Bachelor of Commerce

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Financial Planning^ - unit set code MJ-M30014

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

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 who complete the Financial Planning major sequence in the Bachelor of Commerce 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.

MAF101Fundamentals of Finance

MAF202Money and Capital Markets

MAF255Financial Planning

MAF311Superannuation Planning

MAF312Advanced Financial Planning

Plus one unit from:

MAF307Equities and Investment Analysis

MLC301Principles of Income Tax Law

MAF315Building Client Relationships

MAF316Estate Planning


(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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