This is a capstone professional practice subject for financial planning students. It will draw on previous study in financial planning including such areas as superannuation, estate planning, risk and insurance, investing, taxation strategies and law. With an emphasis on the practical skills of a financial planner the subject takes the student through the complete interaction between a planner and their client from initial contact, ethical behaviour, building and maintaining client relationships and financial advice in order to prepare and deliver a Statement of Advice.
No offerings have been identified for this subject in 2018.
HD/FL
One session
School of Accounting and Finance
Restricted to students enrolled in the Master of Applied Finance
FIN531 and FIN560 and FIN564
For any enquiries about subject selection or course structure please contact Student Central or ask@csu.edu.au or phone on 1800 275 278.
For further information about Charles Sturt University, or this course offering, please contact info.csu on 1800 275 278 (free call within Australia) or enquire online.
The information contained in the 2018 CSU Handbook was accurate at the date of publication: August 2018. The University reserves the right to vary the information at any time without notice.