Financial Planning Skills

About this subject

• What you'll learn

  Upon successful completion of this subject, the student should be able to:

  1. Explain the evolution of behavioural finance in a financial advice context.
  2. Describe individual behavioural patterns as applied across different societal and demographic contexts.
  3. Communicate effectively both verbally and non-verbally and engage positively in dealings with clients and peers.
  4. Analyse and evaluate ethical practice, sustainable principles and professional standards in providing financial advice.
  5. Construct and present a compliant comprehensive Statement of Advice.

• Topics covered

• Description

• Assessments

• Textbooks

• About University of Tasmania

Entry requirements

Part of a degree

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

Elective

• TAS-MPA-MAS-2025 - Master of Professional Accounting

Prior study

You must either have successfully completed the following subject(s) before starting this subject, or currently be enrolled in the following subject(s) in a prior study period; or enrol in the following subject(s) to study prior to this subject:

• TAS-BFA508-Introduction to Financial Planning

Please note that your enrolment in this subject is conditional on successful completion of these prerequisite subject(s). If you study the prerequisite subject(s) in the study period immediately prior to studying this subject, your result for the prerequisite subject(s) will not be finalised prior to the close of enrolment. In this situation, should you not complete your prerequisite subject(s) successfully you should not continue with your enrolment in this subject. If you are currently enrolled in the prerequisite subject(s) and believe you may not complete these all successfully, it is your responsibility to reschedule your study of this subject to give you time to re-attempt the prerequisite subject(s).

Additional requirements

• Other requirements - Teaching Arrangement: Prerecorded lectures - 2 hrs weekly. Online workshop - 1 hr weekly (12 times per semester)

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.