312699 v.1 Financial Planning Major

Introduction

This major is designed to provide a sound understanding of the process of financial planning and the fundamental skills and knowledge required in professional practice. It comprises a foundation in business studies followed by specialist units in financial planning. This major provides a good foundation for those wishing to gain employment in the finance industry and is accredited by the Financial Planning Association of Australia (FPA). Graduates will be RG 146 compliant and are eligible for associate membership (AFPA) after the relevant work experience requirements are met. Is also meets the educational requirements for entry into the Certified Financial Planner (CFP) program.

Combinations available with this Major

As this major is designed for students wishing to be accredited as a financial planner, it can only be taken in combination with the Finance major.

Course Structure				Hrs/Wk	Credit
Year 1 Semester 2
2806	v.5		Finance (Introductory) 201	3.0	25.0
					25.0
Year 2 Semester 1
10815	v.4		Economic Techniques 201	3.0	25.0
10993	v.4		Business Statistics 201	3.0	25.0
			OR
10836	v.4		Econometrics 200	3.0	25.0
2807	v.5		Finance (Managerial) 212	3.0	25.0
			SELECT 1 ELECTIVE		25.0
					100.0
Year 2 Semester 2
12970	v.4		Finance (Personal) 220	3.0	25.0
6798	v.4		Taxation 301	3.0	25.0
			OR
11041	v.5		Taxation 231	3.0	25.0
			SELECT 2 ELECTIVES		50.0
					100.0
Year 3 Semester 1
12972	v.3		Superannuation and Retirement Planning 321	3.0	25.0
12973	v.3		Estate Planning 326	3.0	25.0
300958	v.3		Finance (Risk and Insurance) 309	3.0	25.0
			SELECT 1 ELECTIVE		25.0
					100.0
Year 3 Semester 2
10820	v.3		Finance (Derivative Securities) 312	3.0	25.0
300957	v.3		Finance (Plan Construction) 319	3.0	25.0
9753	v.6		Finance (Portfolio Management) 301	3.0	25.0
					75.0