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Financial Planning Advice - FINS5537 | |||||||||||||||||||||||||||||||||||||||||||||||
Description All students taking this course during Summer Term 2010/11 will be required to pay full tuition fees. This includes Commonwealth supported students who are studying at UNSW. Please see Australian School of Business courses - Summer Term fees 2010-11 for more information.
Provides students with the knowledge and skills to pursue employment in the rapidly growing financial planning industry. Addresses the important skills required for ASIC RG146 accreditation including understanding the client's situation and needs, conducting analysis and research, formulating appropriate financial planning strategies, choosing suitable products, preparing a fully compliant financial plan, implementing the financial plan and providing ongoing review and services to the client. The course also covers the knowledge and skills required for providing personal life insurance and general insurance advice
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