On successful completion of this program, students should be able to do:

• understand the role of a financial planner and the process of financial planning;
• understand the Australian legal and regulatory framework in which financial planners operate;
• understand and apply theories of investment, portfolio management and (investment and insurance) risk management;
• understand the Australian taxation system, and identify and analyse the effects of taxation on particular financial products and strategies;
• understand the operation of superannuation, and identify and analyse taxation implications on the retirement needs of individuals;
• understand estate planning and how the Australian social security system is impacted by different income streams; and
• integrate the various financial plan components to construct a comprehensive financial plan for a fictitious client.