This course draws upon a range of disciplines and culminates in the preparation of a Statement of Advice for a client. The practice of financial planning requires understanding of regulation and the application of business management principles and techniques. The first aspect of this course requires the application of these skills in the preparation, presentation, implementation and review of a personal financial plan for a client. The second aspect of the course focuses on financial planning practice management and explores many of the practical issues that will confront you in the financial planning industry. You will also identify and discuss the principal customer service issues associated with the management of a financial planning practice.

This course includes a Work Integrated Learning (WIL) experience in which your knowledge and skills will be applied and assessed in a real or simulated workplace context and where feedback from industry and/or community is integral to your experience. The course also provides you with a capstone experience that will give you the opportunity to critically reflect on and consolidate what you have previously learnt in the program.