Bachelor of Commerce

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Details of major sequences

Financial Planning

Campuses

Burwood (Melbourne), Waterfront (Geelong)*, Warrnambool*, Cloud (online)

Unit set code

MJ-M30044

Overview

Choosing a major sequence in financial planning will provide you with the skills you need to attain your own personal financial goals and to develop the expertise to advise others in a professional capacity. Financial planners specialise in key financial areas, including retirement taxation, investment and estate planning. You will examine both the theoretical framework of financial planning, plus the practical application of the theories and strategies.

Professional recognition

The Bachelor of Commerce (with a major in Financial Planning) is a course approved by the new financial planning standards body - the Financial Adviser Standards and Ethics Authority (FASEA). Graduates who complete the Financial Planning major sequence in the Bachelor of Commerce will satisfy the education standards prescribed by FASEA to be able to provide financial advice in Australia and be eligible for entry into the certification programs of the professional financial planning associations - the CERTIFIED FINANCIAL PLANNER® Certification Program offered by the Financial Planning Association of Australia (FPA) and the Fellow Chartered Financial Practitioner designation offered by the Association of Financial Advisers (AFA).

Career outcomes

Financial planners are innovative and lateral in their thinking, they are up to date with the latest changes and they are committed to providing sound, independent and ethical advice.