award enrolment
Non-award tuition fees are set by the Division offering the course. To determine the cost of this course, go to:
How to determine the relevant non award tuition fee. (Opens new window)

Not all courses are available on all of the above bases, and students must check to ensure that they are permitted to enrol in a particular course.

* Equivalent Full Time Study Load. Please note all EFTSL values are published and calculated at ten decimal places. Values are displayed to three decimal places for ease of interpretation

Course Coordinators

Degrees this course is offered in

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