Stay ahead of the game – gain a degree in financial planning with Swinburne Online and you will be ready to meet the new education requirements of the Financial Adviser Standards and Ethics Authority (FASEA).
Our Bachelor of Business with a Major in Financial Planning will equip you with the knowledge you need to provide professional financial planning to others. You’ll cover financial management, taxation, ethics, retirement planning, investments and even financial risk.
The Bachelor of Business with a Major in Financial Planning is approved by FASEA and the Financial Planning Association of Australia (FPA).
Develop financial strategies for individuals or organisations and assist clients with complex decision to protect and grow their wealth.
As a junior member of a financial planning team, collate documents from clients and complete the baseline, non-customer-facing work for a financial planning session.
Manage clients within a service capacity and be involved in client reviews. Servicing Planners are the first point of contact for customers who may be in need of financial advice.
What you will learn
Understand the major principles of tax planning issues and concepts.
Principles of Financial Planning
Examines the management of financial planning practices and develop a Statement of Advice based on the unique characteristics and requirements of clients.
Ethical client relationships
Learn about the fundamental ethical principles, the main ethical issues encountered, and the ethical behaviour support resources available, in professional financial planning services practice
Gain knowledge of the financial system, various regulatory bodies, key participants and potential risks in the financial markets.
Retirement and estate planning
Learn about retirement planning with a particular focus on the superannuation industry and estate planning.
Management of Personal Financial Risk
Gain understanding of the pervasive nature of pure risk on individual and society.