Financial Planning

Financial planning will provide you with the skills you need to attain your own personal financial goals and to develop the expertise to advise others on a professional basis. Financial planners specialise in key areas including retirement, taxation, investment and estate planning. This major sequence examines the theoretical framework and practical application of financial planning theories and strategies.

Why choose Deakin?

At an undergraduate level, a financial planning specialisation can be studied through the Bachelor of Commerce (BCom). Deakin's BCom is internationally recognised and EPAS accredited by the European Foundation for Management Development (EFMD). EPAS is an international quality benchmark for business programs worldwide. Deakin is the only Australian university with EPAS accreditation for its Bachelor of Commerce.

Career opportunities
Financial Planning graduates work in financial planning firms, accounting firms and financial institutions.

Professional Recognition

The Financial Planning Association (FPA) has accredited our Bachelor of Commerce (major in financial planning) as an approved degree for entry into the CERTIFIED FINANCIAL PLANNER® education program, an important part of the requirements to become a CFP professional. (CFP Certification Program FPA Approved List).

Regulator

Regulatory Guideline 146 (RG146) is issued by ASIC and sets out the minimum training standards for people who provide financial product advice to retail clients. RG146 contains a number of training competencies which are related to the areas in which advice is given. Individual units in our Bachelor of Commerce satisfy particular competencies within RG146. See ASIC's website.