This unit equips students with the knowledge and expertise necessary for the provision of financial advice to individuals concerned about their personal and family finances.
DurationThis unit equips students with the knowledge and expertise necessary for the provision of financial advice to individuals concerned about their personal and family finances.
It covers the role and obligations of the financial planner; identification of the regulatory, investment, budgeting and personal advisory issues in financial planning; identification of the available investments and the tools used to hedge against risks; understanding the role of taxation in financial planning, the importance of superannuation and estate planning; and likely regulatory and financial markets developments in the field and a survey of the most promising areas for research.
The unit also covers the structure and the design of a typical financial plan.
We have the immense privilege of sitting on the sacred soil where Western Australian kaartdijin, or knowledge, began. It has been a place to gather and learn for tens of thousands of years, with stories and lessons shared from generation to generation of the world’s oldest continuous culture.
Today, we welcome you to continue seeking and sharing wisdom with us. Our students take their learning beyond the books, at the cutting edge of knowledge creation, from passionate lecturers with real industry experience and connections. We’ll support them in their learning journeys and help set them up for a career they’ll love.
The global impact of our research and education places us as a world top 100 university (QS 2021). This means students join a community of passionate, intelligent and resourceful leaders who are driving innovation and change. They’ll connect with and work alongside leaders in education, research and industry, and follow in the footsteps of our thousands of graduate success stories.
The course focuses on creating the appropriate mindset required to understand and deal with the situations presented by exam questions, as well as how to critically analyse the practices, tools and techniques required (and expected) of empowered Business Analysts in the global marketplace.
You deserve to learn from experts who are just as committed to the financial planning profession as you. Monarch Institute was founded by experienced financial advisers who wanted to show students what it’s actually like to practice in the real world. In other words, not just the theory.
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