- 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.
Financial Planning
This major is particularly applicable to those who wish to pursue a career within the financial services industry by gaining professional qualifications in the areas of providing financial planning and financial advice to clients. The areas of service provision are very wide including investment and asset portfolio construction and advice, superannuation, retirement and estate planning and associated services. In Australia, the Financial Planning Association of Australia is the relevant professional body.
Subjects Required for Major Study
The major study has the additional requirements that the following subjects be completed from the elective list: ISIT111, LAW 101, MGMT110, MARK101, ACCY228, FIN 251, FIN 320, FIN 328 and FIN 329. Students must complete FIN 423 in place of FIN 323, and the Honours project INFO401 must be in the area of mathematical or statistical aspects of financial planning.
| Subject Code | subject Name | Credit Points | Session(s) |
|---|---|---|---|
| Year 1 | |||
| ACCY111 | Accounting Fundamentals In Society | 6 | Autumn, Spring |
| ECON101 | Macroeconomic Essentials for Business | 6 | Autumn, Spring |
| MATH187 | Mathematics 1: Algebra and Differential Calculus | 6 | Autumn |
| ACCY112 | Accounting In Organisations | 6 | Autumn, Spring |
| ECON111 | Introductory Microeconomics | 6 | Autumn, Spring |
| MATH111 | Applied Mathematical Modelling 1 | 6 | Spring |
| MATH188 | Mathematics 2: Series and Integral Calculus | 6 | Spring |
| ISIT111 | Programming Concepts | 6 | Autumn, Spring |
| Year 2 | |||
| FIN 222 | Corporate Finance | 6 | Autumn, Spring |
| FIN 252 | Personal Finance | 6 | Autumn |
| MATH201 | Multivariate and Vector Calculus | 6 | Autumn |
| STAT231 | Probability and Random Variables | 6 | Autumn |
| FIN 223 | Investment Analysis | 6 | Autumn, Spring |
| FIN 322 | Advanced Corporate Finance | 6 | Spring |
| MATH202 | Differential Equations 2 | 6 | Spring |
| STAT232 | Estimation and Hypothesis Testing | 6 | Spring |
| Year 3 | |||
| LAW 101 | Law, Business and Society | 6 | Autumn |
| FIN 328 | Retirement and Estate Planning | 6 | Autumn |
| MATH203 | Linear Algebra | 6 | Autumn |
| MGMT110 | Introduction to Management | 6 | Autumn, Spring |
| ACCY228 | Taxation for Financial Planners | 6 | Spring |
| FIN 320 | Risk and Insurance | 6 | Spring |
| MARK101 | Marketing Principles | 6 | Autumn, Spring |
| STAT332 | Linear and Generalised Linear Models | 6 | Spring |
| Year 4 | |||
| MATH407 | Research Methods | 6 | Autumn |
| MATH317 | Financial Calculus | 6 | Autumn |
| INFO401 | Mathematics and Finance Honours Project | 12 | Annual |
| ECON331 | Financial Economics | 6 | Spring |
| FIN 329 | Advanced Financial Planning | 6 | Spring |
| FIN 423 | Portfolio Management | 6 | Spring |
| Plus ONE subject from the List of Electives (see BMathFin(Hons)) | |||
Credit Arrangements
Refer to UOW's credit arrangements for information on how to apply for credit.
Other Information
Further information is available at:
Email: eis@uow.edu.au