Course

Wealth Management Advice - FINS3637

Faculty: Australian School of Business

School: School of Banking and Finance

Course Outline: FINS3637 Course Outline

Campus: Sydney

Career: Undergraduate

Units of Credit: 6

EFTSL: 0.12500 (more info)

Indicative Contact Hours per Week: 3

Enrolment Requirements:

Prerequisite: FINS2643

CSS Contribution Charge: 3 (more info)

Tuition Fee: See Tuition Fee Schedule

Further Information: See Class Timetable

View course information for previous years.

Description

Provides students with the knowledge and skills to pursue employment in the rapidly growing financial planning industry. Addresses the important skills required for ASIC PS146 accreditation including 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 covers the knowledge and skills required for providing personal life insurance and general insurance advice.


BankFinance1

Study Levels

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