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Bachelor of Financial Planning - Online - on campus

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  • Objectives
    On successful completion of this program, students should be able to do: * understand the role of a financial planner and the process of financial planning; * understand the Australian legal and regulatory framework in which financial planners operate; * understand and apply theories of investment, portfolio management and (investment and insurance) risk management; * understand the Australian taxation system, and identify and analyse the effects of taxation on particular financial products and strategies; * understand the operation of superannuation, and identify and analyse taxation implications on the retirement needs of individuals; * understand estate planning and how the Australian social security system is impacted by different income streams; and * integrate the various financial plan components to construct a comprehensive financial plan for a fictitious client.
  • Entry requirements
    Domestic: Prerequisites - nil; Recommended study - English and mathematics
  • Academic Title
    Bachelor of Financial Planning
  • Course description

    New program for offer in 2008

    Students in the Bachelor of Financial Planning program undertake foundation business courses in their first term, and then focus on the financial planning process, with courses in aspects of taxation and commercial law, superannuation, investment management, risk management and estate planning. The final year of the program contains a set of integrating courses, designed to develop analytical and strategic skills.


    Career Opportunities

    With the growing complexity in financial markets, changes in the superannuation law and the growing need of the individuals to maintain their chosen lifestyle, the need for expert knowledge in planning individuals' financial wealth has increased. Currently there are approximately 45 000 authorised representatives employed by 4578 Australian financial services licensees. Department of employment and workplace relations estimates an average employment growth of 9.5% (for past 10 years), annual staff turnover of 11.5% and estimated vacancies of 6500 advisors during the year 2006. Career opportunities can be found as an independent financial planner, working with a licensee within the finance industry or in banking.


    Program Structure

    Students must complete 24 courses/144 units of credit

        * 22 core courses;and
        * 2 elective courses taken from any 6 credit undergraduate course from the Faculty of Business and Informatics.


    Year 1
    Course Code     Course Name

    Term 1
    ACCT11057     Principles of Accounting
    COIS11011     Foundations of Business Computing
    HRMT11010     Organisational Behaviour
    MRKT11029     Marketing

    Term 2
    ECON11026    Principles of Economics
    FINC11001      Fundamentals of Personal Financial Planning
    LAWS11030    Introductory and Contract Law
    STAT11048      Essential Statistics

    Year 2
    Course Code     Course Name

    Term 1
    ECON19033    Macroeconomics
    FINC19011      Business Finance
    FINC19016      Retirement and Superannuation
    LAWS19033    Taxation Law and Practice A

    Term 2
    FINC19012     Investment Analysis and Risk Management
    FINC19015     Risk Management and Derivatives
    FINC19018     Estate and Succession Planning
    FINC19019     Insurance Planning

    Year 3
    Course Code     Course Name

    Term 1
    ACCT11059     Using Accounting for Decision Making
    FINC19017     Advanced Financial Planning
    MGMT19114    Strategic Management
    Elective     

    Term 2
    ACCT19083     Corporate Governance & Ethics
    FINC19020     Financial Plan Construction
    LAWS19032    Company & Association Law
    Elective

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