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Monash University

Areas of Study

Advanced financial planning

  • AFF5390
  • Caulfield First semester 2013 (Evening)
  • 6 points, SCA Band 3, 0.125 EFTSL
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This unit provides advanced skills in financial planning, construction of a plan, and review of the plan. Coverage includes: preparation of various financial planning documents including the Financial Services Guide, Privacy Statement and Statement of Advice; aspects of the client relationship; gathering data and identifying goals, objectives and financial issues; assessing strategies, preparing recommendations, and writing the Statement of Advice; implementing the plan; reviewing, updating and maintaining the plan. -- Course Website

Instructor: Mr Andrew Child

Prerequisites: AFF9130



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