Applied Financial Planning G
Course Level Postgraduate
Course Level Postgraduate
Area/Catalogue
BANK 5040
Course Level
Postgraduate
Offered Externally
Yes
Note: This offering may or may not be scheduled in every study period. Please refer to the timetable for further details.
Course ID
166983
Unit Value
4.5
University-wide elective course
No
The 2025 timetable is
not yet available.
Course owner
UniSA Business
To provide students with a detailed understanding of the key issues and factors, including taxation, that impact on the selection of financial and investment strategies for development of a comprehensive Statement of Advice (SOA). To identify the impact of behavioural biases on client financial choices and implications for adviser recommendations, and to recognise the importance of long-term financial, tax, and investment planning for the maintenance of and improvement to the investor’s lifestyle.
The financial planning process and professional, ethical and regulatory compliance requirements in the client- adviser relationship; implications of behavioural finance for both the client-adviser relationship and in the development of client financial advice; 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, including the role of superannuation within the broader financial plan; social security benefits, and their role in the financial planning process; keys to successful financial planning.
Taylor, S 2019, Financial planning in Australia: advice and wealth management, 9th edn, LexisNexis Australia, Sydney
Specific program | ||
---|---|---|
Program | Subject Area & Catalogue Number | Course Name |
DMFP | BANK 5042 | Introduction to Financial Planning G |
There are no course pre-requisites for students undertaking the following Masters pathway streams: Bachelor of Business (Economics, Finance and Trade) Pathway to Master of Finance (Financial Planning) (MPFP-DBIB); Bachelor of Business (Property) Pathway to Master of Finance (Financial Planning) (MPFP-DBPY); Bachelor of Business (Real Estate Practice) Pathway to Master of Finance (Financial Planning) (MPFP-DBRF).
Nil
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 N/A |
Note: These components may or may not be scheduled in every study period. Please refer to the timetable for further details.
Case study, Presentation
EFTSL*: 0.125
Commonwealth Supported program (Band 4C)
To determine the fee for this course as part of a Commonwealth Supported program, go to:
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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 university. To determine the cost of this course, go to:
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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.