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.

Conditions for Enrolment

Prerequisite or Corequisite: (FINS5513 or FINS5510 or RISK5002 or RISK5003 or RISK5009) OR (enrolment in program 8406) OR (granted MFIN0001 48 Units of Credit in Admission Block Credit for program 8476)

Delivery

In-person - 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.

Pre-2019 Handbook Editions

Access past handbook editions (2018 and prior)
Pre-2019 Handbook Editions