Overview of the course
Change more than your clients money habits change their lives
With a degree in Financial Planning, youll become the trusted expert people turn to for important advice throughout their lives. By sharing your expertise, youll enable your clients to reach their financial goals and make a real difference by doing so.
Taught by experienced professionals, youll use the latest financial software and collaborate with your peers on a consulting project for a live client, meaning youll be able to step into the workplace with confidence.
Download BrochureWhat you will learn
Taxation: Understand the major principles of tax planning issues and concepts.
Principles of Financial Planning: Examines the management of financial planning practices and develop a Statement of Advice based on the unique characteristics and requirements of clients.
Ethical client relationships: Learn about the fundamental ethical principles, the main ethical issues encountered, and the ethical behaviour support resources available, in professional financial planning services practice.
Investment planning: Gain knowledge of the financial system, various regulatory bodies, key participants and potential risks in the financial markets.
Retirement and estate planning: Learn about retirement planning with a particular focus on the superannuation industry and estate planning.
Management of Personal Financial Risk: Gain understanding of the pervasive nature of pure risk on individual and society.