FPE013 Business Planning and Practice Management

Business Planning and Practice Management

In Business Planning and Practice Management, you will critically review the contemporary financial advice environment and position your current business in that environment to identify, using a range of diagnostic tools, the key areas you need to change to ensure ongoing relevance and success for your advice business.

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Subject overview

STUDY MODE

100% online

AQF LEVEL

NEXT INTAKE

13 Jan 2025

SUBJECT DURATION

12 weeks

SUBJECT FEE

$2,600.00

In this subject, you will critically review the contemporary financial advice environment and position your current business in that environment to identify, using a range of diagnostic tools, the key areas you need to change to ensure ongoing relevance and success for your advice business. The first assessment task requires you to choose a business for strategy analysis, which you will then build on in your business case and subsequent plan in assignments 1 and 2. As you progress through the topics, you will be required to complete a number of tasks that will inform and contribute to the development of the strategic business plan for your business.

Master of Financial Planning >

Graduate Diploma of Financial Planning >

Graduate Certificate in Financial Planning >

Subject information

Learning Outcomes

At the completion of this subject students should be able to:

Determine the appropriateness of various business models to financial planning practices
Evaluate key areas of successful financial planning practices
Develop personal and professional business management skills
Analyse and recommend appropriate solutions to common performance and operational problems that
emerge in financial planning practices
Construct a business plan for a competitively positioned financial planning practice

On successful completion of this subject, individuals should be able to:

Justify the purpose and value of the financial services industry and its associated services and products.
Analyse the needs, expectations, responsibilities and conflicting interests of key stakeholders in the financial services industry.
Determine the causes and mitigation of primary risks in the financial services industry.
Reflect on the implications of technological innovation in the evolution of the financial services industry.

Topics covered

Strategic management
External environment – industry and market analysis
Analysing internal environment
Developing and implementing a strategic plan
Financial analysis and control
HR management strategy
Business structures and technology
Readiness for organizational change

Continuing professional development (CPD)

Kaplan Professional has assessed this subject. Click here for the following CPD hours applicable from 1 January 2019 on successful completion of this course. For subjects or courses completed prior to this date, please contact Kaplan Professional’s CPD Support team on 1300 527 526 or pdmail@kaplan.edu.au.

Reading list

There are no prescribed texts for this subject.

Details of any required and further readings for this subject are provided in the subject room. Purchase of any text other than a prescribed text is not required.