Financial planners help people manage their financial affairs and plan their futures. They have a deep understanding of finance, relevant sections of the law, high ethical standards and excellent people skills.

In this double major, you will gain a broad knowledge of investments required to provide financial advice.

Your learning will address subjects in areas, including financial principles, financial instruments, markets, tax law, corporate finance, portfolio management, estate planning, ethics and compliance. You will also learn about the psychology behind people’s financial decisions and behaviours.

From 1 January 2019, every person entering the profession of financial planning must have completed a degree approved by FASEA, Australia’s Financial Advisor Standards and Ethics Authority. Curtin’s Finance and Financial Planning double major, which covers key bodies of knowledge identified by FASEA in considerable depth, was one of the first programs in Australia to get this approval.

This double major concludes with a unique 120-hour work placement capstone experience, where you will intern with one of the WA Chapter of the Financial Planning Association’s member organisations.