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Bachelor of Applied Commerce: ACFIN304A Financial Plan Construction

This guide supports the Diploma and the Bachelor of Applied Commerce

Prescribed Texts

Australian master financial planning guide (2022/23) - eBook and book
Also available via CCH eBooks
Financial planning in Australia : advice and wealth management (2022) - eBook and book by Sharon Taylor
Various editions available

Recommended eResource

CCH eBooks
Provides access to the Australian and Asian CCH publications including the latest edition of the Australian master tax guide. eBooks can be read online or downloaded to your computer or mobile device for 2 weeks. There is a limit of 5 eBooks that you can borrow at a time.

Weekly Reading

Prescribed text reading

Australian master financial planning guide 2022/23,
24th edn, eBook, viewed 10 April 2025, CCH eBooks.
Chapter 8
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 3 Regulations and compliance

Prescribed text reading

Australian master financial planning guide 2022/23,
24th edn, eBook, viewed 10 April 2025, CCH eBooks.
Chapter 8 (sections 8-550)
Taylor, S 2022, Financial planning in Australia: advice and wealth management,
10th edn, eBook, viewed 7 March 2023, ProQuest eBook Central.
Chapter 5 Constructing a statement of advice

Prescribed text reading

Australian master financial planning guide 2022/23,
24th edn, eBook, viewed 10 April 2025, CCH eBooks.
Chapter 8 (sections 8-230, 300, 420, and 430)
Taylor, S 2022, Financial planning in Australia: advice and wealth management,
10th edn, eBook, viewed 7 March 2023, ProQuest eBook Central.
Chapter 21 Keys to successful financial planning

No weekly readings, refer to Student Moodle.

Prescribed text reading

Australian master financial planning guide 2022/23,
24th edn, eBook, viewed 10 April 2025, CCH eBooks.
Chapter 8 (sections 8-550)
Taylor, S 2022, Financial planning in Australia: advice and wealth management,
10th edn, eBook, viewed 7 March 2023, ProQuest eBook Central.
Chapter 5 Constructing a statement of advice

Prescribed text reading

Australian master financial planning guide 2022/23,
24th edn, eBook, viewed 10 April 2025, CCH eBooks.
Chapter 8 (sections 8-550)
Taylor, S 2022, Financial planning in Australia: advice and wealth management,
10th edn, eBook, viewed 7 March 2023, ProQuest eBook Central.
Chapter 5 Constructing a statement of advice

Prescribed text reading

Australian master financial planning guide 2022/23,
24th edn, eBook, viewed 10 April 2025, CCH eBooks.
Chapter 8 (sections 9-320 specialists assets and 9-420 to 9-610 investment products)
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

Prescribed text reading

Australian master financial planning guide 2022/23,
24th edn, eBook, viewed 10 April 2025, CCH eBooks.
Chapter 5 (section 5-800 self-managed super funds)
Chapter 7 (sections 7-500 and 7-700 life and personal risk insurance)
Chapter 15 Planning to retire
Chapter 16 Retirement income streams
Chapter 17 Retirement living and aged care
Chapter 18 Financial and estate planning on family breakdown

Required reading

Parker, D n.d., The economic impact of Australia’s ageing population,
CEDA, viewed 1 October 2022, <hhttps://www.ceda.com.au/ResearchAndPolicies/Research/Health-Ageing/The-economic-impact-of-Australia%e2%80%99s-ageing-populati>.
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

Prescribed text reading

Australian master financial planning guide 2022/23,
24th edn, eBook, viewed 10 April 2025, CCH eBooks.
Chapter 8 (sections 8-500 to 8-580)

Required reading

Taylor, S 2022, Financial planning in Australia: advice and wealth management,
10th edn, eBook, viewed 7 March 2023, ProQuest eBook Central.
Chapter 4 The client - adviser relationship

Prescribed text reading

Australian master financial planning guide 2022/23,
24th edn, eBook, viewed 10 April 2025, CCH eBooks.
Chapter 8 (sections 8-500 to 8-580)
Taylor, S 2022, Financial planning in Australia: advice and wealth management,
10th edn, eBook, viewed 7 March 2023, ProQuest eBook Central.
Chapter 3 Regulations and compliance
Chapter 4 The client - adviser relationship
Chapter 5 Constructing a statement of advice

Prescribed text reading

Australian master financial planning guide 2022/23,
24th edn, eBook, viewed 10 April 2025, CCH eBooks.
Chapter 8 (sections 8-550 and 8-560)
FAAA n.d., Privacy policy
Financial Advice Association Australia, viewed 8 May 2025, https://faaa.au/privacy/

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