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BX3130 - Applied Financial Advising

Credit points: 3
Year: 2020
Student Contribution Band: Band 3
Administered by: College of Business, Law & Governance

This is a capstone subject that provides students completing the financial advising major with the opportunity to complete a project in the financial advising industry. Students will apply knowledge from their university study and conduct research to address a particular problem or issue in the Financial Advising Industry / sector. The project will be of a student's own design but developed in consultation with workplace supervisors and should assist in developing/improving workplace skills and contribute to industry improvement. It must be authentic and must involve work not already done in an existing paid role.

Learning Outcomes

  • design a proposal in accordance with the financial advising process that aligns with the Financial Advisor Standards and Ethics Authority (FASEA) standards in a relevant industry project;
  • plan and communicate with clients effectively to develop a professional advisor relationship focused on a beneficial client outcome;
  • construct and present clients with a compliant comprehensive Statement of Advice;
  • source feedback on performance and reflect on improvement to future professional practice;
  • evaluate and implement client relationship building strategies through an ongoing review of the financial planning and advising process.

Subject Assessment

  • Initial Client Interview - (20%)
  • Statement of Advice and Presentation - (60%)
  • Reflective Journal - (20%).

Special Assessment Requirements

Access to workplace and workplace supervisor

Assumed
Knowledge:
Obtained from previous financial advising subjects
Prerequisites: 36 CPS OF BU OR BX SUBJECTS INCLUDING BX2035 AND BX2036

Availabilities

Townsville, Study Period 2, Internal
Census Date 27-Aug-2020
Coordinator: Mr James How
Lecturers: Mr Gavin Runde, Mr John McFaull, <Person not found>.
Workload expectations:

The student workload for this 3 credit point subject is approximately 130 hours.

  • 15 hours workshops/Seminars - Workshop/Seminar
  • assessment and self-directed study

Study Period 2, External
Census Date 27-Aug-2020
Coordinator: Mr James How
Lecturers: Mr Gavin Runde, Mr John McFaull, <Person not found>.
Workload expectations:

The student workload for this 3 credit point subject is approximately 130 hours.

  • 15 hours workshops/Seminars - Workshop/Seminar
  • assessment and self-directed study
Method of Delivery: WWW - LearnJCU

Note: Minor variations might occur due to the continuous Subject quality improvement process, and in case of minor variation(s) in assessment details, the Subject Outline represents the latest official information.