- 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
Financial planners must have an understanding not only of finance but of accounting, management and marketing. Financial Planning is the design of specific financial outcomes that meet a client's unique needs and objectives, given their financial resources and risk profile. Its broad approach is to fulfil clients' total needs, incorporating investment planning, taxation and social services planning, retirement planning, risk planning and estate planning.
You will study a broad range of disciplines to give you the knowledge a financial planner needs. You will investigate securities and the market they operate in as well as theories of the market and the equilibrium prices of securities. You will learn how to assess investments, and the method for identifying the best financial product for a client, with particular attention to their risk profile. You will also learn the codes of conduct governing the financial planning industry and relevant regulatory frameworks.
Subjects Required for Major Study
| Subject Code | subject Name | Credit Points | Session(s) |
|---|---|---|---|
| LAW 101 | Law, Business and Society | 6 | Autumn |
| ACCY228 | Taxation for Financial Planners | 6 | Spring |
| FIN 223 | Investment Analysis | 6 | Autumn, Spring |
| FIN 252 | Personal Finance | 6 | Autumn |
| FIN 320 | Risk and Insurance | 6 | Spring |
| FIN 323 | Portfolio Analysis | 6 | Autumn |
| FIN 328 | Retirement and Estate Planning | 6 | Autumn |
| FIN 329 | Advanced Financial Planning | 6 | Spring |
Note: Students undertaking a double major with Finance are required to substitute an additional 300-level FIN subject for FIN323 in their Finance major.
Professional Recognition/accreditation
Graduates of the Bachelor of Commerce (Financial Planning) may meet the educational and membership requirements of relevant professional associations. For more information, visit Professional Accreditation and Recognition.
Other Information
Further information is available at:
UOW Course Finder
Email: business-enquiries@uow.edu.au