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Bachelor of Applied Commerce
ACBUS107A Financial Planning Fundamentals
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Bachelor of Applied Commerce: ACBUS107A Financial Planning Fundamentals
This guide supports the Diploma and the Bachelor of Applied Commerce
Welcome
eResources
Web Resources
Year 1 Readings
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ACBUS101A Academic Foundations
ACBUS102A Management Fundamentals
ACBUS103A Foundations of Accounting
ACBUS104A Finance and Investment
ACBUS106A Marketing Fundamentals
ACBUS107A Financial Planning Fundamentals
ACBUS108A Applied Economics
Year 2 Readings
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ACACT201A Accounting Information Systems
ACACT202A Management Accounting
ACACT203A Financial Accounting
ACBUS201A Commercial Law I
ACBUS202A Commercial Law II
ACBUS203A Income Tax Law
ACBUS204A Business Finance
ACFIN201A Psychology of Client Engagement
ACFIN202A Insurance Planning
Year 3 Readings
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ACACT301A Corporation and Trust Law
ACACT302A Advanced Financial Accounting
ACACT303A Advanced Management Accounting
ACACT304A Audit and Assurance in Practice
ACACT305A Contemporary Accounting Concepts
ACBUS301A Applied Income Tax
ACFIN301A Superannuation and Retirement
ACFIN302A Investment Analysis
ACFIN303A Estate Planning
ACFIN304A Financial Plan Construction
Academic Skills
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Prescribed Text
Financial planning in Australia : advice and wealth management (2022) - eBook and book
by
Sharon Taylor
Various editions available
Recommended Websites
The Association of Superannuation Funds of Australia (ASFA)
Australian Bureau of Statistics (ABS)
Australian Financial Markets Association (AFMA)
Australian Prudential Regulation Authority (APRA)
Australian Securities & Investments Commission (ASIC)
Australian Securities & Investments Commission (ASIC) - Moneysmart
Australian Securities Exchange (ASX)
Australian Taxation Office (ATO)
The balance - Financial planning
CCH Australia
Centrelink
Financial Advice Association Australia (FAAA)
Money Management
Reserve Bank of Australia (RBA)
Services Australia
SuperGuide
The Super Investor
Wolters Kluwer
Weekly Readings
Week 1
Week 2
Week 3
Week 4
Week 5
Week 6
Week 7
Week 8
Week 9
Week 10
Week 11
Week 12
Taylor, S 2022,
Financial planning in Australia: advice and wealth management
,
10th edn, eBook, viewed 7 March 2023, ProQuest eBook Central.
Chapter 1 The financial planning environment
Chapter 4 The client-adviser relationship
Taylor, S 2022,
Financial planning in Australia: advice and wealth management
,
10th edn, eBook, viewed 7 March 2023, ProQuest eBook Central.
Chapter 2 Ethics and professionalism
Chapter 3 Regulation and compliance
Recommended Reading
ASIC regulatory guideline 175. Licensing: financial product advisers: conduct and disclosure
2021,
Australian Securities & Investments Commission, viewed 15 September 2022, <https://download.asic.gov.au>.
ASIC regulatory guideline 244. Giving information, general advice and scaled advice
2012,
Australian Securities & Investments Commission, viewed 23 September 2020, <https://download.asic.gov.au/media>.
ASIC 2019,
Code of ethics,
Australian Securities & Investments Commission, viewed 15 September 2022, <https://asic.gov.au/for-finance-professionals/afs-licensees/professional-standards-for-financial-advisers/code-of-ethics/>.
Taylor, S 2022,
Financial planning in Australia: advice and wealth management
,
10th edn, eBook, viewed 7 March 2023, ProQuest eBook Central.
Chapter 6 Cash flow and budgeting
Chapter 7 Securing and managing credit
Taylor, S 2022,
Financial planning in Australia: advice and wealth management
,
10th edn, eBook, viewed 7 March 2023, ProQuest eBook Central.
Chapter 8 Asset allocation and managing risk
Chapter 9 Investing in shares, pp. 340-351
Grable, JE & Carr, NA 2014, 'Risk tolerance and goal-based financial planning',
Journal of Financial Service Professionals
, vol. 68, no. 1, pp. 12-14, viewed 7 August 2020, Business Source Complete.
Taylor, S 2022,
Financial planning in Australia: advice and wealth management
,
10th edn, eBook, viewed 7 March 2023, ProQuest eBook Central.
Chapter 9. Investing in shares, pp. 352-373
Chapter 10 Investing in fixed-income securities
No readings for this week
Taylor, S 2022,
Financial planning in Australia: advice and wealth management
,
10th edn, eBook, viewed 7 March 2023, ProQuest eBook Central.
Chapter 11 Investing in property and collectables
Chapter 12 Investing in managed funds
Taylor, S 2022,
Financial planning in Australia: advice and wealth management
,
10th edn, eBook, viewed 7 March 2023, ProQuest eBook Central.
Chapter 14 Taxation: An overview for fnancial planners
Chapter 15 Tax strategies
Taylor, S 2022,
Financial planning in Australia: advice and wealth management
,
10th edn, eBook, viewed 7 March 2023, ProQuest eBook Central.
Chapter 16 Insurance – life
Chapter 17 Insurance – income protection, health and general
Taylor, S 2022,
Financial planning in Australia: advice and wealth management
,
10th edn, eBook, viewed 7 March 2023, ProQuest eBook Central.
Chapter 13 Investing in superannuation
Chapter 18 Superannuation and retirement
Taylor, S 2022,
Financial planning in Australia: advice and wealth management
,
10th edn, eBook, viewed 7 March 2023, ProQuest eBook Central.
Chapter 18 Superannuation and retirement
Chapter 19 Social security
Taylor, S 2022,
Financial planning in Australia: advice and wealth management
,
10th edn, eBook, viewed 7 March 2023, ProQuest eBook Central.
Chapter 20 Estate planning – core principles and practice
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