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Financial Planning Advice and Ethics - FINS5537 | |||||||||||||||||||||||||||||||||||||||||||||||
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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