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-M30044

Professional recognition

The Bachelor of Commerce (with a major in Financial Planning) is a course approved by the new financial planning standards body - the Financial Adviser Standards and Ethics Authority (FASEA). Graduates who complete the Financial Planning major sequence in the Bachelor of Commerce will satisfy the education standards prescribed by FASEA to be able to provide financial advice in Australia and be eligible for entry into the certification programs of the professional financial planning associations - the CERTIFIED FINANCIAL PLANNER® Certification Program offered by the Financial Planning Association of Australia (FPA) and the Fellow Chartered Financial Practitioner designation offered by the Association of Financial Advisers (AFA). This major also allows advisers to meet any education requirements as set out in the Tax Agents Services Act (TASA) including completion of taxation law units approved by the Tax Practitioners Board (TPB).

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

  • Client Behaviour and Decision Making MAA215
  • Ethics for Financial Professionals MAA250 ^
  • Financial Planning MAA255
  • Superannuation Planning MAA317
  • Advanced Financial Planning MAA318
  • Estate Planning and Insurance MAA319
  • Equities and Investment Analysis MAF307
  • Principles of Income Tax Law MLC301
  • *Please note: Waterfront (Geelong) and Warrnambool students will be required to undertake one unit in Cloud (online) mode.

    ^MAA250.3 only meets the Financial Standards and Ethics Authority (FASEA) accreditation requirements for the Ethics bridging unit if completed from Trimester 2 2019. For students who have completed the earlier version of MAA250, an option to meet the accreditation requirements is to consider enrolling in the postgraduate version of the unit (MAA769 Ethics for Financial Services) as a single unit of study.  Please contact a Student Adviser for further information buslaw@deakin.edu.au

     

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