| Type: | Undergraduate Subject |
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| Code: | FINC12-202 |
| EFTSL: | 0.125 |
| Faculty: | Bond Business School |
| Semesters offered: |
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| Credit: | 10 |
| Study areas: |
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| Subject fees: |
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Description
This subject is designed for students seeking to manage their own finances in a planned, comprehensive approach as well as those seeking to pursue a career in the financial planning industry. Upon successful completion, you will be able to develop and use financial plans, understand the range of financial products and services available and formulate competent recommendations for individual or household finances.
Subject details
Learning outcomes
- Demonstrate an in-depth knowledge of financial planning and investments concepts and principles.
- Demonstrate knowledge of the regulatory requirements and professional ethics applicable to a financial planning professional.
- Apply knowledge and skills of financial planning to assess an individual’s financial situation and design a professional financial strategy that addresses the client’s needs.
- Demonstrate the ability to work together as a financial advisory team to prepare a comprehensive financial plan.
- Articulate ideas, decisions, recommendations and other information in a clear, concise writing style tailored to a specific client.
Enrolment requirements
| Requisites: |
Nil |
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| Assumed knowledge: |
Assumed knowledge is the minimum level of knowledge of a subject area that students are assumed to have acquired through previous study. It is the responsibility of students to ensure they meet the assumed knowledge expectations of the subject. Students who do not possess this prior knowledge are strongly recommended against enrolling and do so at their own risk. No concessions will be made for students’ lack of prior knowledge.
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| Restrictions: |
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Subject dates
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January 2025
Standard Offering Enrolment opens: 10/11/2024 Semester start: 20/01/2025 Subject start: 20/01/2025 Last enrolment: 02/02/2025 Teaching census: 14/02/2025 Withdraw - Financial: 15/02/2025 Withdraw - Academic: 08/03/2025 -
September 2025
Standard Offering Enrolment opens: 20/07/2025 Semester start: 15/09/2025 Subject start: 15/09/2025 Last enrolment: 28/09/2025 Teaching census: 10/10/2025 Withdraw - Financial: 11/10/2025 Withdraw - Academic: 01/11/2025 -
January 2026
Standard Offering Enrolment opens: 16/11/2025 Semester start: 19/01/2026 Subject start: 19/01/2026 Last enrolment: 01/02/2026 Teaching census: 13/02/2026 Withdraw - Financial: 14/02/2026 Withdraw - Academic: 07/03/2026
| Standard Offering | |
|---|---|
| Enrolment opens: | 10/11/2024 |
| Semester start: | 20/01/2025 |
| Subject start: | 20/01/2025 |
| Last enrolment: | 02/02/2025 |
| Teaching census: | 14/02/2025 |
| Withdraw - Financial: | 15/02/2025 |
| Withdraw - Academic: | 08/03/2025 |
| Standard Offering | |
|---|---|
| Enrolment opens: | 20/07/2025 |
| Semester start: | 15/09/2025 |
| Subject start: | 15/09/2025 |
| Last enrolment: | 28/09/2025 |
| Teaching census: | 10/10/2025 |
| Withdraw - Financial: | 11/10/2025 |
| Withdraw - Academic: | 01/11/2025 |
| Standard Offering | |
|---|---|
| Enrolment opens: | 16/11/2025 |
| Semester start: | 19/01/2026 |
| Subject start: | 19/01/2026 |
| Last enrolment: | 01/02/2026 |
| Teaching census: | 13/02/2026 |
| Withdraw - Financial: | 14/02/2026 |
| Withdraw - Academic: | 07/03/2026 |