Financial Advice Technology Project

FIN80025 12.5 Credit Points Hawthorn, Online Available to incoming Study Abroad and Exchange students


  • One Semester or equivalent

Contact hours

  • 36 hours

On-campus unit delivery combines face-to-face and digital learning. For Online unit delivery, learning is conducted exclusively online.

2022 teaching periods

Swinburne Online

Teaching Period 2

11 Jul 22 - 9 Oct 22

1 Nov 22

Last self enrolment:
24 Jul 22

5 Aug 22

Last withdraw without fail:
26 Aug 22

More teaching periods

Higher Ed. Semester 2

1 Aug 22 - 30 Oct 22

6 Dec 22

Last self enrolment:
14 Aug 22

31 Aug 22

Last withdraw without fail:
16 Sep 22


Concurrent pre-requisites 
Indicates a unit can be either completed prior or in the same study period

Aims and objectives

This unit introduces students to the financial planning process and the development of a comprehensive financial plan. The unit considers issues relating to risk management, estate planning, salary packaging, investment and retirement planning covered in earlier units and incorporates all of these areas into a Comprehensive Statement of Advice (SOA). Students will utilise industry software and technology to facilitate the process of producing the SOA. In addition, students will learn about research methodologies to conduct a research project on aspects of financial planning industry.

Unit Learning Outcomes (ULO)
Students who successfully complete this unit will be able to:

1. Demonstrate coherent and advanced knowledge of fundamental concepts and key techniques in financial planning
2. Critically analyse financial planning scopes to develop strategies and formulate an ethical, Comprehensive Statement of Advice
3. Apply coherent and advanced knowledge of technology and research various financial planning products
4. Apply research methodologies in developing a research project.
5. Communicate proficiently and in a professional context and work effectively as a member of a team