Develop Financial Plans

Duration10 weeks
Accredited UnitsDevelop and prepare financial plan (FNSFPL503)
Review financial plans and provide ongoing service (FNSFPL505)
Implement financial plan (FNSFPL504)


This module covers the skills and knowledge required to analyse and report on a range of financial information by assessing client needs and data to develop financial plans and provide advice on financial decision making.

Short Course Delivery Locations Help…

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Continuous enrolments
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No refunds apply unless the course is cancelled by TAFE SA. International students on a Student visa (subclass 500) are not eligible to undertake short courses.

Skills Covered

Develop Financial Plans
1. Goal and function of financial management.
2. Sources of financing.
3. Analysis of financial statements.
4. Communication and financial management.
5. Cost of capital.
6. Working capital management.
7. Capital investment techniques and applications.
8. Financing asset acquisitions.
9. Dividend policy.
10. Financial intermediaries and securities and derivatives markets.