University of Wollongong

Course Details

Bachelor of Commerce (Financial Planning)

Course Description

Financial planners must have an understanding not only of finance but of accounting, management and marketing. Financial planning is the design of specific financial outcomes that meet a client's unique needs and objectives, given their financial resources and risk profile. Its broad approach is to fulfil clients' total needs, incorporating investment planning, taxation and social services planning, retirement planning, risk planning and estate planning. After a common first year in business you will study a broad range of disciplines to give you the knowledge a financial planner needs. You will also undertake a final-year capstone subject that lets you apply everything you've learned up to that point in collaboration with students from other disciplines. Plus, you have the option of applying for an internship that provides work-integrated learning. Career opportunities include fund manager, financial planner, wealth advisor and insurance broker. What you will study: You will investigate securities and the market they operate in as well as theories of the market and the equilibrium prices of securities. You will learn how to assess investments, and the method for identifying the best financial product for a client, with particular attention to their risk profile. You will learn the codes of conduct governing the financial planning industry and relevant regulatory frameworks, advising techniques, and how to build and maintain clients' investment portfolios.

Course Duration

NumberDuration
3year

Career outcomes

Overview of careers: Auditor Banker Analyst Financial controller Accountant Policy advisor Business adviser OHS officer HR manager consultant Stock broker Insurance broker Fund manager Exporter/importer Public relations coordinator Market researcher Advertising executive Brand/product manager Event manager.




Bachelor of Commerce (Financial Planning) University of Wollongong