Students in the Bachelor of Financial Planning program undertake foundation business courses in their first term, and then focus on the financial planning process, with courses in aspects of taxation and commercial law, superannuation, investment management, risk management and estate planning. The final year of the program contains a set of integrating courses, designed to develop analytical and strategic skills.
Online Education, Distance Learning & External study modes available
With the growing complexity in financial markets, changes in superannuation laws and the growing need of the individual to maintain their chosen lifestyle, the need for expert knowledge in planning individuals' financial wealth has increased. Currently there are just over 18,000 financial advisers in Australia working for 749 advisory groups operating over 8,000 practices. Career opportunities can be found with medium to large sized 'dealer groups' that often operate like a franchise, institutional-owned financial adviser firms with employed advisers, and as an independent financial planner who may have their own licence or work with a licensee.
Course Overview At A Glance
|Program at a glance |
|Duration ||3 years full-time, 6 years part-time |
|Availability/Campus Contact || Domestic - BNE; MEL; SYD; External |
International - BNE; MEL; MLR; SYD; External
|Courses/Units of Credit ||24 courses/144 units of credit |
|Faculty || Arts, Business, Informatics & Education |
|How to Apply || |
Domestic students - For details on how to apply please see More Details - How to Apply
International students direct to the University - ONLINE.
|Entry Requirements || |
Domestic: Prerequisites - nil; Recommended study - English and mathematics;
International students - refer to the international student section.
|Professional Accreditation || |
Students graduating from the Bachelor of Financial Planning will meet the Australian Securities and Investment Commission's RG146 training standard.
For more information or for enquiries concerning eligibility please refer to the ASIC website - www.asic.gov.au/asic/asic.nsf.
Financial Planning Association (FPA)
For enquiries concerning eligibility or membership, please refer to the FPA official website - www.fpa.asn.au.
|Residential School || |
|Practicum/Work placement || |
|Exit Awards || not applicable |
|Interim Awards || not applicable |
|Post Nominal ||BFP |
|Be What You Want To Be ||Phone: 13CQUni (132786); Enquire: Admissions |
|CRICOS Codes || 061657J - QLD / 062024A - NSW / 062776E - VIC (International students holding student visas can not study externally whilst in Australia) |
The aim of the program is to develop the competency to identify, analyse and formulate strategies relating to the financial planning needs of an individual. The program provides specific studies in the financial planning industry/profession, investment planning, taxation planning, retirement planning and social security, and the preparation of a compliant Statement of Advice (SoA).
On successful completion of this program, students should be able to:
- describe the role of a financial planner and the process of financial planning;
- explain the Australian legal and regulatory framework in which financial planners operate;
- demonstrate an understanding of ethical behaviour in dealings and relatinships witih clients, regulators, financial bodies and other third parties;
- apply therories of investment, portfolio management and risk management (investment and insurance);
- outline the Australian taxation system, and identify and predict the effects of taxation on particular financial products and strategies;
- outline the operation of superannuation, and identify and analyse taxation implications on the retirement needs of individuals;
- discuss the main features of estate planning and explain how the Australian social security system is impacted by different income streams; and
- prepare a Statement of Advice (financial plan) for a client.
Students must complete 24 courses/144 units of credit
20 core courses;and
20 compuslory courses
|Course Code ||Course Name |
| ACCT11057 || Principles of Accounting |
| ACCT11059 || Using Accounting for Decision Making |
| ACCT19083 || Corporate Governance & Ethics |
| COIS11011 || Foundations of Business Computing |
| ECON11026 || Principles of Economics |
| ECON19033 || Macroeconomics |
| FINC11001 || Fundamentals of Personal Financial Planning |
| FINC19011 || Business Finance |
| FINC19012 || Investment Analysis and Risk Management |
| FINC19016 || Retirement and Superannuation |
| FINC19018 || Estate and Succession Planning |
| FINC19019 || Insurance Planning |
| FINC19020 || Financial Plan Construction |
| HRMT11010 || Organisational Behaviour |
| LAWS11030 || Introductory and Contract Law |
| LAWS19032 || Company & Association Law |
| LAWS19033 || Taxation Law and Practice A |
| MGMT19114 || Strategic Management |
| MRKT11029 || Marketing |
| STAT11048 || Essential Statistics |
Plus 4 electives
Elective courses must be chosen from the Faculty of Arts, Business, Informatics and Education Undergraduate Electives page, provided prerequisites have been met and must include at least one course at advanced level.
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