Applied Financial Planning
UndergraduateUSA-BANK30152024
Course information for 2024 intake View information for 2025 course intake
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
- 10 weeks
- Loan available
- FEE-HELP available
Applied Financial Planning
About this subject
By the end of this 10-week course, you’ll be able to:
- Outline the financial planning process, and examine the professional, ethical, and legal requirements associated with the client-adviser relationship.
- Examine the requirements for the construction of a Statement of Advice (SOA), and evidence an ability to provide SOAs.
- Explain the importance and role of cash flow analysis and budgeting to the creation and disposition of wealth over the client's financial life-cycle.
- Identify the relevant taxation impacts on the investor or entity that arise from the selection of alternative investment products or processes to distribute income, and their strategic implications for the investor (entity) over their financial life-cycle.
- Highlight the relevant issues and considerations, including taxation and social security, required for the development of client-specific wealth creation and retirement planning strategies.
- Demonstrate Business Enterprise Skills in the context of the Financial Planning discipline: i) Oral Communication (advanced level); and ii) Written Communication (advanced level).
- The Client-Adviser Relationship
- Investing in Superannuation
- Superannuation and Retirement Planning
- Investment Strategies and Cashflow
- Personal Insurances and Estate Planning
- Taxation
- Social Security
- Construction of a Statement of Advice
- Ethics and Compliance
- Keys to Successful Financial Planning
A corporation’s accountability extends beyond financial disclosures to shareholders – it has responsibilities that are much broader than merely generating shareholder wealth. Stakeholders are groups that are affected by and can affect corporations. Sustainability Accounting and Reporting is a mechanism used by corporations to keep them accountable to stakeholders when it comes to their social and environmental impacts.
In this course, you’ll cover fundamental concepts of corporate sustainability and will explore how sustainable development issues influence company accounting and reporting practices. You’ll also learn contemporary approaches and techniques to account for a company’s social, economic, and environmental impacts.
UniSA Online’s 10-week short courses give you the flexibility to upskill in a certain area, stay current with developments in your field, diversify your knowledge, or even explore a new direction in your career – without having to commit to the time and cost of a full university degree.
This is a third-year course from UniSA Online’s Bachelor of Business (Financial Planning degree). When studying this course as a "single subject", prior knowledge from BANK 2011 or equivalent will support your success.
Delivered 100% online, you’ll be able to study where and when it suits you. Access online academic and student support seven days a week, fit study around work and life commitments, view learning resources 24/7, and log in to the interactive online environment anywhere, any time and on any device.
Should your course have an exam it will be scheduled for Australian Central Standard Time or Australian Central Daylight Time, depending on the time of the year.
- Project (Continuous) (70%)
- Presentation (30%)
For textbook details check your university's handbook, website or learning management system (LMS).
The University of South Australia (UniSA) is ranked as one of the best young universities in the world, and is the number one university in Australia for graduate employability. UniSA offers over 200 world-class degrees that are informed by industry and delivered with a highly practical approach to teaching and learning, and is a valuable partner with Open Universities Australia.
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Entry requirements
No entry requirements
Additional requirements
- Other requirements - Students must be aged 17 or older by the time teaching commences for their course of study, in accordance with UniSA’s Selection and entry to programs policy
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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