- 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.
Subjects | Session | Credit Points | |
Year 1 | |||
Accounting Fundamentals in Society | Autumn/Spring | 6 | |
Macroeconomic Essentials for Business | Autumn/Spring | 6 | |
Mathematics 1: Algebra & Differential Calculus | Autumn | 6 | |
Accounting in Organisations | Autumn/Spring | 6 | |
Introductory Microeconomics | Autumn/Spring | 6 | |
Applied Mathematical Modelling 1 | Spring | 6 | |
Mathematics 2: Series & Integral Calculus | Spring | 6 | |
Programming Concepts | Autumn | 6 | |
Year 2 | |||
Corporate Finance | Autumn | 6 | |
Personal Finance | Autumn | 6 | |
Multivariate & Vector Calculus | Autumn | 6 | |
Probability & Random Variables | Autumn | 6 | |
Investment Analysis | Spring | 6 | |
Advanced Corporate Finance | Spring | 6 | |
Differential Equations 2 | Spring | 6 | |
Estimation & Hypothesis Testing | Spring | 6 | |
Year 3 | |||
Law, Business & Society | Autumn | 6 | |
Retirement & Estate Planning | Autumn | 6 | |
Linear Algebra | Autumn | 6 | |
Introduction to Management | Autumn | 6 | |
Taxation for Financial Planners | Spring | 6 | |
Risk & Insurance | Spring | 6 | |
Marketing Principles | Spring | 6 | |
Linear & Generalised Linear Models | Spring | 6 | |
Year 4 (Non Honours) | |||
Portfolio Analysis | Autumn | 6 | |
Financial Calculus | Autumn | 6 | |
Applied Probability & Financial Risk | Autumn | 6 | |
Financial Economics | Spring | 6 | |
Advanced Financial Planning | Spring | 6 | |
Plus | |||
18 credit points from List of Electives | 18 | ||
Year 4 (Honours) | |||
Research Methods | Autumn | 6 | |
Financial Calculus | Autumn | 6 | |
Mathematics & Finance Honours Project | Annual | 12 | |
Financial Economics | Spring | 6 | |
Advanced Financial Planning | Spring | 6 | |
Portfolio Management | Spring | 6 | |
Plus | |||
6 credit points from the List of Electives | 6 | ||
Other Information
Further information is available at:
UOW Course Finder
Email: eis@uow.edu.au