312699 v.1 Financial Planning Major
Major/Stream Overview
This major/stream is part of a larger course. Information is specific to the major/stream, please refer to the course for more information.
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.
Professional Recognition
This course is accredited by the Financial Planning Association of Australia (FPA) as an approved undergraduate qualification that satisfies the education entry for the CFP (Certified Financial Planning) Certification Program. The course is on the financial services training register as meeting the knowledge and skill requirements of the ASIC Regulatory Guide 146. Graduates are also eligible for membership to The Financial Services Institute of Australasia.
Major/Stream Organisation
Major/Stream Learning Outcomes
A graduate of this course can:
1. understand and apply knowledge relating to financial planning to analyse issues concerning the financial planning industry
2. identify structures and formulate issues and apply appropriate skills to provide optimal advice for issues in financial planning
3. collect and analyse empirical data and conceptual information and be able to synthesis into appropriate frameworks for analysis of financial planning issues
4. communicate in oral, written and qualitative and quantitative media channels; be able to communicate with both clients and professionals in the financial planning industry
5. distinguish, identify and apply available technologies and methodologies in financial planning
6. identify new development in industry regulation for financial planning and integrate available strategies into the existing body of knowledge; and be able to reflect upon their implications for financial planning
7. understand the implications and potential impacts of current developments in the financial planning industry on both domestic and international clients
8. understand the importance and impact of cultural diversity on providing financial planning advice for both domestic and international clients
9. be able to apply acquired skills individually and in a team to facilitate the understanding and solution of financial planning issues in a professional and ethical manner
| 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 | |||||
| 10836 | v.4 | Econometrics 200 | 3.0 | 25.0 | |
| 2807 | v.6 | Managerial Finance 212 | 3.0 | 25.0 | |
| 10815 | v.4 | Economic Techniques 201 | 3.0 | 25.0 | |
| SELECT ELECTIVE UNITS TO THE TOTAL VALUE OF: | 25.0 | ||||
| 100.0 | |||||
| Year 2 Semester 2 | |||||
| 12970 | v.5 | Personal Finance 220 | 3.0 | 25.0 | |
| 12972 | v.4 | Superannuation and Retirement Planning 321 | 3.0 | 25.0 | |
| 6798 | v.5 | Taxation 301 | 3.0 | 25.0 | |
| OR | |||||
| 11041 | v.6 | Taxation 231 | 3.0 | 25.0 | |
| SELECT ELECTIVE UNITS TO THE TOTAL VALUE OF: | 25.0 | ||||
| 100.0 | |||||
| Year 3 Semester 1 | |||||
| 12973 | v.4 | Estate Planning 326 | 3.0 | 25.0 | |
| 9753 | v.7 | Portfolio Management 301 | 3.0 | 25.0 | |
| 314347 | v.1 | Personal Risk and Insurance 309 | 3.0 | 25.0 | |
| SELECT ELECTIVE UNITS TO THE TOTAL VALUE OF: | 25.0 | ||||
| 100.0 | |||||
| Year 3 Semester 2 | |||||
| 300957 | v.5 | Financial Plan Construction 319 | 3.0 | 25.0 | |
| 10820 | v.4 | Financial Derivative Securities 312 | 3.0 | 25.0 | |
| SELECT ELECTIVE UNITS TO THE TOTAL VALUE OF: | 25.0 | ||||
| 75.0 | |||||
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