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Subject overview


STUDY MODE

100% online

AQF LEVEL

9

NEXT INTAKE

4 Mar 2024

SUBJECT DURATION

12 weeks

SUBJECT FEE

$2,600.00


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.

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Subject information

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 and characteristics 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

 

Topics covered

  1. Strategic management
  2. External environment – industry and market analysis
  3. Analysing internal environment
  4. Developing and implementing a strategic plan
  5. Financial analysis and control
  6. HR management strategy
  7. Business structures and technology
  8. 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.

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.

Reading list

Assessments

Assessment TypeAssessedWeighting
TaskWeek 420%
Assignment 1Week 840%
Assignment 2Week 1240%

Previous study requirements

Prerequisites

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

Key dates

Study Period 1

11 Dec 2023 - 29 Mar 2024

❌ Enrolments now closed

Early access opens 11 December 2023

Early access to assessments 21 December 2023

Study period commences 8 January 2024

Enrolments close/census 24 January 2024

Study period ends 29 March 2024

Assessment dates See assessment information

Study Period 2

5 Feb 2024 - 24 May 2024

✓ Enrolments open now

Early access opens 5 February 2024

Early access to assessments 19 February 2024

Study period commences 4 March 2024

Enrolments close/census 20 March 2024

Study period ends 24 May 2024

Assessment dates See assessment information

Study Period 3

1 Apr 2024 - 19 Jul 2024

✓ Enrolments open now

Early access opens 1 April 2024

Early access to assessments 15 April 2024

Study period commences 29 April 2024

Enrolments close/census 15 May 2024

Study period ends 19 July 2024

Assessment dates See assessment information

Study Period 4

3 Jun 2024 - 20 Sep 2024

✓ Enrolments open now

Early access opens 3 June 2024

Early access to assessments 17 June 2024

Study period commences 1 July 2024

Enrolments close/census 17 July 2024

Study period ends 20 September 2024

Assessment dates See assessment information

Study Period 5

29 Jul 2024 - 15 Nov 2024

✓ Enrolments open now

Early access opens 29 July 2024

Early access to assessments 12 August 2024

Study period commences 26 August 2024

Enrolments close/census 11 September 2024

Study period ends 15 November 2024

Assessment dates See assessment information

Study Period 6

30 Sep 2024 - 17 Jan 2025

✓ Enrolments open now

Early access opens 30 September 2024

Early access to assessments 14 October 2024

Study period commences 28 October 2024

Enrolments close/census 13 November 2024

Study period ends 17 January 2025

Assessment dates See assessment information

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