Unit code: BAO7006

Credit points: 12

Prerequisites: BAO6001 - Principles of Financial and Investment Planning
BAO6002 - Superannuation and Retirement Wealth Planning
BAO6004 - Risk Management and Estate Planning
BAO6005 - Taxation Law of Australia
BAO7005 - Professionalism and Ethics
BAO7007 - Behavioural Finance for Financial Advisers
BAO7008 - Financial Advice Corporation and Commercial Law
(Or equivalent to be determined by unit coordinator)

This capstone unit applies prior knowledge to all elements of the financial planning process including conducting an initial client interview, planning and constructing a full statement of advice and presenting a financial plan to a client. There is a higher-order focus on written and presentation communication aimed at building and managing the client relationship, as well as meet industry standards and expectations of professional financial planning advice. Professional skills including leadership and interpersonal skills, are given attention via podcast interviews with practitioners, structured discussion and metacognitive interaction.

This unit is designed to meet the approved degree requirements of Financial Adviser Standards and Ethics Authority [FASEA]. Successful completion of this unit has the added advantage of satisfying the relevant FASEA education requirements of an approved degree and may count towards the annual Continuing Professional Development (CPD) requirement to a maximum of 30 CPD hours per year.