This subject explores complex client scenarios and enhances students technical expertise and capability through a complex advice strategy paper. It will provide you with the expertise to solve clients’ problems through the construction of advice solutions that improve the wellbeing and financial situation of your specific client segment. For more information, please refer to the subject outline. Enrol nowEmail usView subject availability
Learning outcomes Subject content CPD Assessment Prerequisites Course transition subject equivalence Reading list Learning outcomes On successful completion of this subject, you should be able to: Develop advanced technical skills in financial advice Develop complex strategies for financial advice Recommend appropriate solutions to client scenarios Subject content TopicTitle Topic 1Superannuation Strategies Topic 2Self Managed Super Funds Topic 3Portfolio Construction Topic 4Strategies for Wealth Accumulators Topic 5The Art of Estate Planning Topic 6Aged Care Strategies Topic 7Income Streams Topic 8Risk strategies 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 Assessment TypeAssessedWeighting Assignment 1Week 650% Assignment 2Week 1250% Click here for an assessment timetable. Prerequisites Kaplan recommends that you complete the following Kaplan Online subjects prior to enrolling in this unit: FPC001B Economic, Legal & Ethical Context for Financial Planning FPC002B Applied Financial Planning FPC003 Superannuation and Retirement Advice FPC004 Insurance Advice FPC005 Estate and Succession Planning FPC006 Tax Considerations in Financial Advice FPC007B Client Engagement Skills Course transition subject equivalence Students who transition from a SIA/Finsia/Kaplan course and have completed the following subject within the course completion time frame may not also complete this subject: AFA3: Advanced Advice Solutions 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.
Learn more about Master of Financial Planning, Graduate Diploma of Financial Planning, Graduate Certificate in Financial Planning > *No longer available from Study Period 5, 2020 onwards.
This subject explores complex client scenarios and enhances students technical expertise and capability through a complex advice strategy paper. It will provide you with the expertise to solve clients’ problems through the construction of advice solutions that improve the wellbeing and financial situation of your specific client segment. For more information, please refer to the subject outline. Enrol nowEmail usView subject availability
Learning outcomes Subject content CPD Assessment Prerequisites Course transition subject equivalence Reading list Learning outcomes On successful completion of this subject, you should be able to: Develop advanced technical skills in financial advice Develop complex strategies for financial advice Recommend appropriate solutions to client scenarios Subject content TopicTitle Topic 1Superannuation Strategies Topic 2Self Managed Super Funds Topic 3Portfolio Construction Topic 4Strategies for Wealth Accumulators Topic 5The Art of Estate Planning Topic 6Aged Care Strategies Topic 7Income Streams Topic 8Risk strategies 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 Assessment TypeAssessedWeighting Assignment 1Week 650% Assignment 2Week 1250% Click here for an assessment timetable. Prerequisites Kaplan recommends that you complete the following Kaplan Online subjects prior to enrolling in this unit: FPC001B Economic, Legal & Ethical Context for Financial Planning FPC002B Applied Financial Planning FPC003 Superannuation and Retirement Advice FPC004 Insurance Advice FPC005 Estate and Succession Planning FPC006 Tax Considerations in Financial Advice FPC007B Client Engagement Skills Course transition subject equivalence Students who transition from a SIA/Finsia/Kaplan course and have completed the following subject within the course completion time frame may not also complete this subject: AFA3: Advanced Advice Solutions 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.
Learn more about Master of Financial Planning, Graduate Diploma of Financial Planning, Graduate Certificate in Financial Planning > *No longer available from Study Period 5, 2020 onwards.
