In this course you will be first introduced to foundational concepts, theories and practices in business and corporations’ law, financial planning principles and regulations and investment management. You will further build your knowledge and skills in taxation law and practice, superannuation and wealth management and ethics and professional relationships. Throughout this course you take part in practical projects including analysis of real-world financial and regulation issues, developing an investment plan for a client based on the client’s information and completion of income tax returns. Your final two units will focus on engaging clients to prepare an insurance and risk management plan and a financial plan.

This course is approved by the Financial Advisers Standards and Ethics Authority (FASEA). A FASEA approved degree is required to practice as a financial planner or advisor in Australia. Graduates of this program will also satisfy the education requirements to seek membership with the Financial Planning Association of Australia (FPA). As a student of this degree you can become affiliated with the FPA at no charge gaining valuable access to career development activities and resources of the FPA.

Possible careers

• Financial Advisor
• Financial Planner
• Investment Manager
• Superannuation Advisor