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Bachelor of Business (Financial Planning)

Highlights

• Financial planning is a service helping people and businesses to manage their financial affairs and meet their financial goals.
• Build expertise in the fields of taxation, cash flow modeling, superannuation, insurance and investment planning to suit a diverse range of clients and contexts.
• Develop superior communication skills to enable you to provide clear, ethical and professional advice to your clients.
• Prepares you for a career as a financial planner, financial advisor, investment manager or superannuation adviser.
• Graduates who complete the financial planning majors will satisfy the education requirements to seek membership in the Financial Planning Association of Australia (FPA).
• As a student of this degree, you can become affiliated with the FPA at no charge gaining valuable access to career development activities and resources of the FPA.
• Graduates will also be ready to participate in the educational qualifications and standards framework set by the Financial Adviser Standards and Ethics Authority (FASEA) which will be required before being able to provide personal financial planning advice to retail clients.

Why choose this course?

The financial planning profession helps people and businesses to manage their financial affairs and meet their financial goals. Financial planners assist their clients to set their financial goals, prepare financial plans and implement recommendations. They provide advice on cash flow and liability management; retirement, investment, tax and estate planning; and risk management and insurance planning.

In this course, you will build technical skills to provide effective, holistic solutions to complex and unpredictable financial problems. You will also develop superior communication skills in order to understand your clients’ needs and communicate effectively, ethically and professionally with your clients.

In your discipline units, you will gain expertise in the fields of taxation, cash flow modeling, superannuation, insurance and investment planning to suit a diverse range of clients and contexts.