- 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 Major | 2018
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: CSIT110, LAW 101, MGNT110, MARK101, ACCY228, FIN 252, 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 |
| ECON100 | Economic Essentials for Business | 6 | Autumn, Spring |
| MATH187 | Mathematics 1: Algebra and Differential Calculus | 6 | Autumn |
| ACCY112 | Accounting In Organisations | 6 | Autumn, Spring, Summer 2017/2018 |
| ECON102 | Economics and Society | 6 | Autumn, Spring |
| MATH100 | Introduction to Mathematics | 6 | Autumn |
| MATH188 | Mathematics 2: Series and Integral Calculus | 6 | Spring |
| CSIT110 | Fundamental Programming with Python | 6 | Autumn |
| MATH123 | Discrete Mathematics and Difference Equations | 6 | 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 |
| MGNT110 | Introduction to Management | 6 | Autumn, Spring, Summer 2017/2018 |
| ACCY228 | Taxation for Financial Planners | 6 | Spring |
| FIN 320 | Risk and Insurance | 6 | Spring |
| MARK101 | Marketing Principles | 6 | Autumn, Spring, Summer 2017/2018 |
| 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, Spring 2017/Autumn 2018 |
| ECON331 | Financial Economics | 6 | Spring |
| FIN 329 | Advanced Financial Planning | 6 | Spring |
| FIN 423 | Portfolio Management | 6 | Trimester 3 |
| Plus ONE subject from the List of Electives (see BMathFin(Hons)) | |||
Entry Requirements & Credit Arrangements
Information on academic and English language requirements, as well as eligibility for credit for prior learning, is available from the Course Finder.
Other Information
For further information email: eis@uow.edu.au