Provides students with the knowledge and understanding of the financial planning industry. Addresses the important skills that are required in that industry including an understanding of the client's financial situation and needs, conducting financial analysis and research, formulating appropriate financial planning strategies, choosing financial suitable products, preparing a fully compliant financial plan, implementing the financial plan and providing ongoing review and services to the client.

While topics such as superannuation/compliance will be briefly covered the emphasis of this course is on economics/finance based topics.

Major topics include: financial planning and process, financial markets and financial products, portfolio asset allocation and debt management, managed funds, home ownership, insurance and estate planning.