FPE013 Business Planning and Practice Management

In this subject, you will critically review the contemporary financial advice environment and position your current business in that environment to identify, using a range of diagnostic tools, the key areas you need to change to ensure ongoing relevance and success for your advice business. The first assessment task requires you to choose a business for strategy analysis which you will then build on in your business case and subsequent plan in assignments 1 and 2. As you progress through the topics, you will be required to complete a number of tasks that will inform and contribute to the development of the strategic business plan for your business.

For more information, please refer to the subject outline.