Course Title: Implement financial plan

Part A: Course Overview

Program: C5317

Course Title: Implement financial plan

Portfolio: BUS

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

Campus

Career

School

Learning Mode

Teaching Period(s)

BAFI5192C

City Campus

TAFE

650T Vocational Business Education

Distance / Correspondence or Face-to-Face or Internet

Term1 2013,
Term1 2015,
Term2 2015

Course Contact: Michael Elliot

Course Contact Phone: +61 3 9925 5519

Course Contact Email: michael.elliot@rmit.edu.au


Course Description

This unit describes the performance outcomes, skills and knowledge required to prepare and provide financial planning advice, which may include products, services and strategies. It encompasses establishing actions, timings and priorities needed to implement a financial plan, and procedures for implementation monitoring or supervising implementation of financial plan actions.


This unit is applicable to individuals working within enterprises and job roles subject to licensing, legislative, regulatory or certification requirements including legislation administered by the Australian Securities and Investments Commission (ASIC).
 


Pre-requisite Courses and Assumed Knowledge and Capabilities

None



National Competency Codes and Titles

National Element Code & Title:

FNSFPL504A Implement financial plan

Elements:

1. Establish actions, timings and priorities needed to implement financial plan

2. Establish procedures for implementation of financial plan 

3. Undertake and/or supervise implementation of financial plan actions


Learning Outcomes


Overview of Assessment

Assessment may incorporate a variety of methods including technical requirements documentation, homework, assignments, group and/or individual projects, in class exercises, written and practical tests, problem solving exercises, presentations, direct observation of actual and simulated work practice, presentation of a portfolio of evidence which may comprise documents, and/or photographs and/or video and audio files, review of products produced through work-based or course activities.

You are advised that you are likely to be asked to personally demonstrate your assessment work to your teacher to ensure that the relevant competency standards are being met. You will be provided with feedback throughout the course to check their progress.