Online Courses Handbook 2003

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. The course provides a good foundation for those wishing to gain employment in the finance industry and is accredited with the Financial Planning Association (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 Planner (CFP) program. Graduates are also eligible for Associate Professional Membership of the Economic Society of Australia (Western Australia Branch).

Course Structure Hrs/Wk Credit

Year 1 Semester 2

10815 v.2 Economic Techniques 102 4.0 25.0

11001 v.2 Economics (Macro) 101 3.0 25.0

50.0

Year 2 Semester 1

10828 v.2 Income Property Analysis 102 3.0 25.0

11010 v.2 Law (Contract) 101 3.0 25.0

12971 v.2 Financial and Securities Law 298 3.0 25.0

2806 v.4 Finance (Introductory) 201 3.0 25.0

100.0

Year 2 Semester 2

2807 v.4 Finance (Managerial) 212 3.0 25.0

300956 v.2 Finance (Analysis) 206 4.0 25.0

6798 v.3 Taxation 301 3.0 25.0

SELECT ELECTIVE UNITS TO THE TOTAL VALUE OF: 25.0

100.0

Year 3 Semester 1

12970 v.3 Finance (Personal) 220 3.0 25.0

12973 v.2 Estate Planning 326 3.0 25.0

9753 v.5 Finance (Portfolio Management) 301 3.0 25.0

SELECT ELECTIVE UNITS TO THE TOTAL VALUE OF: 25.0

100.0

Year 3 Semester 2

12972 v.2 Superannuation and Retirement Planning 321 3.0 25.0

300957 v.2 Finance (Plan Construction) 319 3.0 25.0

300958 v.2 Finance (Risk and Insurance) 309 3.0 25.0

SELECT ELECTIVE UNITS TO THE TOTAL VALUE OF: 25.0

100.0