Financial Planning, Construction and Review

About this subject

• What you'll learn

  After successfully completing this course you should be able to:

  1. Competently use financial planning software to research and model financial planning scenarios.
  2. Construct a comprehensive, best practice and compliant Statement of Advice.
  3. Demonstrate a high standard of written and oral communication and management skills in the research, creation and delivery of client advice and client-relationship management.
  4. Demonstrate a high level of compliance, ethics and best practice in the management of client relationships and business processes, including complaints.

• Topics covered

• Description

• Assessments

• Textbooks

• About Griffith University

Entry requirements

Part of a degree

To enrol in this subject you must be accepted into one of the following degrees:

Core

• GRF-AFA-DEG-2025 - Bachelor of Applied Financial Advice

Prior study

You must have successfully completed the following subject(s) before starting this subject:

• GRF-AFE227-Superannuation and Retirement

• GRF-AFE329-Estate Planning

• GRF-AFE222-Risk Management and Insurance

• GRF-AFE223-Financial Planning 2 (no longer available)

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.