What will you learn
Taxation
Understand the major principles of tax planning issues and concepts.
Principles of Financial Planning
Examines the management of financial planning practices and develop a Statement of Advice based on the unique characteristics and requirements of clients.
Ethical client relationships
Learn about the fundamental ethical principles, the main ethical issues encountered, and the ethical behaviour support resources available, in professional financial planning services practice
Investment planning
Gain knowledge of the financial system, various regulatory bodies, key participants and potential risks in the financial markets.
Retirement and estate planning
Learn about retirement planning with a particular focus on the superannuation industry and estate planning.
Management of Personal Financial Risk
Gain understanding of the pervasive nature of pure risk on individual and society.