Financial Planning 1
Undergraduate | GRF-AFE122 | 2024
An introduction to the processes, rules, and issues relevant to financial advisers. You’ll cover important skills and strategies that form the basis for personal financial advice. Learn to provide tailored and ethical advice to clients.
Enrolments for this course are closed, but you may have other options to start studying now. Book a consultation to learn more.
- Study method
- 100% online
- Assessments
- 100% online
- Entry requirements
- No ATAR needed,
- No prior study
- Duration
- 13 weeks
- Start dates
- 4 Mar 2024,
- 15 July 2024
HECS-HELP and FEE-HELP available
Financial Planning 1
About this subject
At the completion of this subject students will be able to:
- Evaluate the regulation of financial advice and the legal and ethical obligations required of financial advisers when providing advice to clients.
- Use client information and market data to perform a range of calculations to evidence achievement of a client's goals.
- Analyse financial results in terms of assumptions underpinning their modelling and related theories of finance, including, for example, modern portfolio theory and behavioural finance.
- Recommend simple, tailored strategies for wealth creation, wealth protection (insurance), taxation, superannuation and retirement, and estate planning taking into account the client's circumstances and goals.
- Demonstrate development of professional skills, including written and oral communication skills, in the research, creation and delivery of client advice and client-relationship management.
- Personal Financial Planning - The Advice Process & Environment
- Financial Planning Skills - Numeracy
- Taxation Planning
- Engaging Clients and Goal Setting
- Investment Choices
- Investments - Direct & Indirect Investing
- Risk Management & Insurance
- Superannuation & Retirement
- Social Security
- Estate Planning
This subject provides students with a broad overview of personal financial advice and the role of financial advisers in a dynamic environment. Students apply the knowledge and skills covered in this subject to discussions of contemporary issues, such as ethics, regulation, technology and government policy, and authentic financial planning tasks.
Students should not enrol in this subject if they have previously completed 2200AFE: Financial Planning 1 at Griffith University.
- Online Quiz 1 (10%)
- Practice-Based Assignment - Client Interview & Self Reflection (30%)
- Practice-Based Assignment - Working Paper (40%)
- Online Quiz 2 (20%)
For textbook details check your university's handbook, website or learning management system (LMS).
With a network of campuses spanning three cities in South East Queensland, Griffith University is committed to progressive multidisciplinary teaching and research and a valuable online provider with Open Universities Australia. Already attracting students from over one hundred countries, Griffith's dedication to academic excellence is available across Australia through OUA.
Learn more about Griffith University.
Explore Griffith courses.
- QS Ranking 2024:
- 18
- Times Higher Education Ranking 2024:
- 20
Entry requirements
No entry requirements
Additional requirements
- Equipment requirements - Audio/Visual equipment
Study load
- 0.125 EFTSL
- This is in the range of 10 to 12 hours of study each week.
Equivalent full time study load (EFTSL) is one way to calculate your study load. One (1.0) EFTSL is equivalent to a full-time study load for one year.
Find out more information on Commonwealth Loans to understand what this means to your eligibility for financial support.
Why study a single subject?
Bite sized study
Try studying a particular area to see if online study suits you, or upskill in just a few months with a single subject that you’re interested in.
Pursue a dream
With thousands of single subjects to choose from, you can find topics that get you on the path to your higher education goals fast.
Gain Uni credit
Most single subjects are part of a full degree. That means if you’re keen to keep learning, you can gain credit for the subjects you’ve successfully completed.
What to study next?
Once you’ve completed this subject it can be credited towards one of the following courses
UndergraduateGRF-AFA-DEG
Single subject FAQs
What’s a single subject?
Single subjects are the individual components that make up a degree. With Open Universities Australia, you’re able to study many of them as stand-alone subjects, including postgraduate single subjects, without having to commit to a degree.
Each of your subjects will be held over the course of a study term, and they’ll usually require 10 to 12 hours of study each week. Subjects are identified by a title and a code, for example, Developmental Psychology, PSY20007.
How can I use single subjects to get into a full degree?
First, find the degree that you would like to study on our website.
If that degree allows entry via undergraduate subjects, there will be information about this under the Entry Requirements section. You will find a list of 2-4 open enrolment subjects you need to successfully complete to qualify for admission into that qualification.
Once you pass those subjects, you will satisfy the academic requirements for the degree, and you can apply for entry.
Our student advisors are here to help you take that next step, so don’t hesitate to reach out when you’re ready! We’ve also made it easier to figure out the right way to get started on our pathways page.
Can anyone help me choose a subject?
Our student advisors are more than happy to help you plan your online study. Get in touch with an advisor by:
How do I pay for my subjects?
You can pay up front with your credit card, or you may be eligible for a HELP loan from the Australian government depending on your citizenship status and where you’ll live during your studies.
For more information about how to pay for your studies visit our fees page or contact a student advisor.
How do I enrol?
When you’ve made your choice, click ‘Enrol now’ on the relevant course page and follow the prompts to begin your enrolment. We’ll ask you to supply some supporting documentation, including proof of your identity, your tax file number, and a unique student identifier (USI) during this process.
Your university will get in touch with you via email to confirm whether or not your application has been successful.
If you get stuck at any time, reach out to us and we’ll talk you through it.
You can also take a look at our online self-service enrolling instructions.
When is the cut-off date for enrolling?
Close of enrolment times vary between universities and subjects. You can check the cut-off dates for upcoming study terms by visiting key dates.