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Financial Planning Advice and Ethics - FINS5537
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Course Outline: FINS5537 Course Outline
 
 
Campus: Kensington Campus
 
 
Career: Postgraduate
 
 
Units of Credit: 6
 
 
EFTSL: 0.12500 (more info)
 
 
Indicative Contact Hours per Week: 3
 
 
Enrolment Requirements:
 
 
Prerequisite: FINS5561 or corequisite: FINS5510
 
 
CSS Contribution Charge:Band 3 (more info)
 
   
 
Further Information: See Class Timetable
 
  

Description

All students taking this course during Summer Term 2011/12 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 2011-12 for more information.

This course provides students with the knowledge and skills to pursue employment in the rapidly growing financial planning industry. Addresses the important skills required for operating a financial planning practice, taking into account the regulatory and industry frameworks. Topics covered include 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 contains in-depth analysis of the importance of ethics in the operation of financial institutions and in the personal conduct of finance professionals based on market best practice.


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© The University of New South Wales (CRICOS Provider No.: 00098G), 2004-2011. The information contained in this Handbook is indicative only. While every effort is made to keep this information up-to-date, the University reserves the right to discontinue or vary arrangements, programs and courses at any time without notice and at its discretion. While the University will try to avoid or minimise any inconvenience, changes may also be made to programs, courses and staff after enrolment. The University may also set limits on the number of students in a course.