Course summary

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, social services planning, retirement planning, risk planning and estate planning.

This degree

You will undertake a foundation year that covers all core disciplines of business, giving you a solid understanding of issues facing organisations today. From your second year, you will begin your Financial Planning major covering subjects from investment analysis, risk and insurance, to advanced financial planning.

You will also undertake a final-year capstone subject that lets you apply everything you have learned in collaboration with students from other disciplines. Plus, you have the option of applying for an internship to gain valuable experience whilst receiving credit towards your degree.

What you will study

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 learn the codes of conduct governing the financial planning industry and relevant regulatory frameworks, advising techniques, and how to build and maintain clients' investment portfolios.

You will utilise advanced technology at our Bloomberg terminals to examine real-time data and research analytics on every major financial market. Whilst analysing the trend of investments, you will also examine macroeconomic events to identify the change in behaviour and learn to provide recommendations for future clients.

After completing the Bachelor of Business (Financial Planning), you may enrol in a postgraduate business Master’s degree and be eligible for up to 4 subjects credit, reducing your master’s degree to 1 year. This degree trajectory means you can graduate with your bachelor’s and master’s degree in just 4 years.

Additional information:

The Financial Planning major can be completed in full at our Wollongong campus. Completion of full majors at regional campuses is subject to availability at time of enrolment.

• UOW Wollongong – UAC 751237
• UOW Batemans Bay - UAC 751239
• UOW Bega - UAC 751240
• UOW Shoalhaven - UAC 751238
• UOW Southern Highlands - UAC 751241
• UOW Southern Sydney - UAC 751242
• UOW South Western Sydney – UAC 751243