Bachelor of Commerce (Financial Planning)

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Bachelor of Commerce (Financial Planning)

  • Objectives This major, which can be taken as part of the Bachelor of Commerce, will give you a sound understanding of the processes of financial planning. You will learn the fundamental skills and knowledge required in professional practice. You will study the foundations of business and a series of specialist units in financial planning which cover areas such as investment analysis, superannuation and taxation.
  • Entry requirements TEE Applicable Mathematics or Discrete Mathematics desirable.
  • Academic title Bachelor of Commerce (Financial Planning)
  • Course description 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.

    Career Opportunities

    Graduates can gain employment as financial analysts, consultants, financial planners, futures traders, and managers and portfolio analysts.

    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
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