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.
| Course Structure | Hrs/Wk | Credit | |||
|---|---|---|---|---|---|
| Year 1 Semester 2 | |||||
| 2806 | v.6 | Introductory Finance 201 | 3.0 | 25.0 | |
| 25.0 | |||||
| Year 2 Semester 1 | |||||
| 10815 | v.4 | Economic Techniques 201 | 3.0 | 25.0 | |
| 10836 | v.4 | Econometrics 200 | 3.0 | 25.0 | |
| 2807 | v.6 | Managerial Finance 212 | 3.0 | 25.0 | |
| SELECT 1 ELECTIVE | 25.0 | ||||
| 100.0 | |||||
| Year 2 Semester 2 | |||||
| 12970 | v.5 | Personal Finance 220 | 3.0 | 25.0 | |
| 12972 | v.3 | Superannuation and Retirement Planning 321 | 3.0 | 25.0 | |
| 6798 | v.4 | Taxation 301 | 3.0 | 25.0 | |
| OR | |||||
| 11041 | v.5 | Taxation 231 | 3.0 | 25.0 | |
| SELECT 1 ELECTIVE | 25.0 | ||||
| 100.0 | |||||
| Year 3 Semester 1 | |||||
| 12973 | v.3 | Estate Planning 326 | 3.0 | 25.0 | |
| 314347 | v.1 | Personal Risk and Insurance 309 | 3.0 | 25.0 | |
| 9753 | v.7 | Portfolio Management 301 | 3.0 | 25.0 | |
| SELECT 1 ELECTIVE | 25.0 | ||||
| 100.0 | |||||
| Year 3 Semester 2 | |||||
| 10820 | v.4 | Financial Derivative Securities 312 | 3.0 | 25.0 | |
| 300957 | v.4 | Finance Plan Construction 319 | 3.0 | 25.0 | |
| SELECT 1 ELECTIVE | 25.0 | ||||
| 75.0 | |||||
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