Financial Planning 1
UndergraduateGRF-AFE1222024
Course information for 2024 intake View information for 2025 course intake
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
- Loan available
- 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.
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- 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.
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What to study next?
Once you’ve completed this subject it can be credited towards one of the following courses
Bachelor of Applied Financial Advice
UndergraduateGRF-AFA-DEG
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