Course Title: Undertake financial planning

Part A: Course Overview

Program: C4233

Course Title: Undertake financial planning

Portfolio: SET

Nominal Hours: 50.0

Regardless of the mode of delivery, represent a guide to the relative teaching time and student effort required to successfully achieve a particular competency/module. This may include not only scheduled classes or workplace visits but also the amount of effort required to undertake, evaluate and complete all assessment requirements, including any non-classroom activities.

Course Code




Learning Mode

Teaching Period(s)


City Campus


130T Engineering (TAFE)

Face-to-Face or Internet

Course Contact: Anna Galluzzo

Course Contact Phone: +61 3 9925 4334

Course Contact Email:

Course Description

This unit involves the development of a financial plan to support business viability. It is suitable for setting up or existing micro and small businesses or a department in a larger organisation. This unit is related to BSBSBM404A Undertake business planning.

Pre-requisite Courses and Assumed Knowledge and Capabilities


National Competency Codes and Titles

National Element Code & Title:

BSBSBM402A Undertake financial planning


1. Analyse the financial requirements of the business

2. Develop a financial plan

3. Acquire finance

Learning Outcomes

Overview of Assessment

Assessment may incorporate a variety of methods including written/oral activities and demonstration of practical skills to the relevant industry standards. Participants are advised that they are likely to be asked to personally demonstrate their assessment activities to their teacher/assessor. Feedback will be provided throughout the course.