2020 Undergraduate Courses

Financial Planning Major | 2020

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 following subjects must be completed within the Bachelor of Mathematics and Finance (Honours) degree to satisfy the requirements of the Financial Planning major:

ACCY228CSIT110, ECON100, ECON331FIN 252FIN 320FIN 328FIN 329FIN 423LAW 101, one of  MGNT110 or  MARK101

This major is currently under consideration for accreditation. If successful, to be eligible for the accreditation students who have not completed LAW 101 prior to 2020, must also take LAW 302. Please consult the Academic Program Director for advice on the program of study.

The following program of study is recommended to satisfy this major in the Bachelor of Mathematics and Finance (Honours) degree in the minimum time.

Subject Code Subject Name Credit Points Session(s)
Year 1
ACCY111Accounting Fundamentals In Society6Autumn, Spring
FIN 111Introductory Principles of Finance6Autumn, Spring, Summer 2020/2021
MATH100Introduction to Mathematics6Autumn
MATH187Mathematics 1: Algebra and Differential Calculus6Autumn
ACCY112Accounting In Organisations6Autumn, Spring, Summer 2020/2021
ECON100Economic Essentials for Business6Autumn, Spring
MATH188Mathematics 2: Series and Integral Calculus6Spring
STAT101Introduction to Statistics6Spring
Year 2
FIN 222Corporate Finance6Autumn, Spring
MATH201Multivariate and Vector Calculus6Autumn
MATH202Differential Equations: Analysis and Applications6Autumn
STAT201Random Variables and Estimation6Autumn
FIN 223Investment Analysis6Autumn, Spring
FIN 322Advanced Corporate Finance6Spring
MGNT110
or
MARK101

Introduction to Management

Marketing Principles

6

Autumn, Spring, Summer 2020/2021

STAT202Statistical Inference and Introduction to Model Building6Spring
Year 3
CSIT110Fundamental Programming with Python6Autumn
FIN 252Personal Finance6Autumn
FIN 328Retirement and Estate Planning6Autumn
LAW 101Introduction to Law6Autumn
ACCY228Taxation for Financial Planners6Spring
FIN 320Risk and Insurance6Spring
FIN 329Advanced Financial Planning6Spring
MATH203Linear Algebra and Groups6Spring
Year 4
INFO401Mathematics and Finance Honours Project12Annual, Spring 2020/Autumn 2021
MATH317Financial Mathematics6Autumn
MATH407Research Methods6Autumn
STAT332Generalised Linear Models6Autumn
ECON331Financial Economics6Spring
FIN 423Portfolio Management6Trimester 1
Plus ONE 400-level MATH/STAT/INFO subject from the List of Electives

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

Last reviewed: 2 October, 2019