(Bank 3005) Applied Financial Planning

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(Bank 3005) Applied Financial Planning

Course details last updated on the register on 1/12/2011
COURSE DETAILS

Course Name

(Bank 3005) Applied Financial Planning

Course Information

(Bank 3005) Applied Financial Planning is an elective course in the Division of Business at the University of South Australia. It covers the financial planning process and professional, moral and regulatory requirements. Income and capital gains tax considerations for investments and financing. Asset classes, diversification, tactical and strategic investment considerations. Issues surrounding the establishment, administration, contributions and investments for superannuation funds including self managed superannuation funds. Investment structuring and tax planning considerations for investments and financing. Retirement planning including income streams and estate planning considerations.

Award Given at Completion

Transcript

Specialist Knowledge

Superannuation, Generic Knowledge, Skills

Tier

1

Where Course Delivered

Sydney, NSW regional, Melbourne, VIC regional, Hobart, TAS regional, Adelaide, SA regional, Perth, WA regional, Darwin, NT regional, Brisbane, QLD regional, ACT

Delivery Method

Computer-based, Distance, Self-paced, Face-to-face

Assessment Type

Examination - closed book, Case study, Class attendance, Other - Class Test, Group Presentation, Group Written Business Report, Group Peer Review

Start Date

1/8/2004

Re-registration Date

26/11/2011

Duration/Total Hours

130

  

Approximate Cost

$2,505.00

  

Pre95

No

This course was being offered as at 24 September 2012 when the Training Register was archived.

COORDINATOR DETAILS

Name

Mr Peter Lennox, Program Director

Phone Number

08 8302 0004

Fax Number

08 8302 0992

Email Address

peter.lennox@unisa.edu.au
COVERAGE GRAPH

TOPICS COVERAGE

The Client-Advisor relationshipNature of relationship, the role and importance of each party to the relationship, assess the volume of information and its impact on the relationship, have an awareness of the financial planning process, analyse the clients risk profile and its impact on suitable investment strategies.Ethics and ComplianceEconomics and Regulatory implications, The Professions and reviews in the Financial Services Industry, Quality of Advice and Outcomes Managing Risks and Constructing PortfoliosRisk and Return, Modern Portfolio Theory. Applied Business Presentation SkillsAdvanced communication, presentation and behavioural skills and techniques, Advanced group dynamicsTaxation overviewIncome and capital gains taxationPersonal use of credit, debt and lendingTypes of products, Analysis and AssessmentSuperannuation and RetirementOperation and management of the superannuation industry, Regulatory Environment, Contributions and investments, Taxation, Benefits and withdrawals, SMSFs, Retirement planningAssesment
PROVIDER DETAILS

Provider

University of South Australia - Division of Business

Contact

Mr Peter Lennox, Program Director

Phone Number

08 8302 0004

Fax Number

08 8302 0992

Email Address

peter.lennox@unisa.edu.au

URL

www.unisa.edu.au

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Created by the Australian Securities and Investments Commission. http://www.asic.gov.au Copyright � 2007 Australian Securities and Investments Commission.

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Last updated: 30/03/2021 09:38