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Bachelor of Commerce

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Financial Planning^ - unit set code MJ-M30014

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

 

May only be selected as a second Major for Bachelor of Commerce students


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.

Professional recognition
Graduates of this course are eligible to join the Financial Planning Association (FPA).

Career opportunities
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.

 

MAF101 Fundamentals of Finance  

MAF202 Money and Capital Markets  

MAF255 Financial Planning  

MAF311 Superannuation Planning  

MAF312 Advanced Financial Planning  

Plus one unit from:

MAF307 Equities and Investment Analysis  

MLC301 Principles of Income Tax Law  

MAF315 Building Client Relationships  

MAF316 Estate Planning  

 

 

 

Note:

(i) Students will be required to undertake the four elective units listed if seeking FPA accreditation.

(ii) Financial planning students intending to undertake an Honours degree must also complete the Finance major sequence.

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

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8th June 2007