Financial planning

MAJOR

Overview

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.

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Key information

Campuses

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

Unit set code

MJ-M32501

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.

Explore units

Units

  • Money and Capital Markets MAF202
  • Financial Planning MAA255 >
  • Superannuation Planning MAA317 *
  • Advanced Financial Planning MAA318 ^
  • Principles of Income Tax Law MLC301
  • Equities and Investment Analysis MAF307
  • *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.

  • Building Client Relationships MAA215 ~
  • Estate Planning MAA319 <
  • ~This unit was previously coded MAF315

    < This unit was previously coded MAF316

    * Warrnambool students will be required to undertake one unit in Cloud (online) mode.

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