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Bachelor of Commerce

Note: You are seeing the 2013 view of this course information. These details may no longer be current.

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Financial Planning (B, S, W*, X)^ - unit set code MJ-M30014

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 (B, S, W, X)  

MAF202 Money and Capital Markets (B, S, W, X)  

MAF255 Financial Planning (B, S, W, X)  

MAF311 Superannuation Planning (B, S, W, X)  

MAF312 Advanced Financial Planning (B, S, W, X)  

Plus one unit from:

MAF307 Equities and Investment Analysis (B, S, X, ONLINE)  

MLC301 Principles of Income Tax Law (B, S, W, X)  



(i) Students may be required to undertake additional units if seeking RG146 and should check the ASIC website.

(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 online or off campus mode.

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8th June 2007