University of Technology Sydney

25774 Financial Planning as a Small Business

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



This subject provides students with the skills required to successfully start and operate an independent business venture in the financial planning space. The subject is designed around the development of a strategic business plan: from the definition of a market and a competitive strategy, to the analysis of all the specific areas of running a financial planning practice: recruiting and people management, marketing, and financial and risk management. The subject also deals with topics specific to the financial planning industry such as licensing and compliance.

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.