FINS5561 Introduction to Financial Planning

FINS5561
Postgraduate
6 Units of Credit
Banking & Finance

Search Degrees

Find a degree or course

This course outline is currently unavailable. Please visit our archives to view previous course outlines.

Provides students with the knowledge and understanding of the financial planning industry. Addresses the important skills that are required in that industry including an understanding of the client's financial situation and needs, conducting financial analysis and research, formulating appropriate financial planning strategies, choosing financial suitable products, preparing a fully compliant financial plan, implementing the financial plan and providing ongoing review and services to the client.

FINS5561