This is a capstone unit that examines the steps in the financial planning process and integrates the comprehensive knowledge and skills gained throughout the course. It involves the creation of a detailed Statement of Advice, (SOA) incorporating all the advanced aspects of financial advice. It also critically considers the regulatory requirements and professional responsibilities faced by the financial planning profession. -- Course Website
Prerequisites: 11945 (v.5)<br/> Taxation 531<br/> <br/> or any previous version<br/> <br/> <br/><br/> <br/> AND<br/><br/> <br/> 13315 (v.2)<br/> Superannuation and Retirement Planning 621<br/> <br/> or any previous version<br/> <br/> <br/><br/> <br/> AND<br/><br/> <br/>
