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Bachelor of Commerce
(Applied Finance (Planning))
Financial planners must have an understanding not only of finance but also of accounting, management and marketing. They need to be able to utilise information systems to track clients’ portfolios and keep up-to-date on investment information. Financial advisors work independently and/or for large concerns. They may be employees or be self-employed. They provide counselling services to individuals or to corporations about how to best plan for future financial needs. This major builds the skill set needed for recognition by the Australian Securities and Investments Commission, allowing finance graduates who choose this major to work as financial dealers, for stock brokers, in banks, life insurance companies or credit unions, or as independent funds managers.
Professional Recognition
On completion of a Bachelor of Commerce (Applied Finance (Planning)), you will have gained the necessary skills and qualifications to work as a financial planner offering services to a broad clientele. This degree has been designed to meet the requirements of the Australian Securities and Investments Commission (ASIC) and is accredited with the Financial Planning Association (FPA) for entry into the FPA CFP Education program.
Subjects required for major study
| Subjects |
|
Session |
Credit Points |
|
ACCY228
|
Tax Planning
|
Spring |
6
|
| FIN221 |
Business Finance I
|
Autumn/ Spring |
6
|
| FIN251 |
Introduction to Financial Planning
|
Autumn |
6
|
| FIN320 |
Risk & Insurance |
Spring |
6
|
| FIN328 |
Retirement & Estate Planning
|
Spring |
6
|
| FIN329 |
Real Estate Planning
|
Autumn |
6
|
|
FIN324 |
Financial Statement Analysis
|
Autumn |
6
|
|
MGMT215
|
Small Business Management
|
Autumn |
6
|
Additional specified subjects (30 credit points) required for professional accreditation: FIN223, FIN226, FIN323, LAW100 and LAW210.
Other Information
Additional information is available from http://www.uow.edu.au/ or email accfin@uow.edu.au
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