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PDC5313 The Personal Financial Planning Process

Units : 0.33
Faculty or Section : Faculty of Business
School or Department : School of Accounting, Economics and Finance


Pre-requisite: For FBSC Group Students Only

Other requisites

Students are required to have access to a personal computer, e-mail capabilities and Internet access to UConnect. Current details of computer requirements can be found at <//>.


This professional development course PDC 5313 covers the personal financial planning process. It is a companion to PDC 5311 - The Personal Financial Planning Environment and PDC 5312 - The Components of Personal Financial Planning. Taken together, these three PDC's with summative assessments will be equivalent to the postgraduate course FIN5412 - Financial Planning. This PDC integrates previously learned personal financial planning concepts through the study of financial plan construction and the actual preparation of a financial plan (optional assessment item). It also looks at the operation of financial planning practices and how they are managed.

Course offers

Semester Mode Campus
Full Year, 2011 External