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CG44 - Bachelor of Financial Planning

About Financial Planning

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. 

Study Mode

Online Education, Distance Learning & External study modes available

Career Opportunities

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

not applicable

Practicum/Work placement

not applicable

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)

Program Aims

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.

Program Structure

Students must complete 24 courses/144 units of credit

  • 20 core courses;and

    Courses Offered

    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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