300959 v.2 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 are eligible for associate membership (AFPA) after the relevant work experience requirements are met. It also meets the educational requirements for entry into the Certified Financial Planner (CFP) program.

Course Structure			Hrs/Wk	Credit
Year 1 Semester 2
11001	v.3	Economics (Macro) 101	3.0	25.0
311353	v.2	Communication in Business 100	3.0	25.0
				50.0
Year 2 Semester 1
10815	v.3	Economic Techniques 102	3.0	25.0
11010	v.2	Law (Contract) 101	3.0	25.0
2806	v.5	Finance (Introductory) 201	3.0	25.0
		SELECT 1 ELECTIVE		25.0
				100.0
Year 2 Semester 2
10828	v.3	Income Property Analysis 102	3.0	25.0
12970	v.4 #	Finance (Personal) 220	3.0	25.0
2807	v.5 #	Finance (Managerial) 212	3.0	25.0
6798	v.4 #	Taxation 301	3.0	25.0
				100.0
Year 3 Semester 1
12973	v.3 ^	Estate Planning 326	3.0	25.0
300956	v.3	Finance (Analysis) 206	3.0	25.0
300958	v.3 #	Finance (Risk and Insurance) 309	3.0	25.0
9753	v.6 ^	Finance (Portfolio Management) 301	3.0	25.0
				100.0
Year 3 Semester 2
12034	v.5	Business Capstone 301	3.0	25.0
12972	v.3 #	Superannuation and Retirement Planning 321	3.0	25.0
300957	v.3 #	Finance (Plan Construction) 319	3.0	25.0
		SELECT 1 ELECTIVE		25.0
				100.0

#		Needed for PS146 compliance
^		Needed for FPA mambership