Diploma of Financial Planning

Central Queensland University

About

This course provides you with a general introduction to the basic theory and practice of Financial Planning.

The course includes contact with the Financial Planning industry and practical experience in solving elementary Financial Planning problems.

The course articulates into the Bachelor of Property degree with a major in Financial Planning to provide a complete bachelor level qualification covering the full educational requirements for practice as a Financial Planner or Property Economist.

Structure

Core Structure

Course Structure

--> In order to complete this course, you must:

  1. Complete the core structure

Core Structure

--> View Full Course Structure -->
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Number of units: 8 Total credit points: 48

This course consists of the core Financial Planning units from the Financial Planning major of the Bachelor of Property (Financial Planning).

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Available units
Students must complete 2 from the following units:
--> FINC19014 Property Investment and Finance -->
--> FINC19020 Financial Plan Construction -->
--> FINC13001 Estate Planning -->
--> FINC19019 Insurance Planning -->
--> LAWS19033 Taxation Law and Practice A -->
--> BLAR11050 Residential Construction -->
--> BLAR12057 Commercial Construction -->
--> ECON19036 Property Economics -->
--> PROP13001 Property Development -->
--> PROP12002 Property Rights and Law -->
--> PROP19001 Statutory Valuation -->
--> PROP19003 Advanced Property Valuation -->
--> PROP19004 Rural Property Valuation -->
--> PROP13002 Property Management -->
--> FINC19016 Retirement and Superannuation -->
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Available units
Students must complete 2 from the following units:
--> ECON11026 Principles of Economics -->
--> LAWS11030 Foundations of Business Law -->
--> MRKT11029 Marketing Fundamentals -->
--> STAT11048 Essential Statistics -->
--> PROP11001 Property Valuation -->
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Available units
Students must complete the following compulsory units:
--> FINC11001 Fundamentals of Personal Financial Planning -->
--> FINC19012 Investment Analysis and Risk Management -->
--> FINC19011 Business Finance -->
--> ACCT11059 Accounting, Learning and Online Communication -->

Entry requirements

What do I need to start?

Entry Scores

Entry Requirements

Domestic students

Prerequisites: nil

International students

International students should visit www.cqu.edu.au/international for further information including English language requirements.

Security Requirements

No information available at this time

Health Requirements

No information available at this time

Assumed Knowledge

English and Mathematics

Fees and Charges

  • Domestic Fees -->

Learning outcomes

Core Learning Outcomes

  • 1.
  • Demonstrate an elementary understanding of the theory and practice of financial planning
  • 2.
  • Apply financial planning theory to elementary financial planning problems
  • 3.
  • Identify and respond to elementary ethical issues in financial planning practice
  • 4.
  • Communicate in academic, non-specialist and professional contexts.
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  Course Learning Outcomes
Australian Qualifications Framework Descriptors 1 2 3 4
1. KNOWLEDGE Have technical and theoretical knowledge and concepts, with depth in some areas within a field of work and learning --> -->
2. SKILLS Have cognitive and communication skills to identify, analyse, synthesise and act on information from a range of sources --> --> -->
3. SKILLS Have cognitive, technical and communication skills to analyse, plan, design and evaluate approaches to unpredictable problems and/or management requirements --> -->
4. SKILLS Have specialist technical and creative skills to express ideas and perspectives -->
5. SKILLS Have communication skills to transfer knowledge and specialised skills to others and demonstrate understanding of knowledge --> -->
6. APPLICATION OF KNOWLEDGE & SKILLS Demonstrate application with depth in some areas of specialisation, in known or changing contexts --> -->
7. APPLICATION OF KNOWLEDGE & SKILLS Be able to transfer and apply theoretical concepts and/or technical and/or creative skills in a range of situations --> -->
8. APPLICATION OF KNOWLEDGE & SKILLS Demonstrate personal responsibility and autonomy in performing complex technical operations with responsibility for own outputs in relation to broad parameters for quantity and quality --> -->
9. APPLICATION OF KNOWLEDGE & SKILLS Demonstrate initiative and judgement to organise the work of self and others and plan, coordinate and evaluate the work of teams within broad but generally well- defined parameters --> -->

Institution