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.
School of Accounting and Finance
Restricted to students enrolled in the Master of Applied Finance
FIN531 and FIN560 and FIN564
The information contained in the CSU Handbook was accurate at the date of publication: May 2019. The University reserves the right to vary the information at any time without notice.