Course Title: Financial Planning - Learning Portfolio

Part A: Course Overview

Course Title: Financial Planning - Learning Portfolio

Credit Points: 12

Course Code




Learning Mode

Teaching Period(s)


City Campus


625H Economics, Finance & Marketing


Course Coordinator: Terry Sheehan

Course Coordinator Phone: +61 9925 5614 Mob 0408 586 886

Course Coordinator

Pre-requisite Courses and Assumed Knowledge and Capabilities

Eligibility for “Supervised Professional Practice” as specified by the school in which students are enrolled
Co-requisite: Students must also enrol in
037142 FinPlan Business Strategy
037144 FinPlan Industry Based Project

Course Description

The Portfolio component of the Professional Skills Program (PSP) is a full-time one semester course. PSP provides an alternative to the Co-operative Year in industry and acts as a safety net for students who do not undertake Co-operative Education. The Portfolio aims to specifically focus and build on the skills, capabilities and knowledge that you have personally developed or acquired in your first two years of study. In particular the Portfolio goals link directly to that aim of achieving employment outcomes. You will be supported in goal setting to develop strategies in areas you and the academic in charge of the course consider require development. A range of activities to assist goal setting, provoke reflection and improve employability are provided.

Objectives/Learning Outcomes/Capability Development

At the conclusion of the course you should be able to:
- better understand the need for a career focus
- communicate in a business/community culture to achieve outcomes
- reflect on your beliefs and assumptions, values, perceptions and behaviours.
- demonstrate an improved understanding of leadership
- demonstrate improved organisational skills

Overview of Learning Activities

Personal Skills Development: students establish learning goals at the beginning of the semester. Opportunities are provided throughout the semester through skills development seminars and a weekly “Portfolio Group” to work on these goals. Goal achievement is then examined through the production of a reflective portfolio.

Learning events include workshops, seminars, industry visits and occasional guest speakers from industry.

Overview of Learning Resources

Resources will include
• Presentation slides
• Print materials and other refererences
• Online support resources in the DLS
• Support from industry mentors

Overview of Assessment

The learning portfolio comprises two assessable components, Portfolio Outline & Portfolio. The Portfolio Outline should list your learning goals, strategies and timeframes and include sound reason based reflection. The Portfolio provides evidence of work undertaken and a detailed reflection of the learning process.