University of Technology, Sydney

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25770 Financial Planning

There are course requisites for this subject. See access conditions.



This subject provides students with the theoretical knowledge and practical tools necessary to offer financial advice to meet client needs in the context of financial planning. Students learn how to assess clients' needs and preferences and to combine knowledge from different areas of expertise to offer comprehensive advice in an ethical and professional manner. The subject is based on a hands-on approach whereby students critically analyse each client's situation and participate in in-class research and discussions with the instructor and other students in order to explore possible approaches to provide successful advice.

Detailed subject description.

Access conditions

Note: The requisite information presented in this subject description covers only academic requisites. Full details of all enforced rules, covering both academic and admission requisites, are available at access conditions and My Student Admin.