Bachelor of Management

Note: You are seeing the 2017 view of this course information. These details may no longer be current.

Financial Planning


Burwood (Melbourne), Waterfront (Geelong), Cloud (online)

Unit set code



Choosing a major sequence in 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 in a professional capacity. Financial planners specialise in key financial areas, including retirement taxation, investment and estate planning. You will examine both the theoretical framework of financial planning, plus the practical application of the theories and strategies.

Career outcomes

Financial planners are innovative and lateral in their thinking, they are up to date with the latest changes and they are committed to providing sound, independent and ethical advice.


MAF202Money and Capital Markets

MAA255Financial Planning >

MAA317Superannuation Planning *

MAA318Advanced Financial Planning ^

MLC301Principles of Income Tax Law

MAF307Equities and Investment Analysis

*This unit was previously coded MAF311

^This unit was previously coded MAF312

>This unit was previously coded MAF255

Note: Students will be required to undertake the two elective units listed below in addition to the units listed in the major sequence if seeking FPA accreditation.

MAA215Building Client Relationships ~

MAA319Estate Planning and Insurance <

~This unit was previously coded MAF315

< This unit was previously coded MAF316