Handbook - Personal Risk, Insurance, and Superannuation for Financial Advisers

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Overview

This course covers insurance, personal risk management, and superannuation from a personal perspective for financial planning for individuals, families, and businesses. The course focuses on providing financial advice concerning the relevant areas through performing needs analysis and analysing the clients’ goals and objectives to provide appropriate advice and personal strategies … For more content click the Read More button below.

This course covers insurance, personal risk management, and superannuation from a personal perspective for financial planning for individuals, families, and businesses. The course focuses on providing financial advice concerning the relevant areas through performing needs analysis and analysing the clients’ goals and objectives to provide appropriate advice and personal strategies to assist the clients in meeting their goals and objectives. The course covers the provision of compliant scaled financial product advice relating to the relevant area in the form of a Statement of Advice (SOA).

Conditions for Enrolment

Prerequisite or corequisite: FINS5513 or FINS5510 or enrolment in program 8406

Delivery

In-person - Standard (usually weekly or fortnightly)

Fully online - Standard (usually weekly or fortnightly)

Please note that the above delivery information is an indication on how this course may be delivered within the year. Delivery mode(s) for each term can be viewed on other sources such as myUNSW and class timetable site.

This Handbook is a comprehensive catalogue of our offerings and includes courses that can be taken to satisfy program requirements irrespective as to their availability for a particular year. Availability of courses is best checked using filters on this site or on the class timetable site.

Course Outline

To access course outline please visit below link (Please note that access to UNSW Canberra course outlines requires VPN):

FINS5531 Course Outline

Fees

Type	Amount
Commonwealth Supported Students (if applicable)	$1829
Domestic Students	$4470
International Students	$6150

Disclaimer

Where a fee is displayed as “Not Applicable”, including some Work Experience and UNSW Canberra courses, please contact the relevant Faculty for any enquiry.

Note that the University reserves the right to vary student fees in line with relevant legislation. The fee information is provided as a guide and more specific information about fees, including policy, can be found here.

Commonwealth Supported Students:

Please refer to the information about new Student Contribution band classifications. Note that grandfathering arrangements are applicable for some cohorts of students, and other special arrangements apply for a limited number of programs. The Field of Education displayed on the right-hand side of this page may be applicable in understanding which fee rate will apply to you.

Where a Commonwealth Supported fee is displayed it does not guarantee that such places are available.

Pre-2019 Handbook Editions

Access past handbook editions (2018 and prior)

Pre-2019 Handbook Editions