Course overview
Extending on prior learnings, this course aims to provide students with an advanced understanding of the key issues and factors, including taxation, that impact on the selection of financial and investment strategies for development of a comprehensive Statement of Advice (SOA). Learners will gain expertise in identifying the impact of behavioural biases on client financial choices and implications for adviser recommendations, and in recognising the importance of long-term financial, tax, and investment planning for the maintenance of and improvement to the investor’s lifestyle.
- The Financial Advice Process And Retirement Planning
- Investments, Insurances, Taxation And Social Security
- The Statement Of Advice (Soa) And Success In Financial Planning Practice
Course learning outcomes
- Analyse and explain the roles of behavioural, legislative and ethical considerations on decision making within the financial planning process and their impact on the client-advisor relationship.
- Identify, acquire, and analyse information to develop and justify appropriate budgeting, cash flow, and wealth management recommendations to meet client specific needs over their financial life cycle.
- Identify and explain relevant issues and considerations, including taxation and social security, that impact the development of client-specific wealth creation and retirement planning strategies as embodied in a SOA.
- Communicate required information and recommendations effectively to clients by constructing comprehensive Statements of Advice (SOA) and other documents relevant to the financial planning process.
Availability
Class details
Adelaide City Campus West
Class number 54632
Section WS01
Size 25
Available 24
Online
Class number 50045
Section 01OL
Size 12
Available 12
Fee calculator
To display course fees, please select your status and program below:
We’re updating this Fee Calculator. It currently shows fees for programs only. Please check the relevant program for full fee details.
Study Abroad student tuition fees are available here.
Only some Postgraduate Coursework programs are available as Commonwealth Supported. Please check your program for specific fee information.
If you are studying in a Professional Pathway Psychology or Clinical Psychology program, please refer to the Student Contributions amounts published here.
The Student Contribution amount displayed below is for students commencing a new program from 2021 onwards. If you are continuing in a program you commenced prior to 1 January 2021, or are commencing an Honours degree relating to an undergraduate degree you commenced prior to 1 January 2021, you may be charged a different Student Contribution amount from the amount displayed below. Please check the Student Contribution bands for continuing students here. If you are an international student, or a domestic student studying in a full fee paying place, and are continuing study that you commenced in 2025 or earlier, your fees will be available here before enrolments open for 2026.