Financial Planning

FIN80020 12.5 Credit Points Hawthorn


  • One Semester or equivalent

Contact hours

  • 36 hours




Concurrent pre-requisites :
A unit can be either completed prior to commencing study or taken at the same time

Aims and objectives

This unit of study has been designed to provide a foundation for students wanting to advance their careers in the financial advice industry, as well as educate students about the principles of personal finance. The aim of this unit is to develop the knowledge and skills necessary to evaluate wealth creation opportunities and manage other people’s finances. Throughout their study, students are introduced to a range of investment options, taxation and financial planning strategies which then they apply to case studies based on real life examples. The knowledge gained in this unit should provide students with the skills needed for the development of holistic financial planning advice.
Students who successfully complete this unit will be able to:
1. Critically analyse and discuss relevant issues within the constantly evolving financial planning industry.
2. Apply coherent and advanced knowledge of investment principles and risks.
3. Demonstrate critical knowledge of superannuation and retirement policies.
4. Critically evaluate and apply investment, taxation, superannuation, risk management and financial planning principles to formulate holistic financial planning advice.
5. Communicate proficiently to a variety of audiences as an effective member of a diverse team.