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Bachelor of Applied Commerce
ACBUS107A Financial Planning Fundamentals
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Bachelor of Applied Commerce: ACBUS107A Financial Planning Fundamentals
Welcome
eResources
Web Resources
Year 1 Readings
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ACBUS101A Academic Foundations
ACBUS102A Management Fundamentals
ACBUS103A Foundations of Accounting
ACBUS104A Finance & 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
ACFIN301A Superannuation and Retirement
ACFIN302A Investment Analysis
ACFIN303A Estate Planning
Academic Skills
Prescribed
Financial planning in Australia : advice and wealth management (2020) - Book
by
Sharon Taylor
Various editions available
Recommended
The Association of Superannuation Funds of Australia (ASFA)
Australian Financial Markets Association (AFMA)
Australian Prudential Regulation Authority (APRA)
Australian Securities & Investments Commission (ASIC) - Moneysmart
Australian Securities Exchange (ASX)
Australian Taxation Office (ATO)
The Financial Adviser Standards and Ethics Authority (FASEA)
Financial Planning Association of Australia (FPA)
Money Management
SuperGuide
The Super Investor
Readings
ASIC regulatory guideline 175. Licensing: financial product advisers: conduct and disclosure
2017, Australian Securities & Investments Commission, viewed 23 July 2020, <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>.
Financial Advisor Standards and Ethics Authority [FASEA] 2020,
Code of ethics standard commences 1 January 2020
, FASEA, viewed 23 September 2020, <http://www.fasea.gov.au/code-of-ethics/>.
Grable, JE & Carr, NA 2014, 'Risk tolerance and goal-based financial planning',
Journal of Financial Service Professionals
, January, vol. 68, issue 1, pp. 12-14, viewed 7 August 2020, Business Source Complete.
Tax Practitioners Board 2019,
Registering as an individual tax (financial) adviser
, TPB, viewed 1 October 2020, <https://www.tpb.gov.au/register-individual-tax-financial adviser>.
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Financial planning in Australia : advice and wealth management (2020) - Book by