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.

  • Learning outcomes
    • At the completion of this subject students should be able to:

      1. Determine the appropriateness of various business models to financial planning practices
      2. Evaluate key areas and characteristics of successful financial planning practices
      3. Develop personal and professional business management skills
      4. Analyse and recommend appropriate solutions to common performance and operational problems that
        emerge in financial planning practices
      5. Construct a business plan for a competitively positioned financial planning practice
  • Subject content
    • Topic Title
      Topic 1 Strategic management
      Topic 2 External environment – industry and market analysis
      Topic 3 Analysing internal environment
      Topic 4 Developing and implementing a strategic plan
      Topic 5 Financial analysis and control
      Topic 6 HR management strategy
      Topic 7 Business structures and technology
      Topic 8 Readiness for organizational change

  • 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.

  • Assessment
  • Prerequisites
    • There are no prerequisites for this subject. However please review the ‘Assumed knowledge’ section below to understand the prior knowledge Kaplan advises you should hold before enrolling in this subject.

  • Reading list
    • There are no prescribed texts for this subject.

      Details of any required and further readings for this subject are provided in the subject room.  Purchase of any text other than a prescribed text is not required.

  • Assumed knowledge