Case Studies in Financial Planning (7208AFE)

This course is the capstone course for this program and focuses on the application of prior knowledge to the development of the necessary capacity to assess clients' needs; prepare, present, evaluate and implement tailored, comprehensive financial plans. Students will also be able to recognise the implications of legal and ethical codes that relate to financial planners and to apply them to their own work activities. Prerequisite: 7161AFE AND 7214AFE (Taxation Planning and Retirement and Estate Planning)

Course study information

Credit points (awarded)

10 (10)

Study level

Student contribution band

Band 3

Usually available

Nathan Trimester 1

There are currently no offerings for this course