- Students are to follow the requirements of the Handbook for the year they commenced the course.
However, the subject links below do not contain the subject information for the current year. You can view current subject information through the new Course Handbook.
Major in Financial Planning
The major study has the additional requirements that the following subjects be completed from the elective list: ISIT111, LAW101, MGMT110, MARK101, ACCY228, FIN251, FIN320, FIN328 AND FIN329.
For the Honours program, students must complete FIN423 in place of FIN323, and the Honours project INFO401 must be in the area of mathematical or statistical aspects of financial planning.
For the non-Honours program, STAT304 must be completed.
Course Program
Subjects |
Session |
Credit Points | |
Year 1 | |||
ACCY111 |
Accounting Fundamentals in Society |
Autumn |
6 |
ECON101 |
Macroeconomic Essentials for Business |
Spring |
6 |
MATH187 |
Mathematics 1: Algebra & Differential Calculus |
Autumn |
6 |
ACCY112 |
Accounting in Organisations |
Spring |
6 |
ECON111 |
Introductory Microeconomics |
Autumn |
6 |
MATH111 |
Applied Mathematical Modelling 1 |
Spring |
6 |
MATH188 |
Mathematics 2: Series & Integral Calculus |
Spring |
6 |
ISIT111 |
Programming Concepts |
Autumn |
6 |
Year 2 | |||
FIN 222 |
Corporate Finance |
Autumn |
6 |
FIN 252 |
Personal Finance |
Autumn |
6 |
MATH201 |
Multivariate & Vector Calculus |
Autumn |
6 |
STAT231 |
Probability & Random Variables |
Autumn |
6 |
FIN 223 |
Investment Analysis |
Spring |
6 |
FIN 322 |
Advanced Corporate Finance |
Spring |
6 |
MATH202 |
Differential Equations 2 |
Spring |
6 |
STAT232 |
Estimation & Hypothesis Testing |
Spring |
6 |
Year 3 | |||
LAW 101 |
Law, Business & Society |
Autumn |
6 |
FIN 328 |
Retirement & Estate Planning |
Autumn |
6 |
MATH203 |
Linear Algebra |
Autumn |
6 |
MGMT110 |
Introduction to Management |
Autumn |
6 |
ACCY228 |
Tax Planning |
Spring |
6 |
FIN 320 |
Risk & Insurance |
Spring |
6 |
MARK101 |
Marketing Principles |
Spring |
6 |
STAT332 |
Linear & Generalised Linear Models |
Spring |
6 |
Year 4 (Non Honours) | |||
FIN 323 |
Portfolio Analysis |
Autumn |
6 |
MATH317 |
Financial Calculus |
Autumn |
6 |
STAT304 |
Applied Probability & Financial Risk |
Autumn |
6 |
ECON331 |
Financial Economics |
Spring |
6 |
FIN 329 |
Advanced Financial Planning |
Spring |
6 |
Plus | |||
18 credit points from List of Electives |
18 | ||
Year 4 (Honours) | |||
MATH407 |
Research Methods |
Autumn |
6 |
MATH317 |
Financial Calculus |
Autumn |
6 |
INFO401 |
Mathematics & Finance Honours Project |
Annual |
12 |
ECON331 |
Financial Economics |
Spring |
6 |
FIN 329 |
Advanced Financial Planning |
Spring |
6 |
FIN423 |
Portfolio Management |
Spring |
6 |
Plus | |||
6 credit points from the List of Electives |
6 |
Other Information
Further information is available at http://coursefinder.uow.edu.au/ or email: informatics_enquiries@uow.edu.au