Learning Outcomes
At the completion of this subject students should be able to:
- Determine the appropriateness of various business models to financial planning practices
- Evaluate key areas of successful financial planning practices
- Develop personal and professional business management skills
- Analyse and recommend appropriate solutions to common performance and operational problems that
emerge in financial planning practices - Construct a business plan for a competitively positioned financial planning practice
On successful completion of this subject, individuals should be able to:
- Justify the purpose and value of the financial services industry and its associated services and products.
- Analyse the needs, expectations, responsibilities and conflicting interests of key stakeholders in the financial services industry.
- Determine the causes and mitigation of primary risks in the financial services industry.
- Reflect on the implications of technological innovation in the evolution of the financial services industry.
Topics covered
- Strategic management
- External environment – industry and market analysis
- Analysing internal environment
- Developing and implementing a strategic plan
- Financial analysis and control
- HR management strategy
- Business structures and technology
- Readiness for organizational change
Continuing professional development (CPD)
Kaplan Professional has assessed this subject. Click here for the following CPD hours applicable from 1 January 2019 on successful completion of this course. For subjects or courses completed prior to this date, please contact Kaplan Professional’s CPD Support team on 1300 527 526 or pdmail@kaplan.edu.au.
