Open Universities Australia

Dashboard

Find key dates

Access my LMS

Get free tutoring with Smarthinking

Change my studies

Support

Manage my account

View statements & reports

Request online support

Refer a friend

Architecture & construction

Art & creative design

Business & management

Community services & care

Education & teaching

Engineering

Health & medical science

Humanities & social science

IT & computer science

Law & justice

Media & communication

Psychology & mental health

Science

Search all courses

Explore study online

Undergraduate degrees

Postgraduate courses

University certificates

Pathways and pre-university

Single subjects

Microcredentials

Short courses

Study types

Help me choose a course

Chat with a student advisor

Compare courses

Degrees vs single subjects

Choosing a course

Study online

How OUA works

Key dates

How to enrol

Applying for credit

Study planning

Minimum age requirements

Textbooks & study materials

Computer requirements

International students

Getting started

Student loans

Study allowances

Fees

Financial options

Getting advice

Study preparation

Disability support

Exams

Free online tutoring

Special Circumstances

Your studies

Advice

13 6736

Study bachelor degree online with Griffith University through Open Universities Australia. Explore all degrees, subjects and short courses now.

Through this degree you will gain the technical capabilities required to integrate and apply theoretical and technical financial planning knowledge in areas such as financial markets, taxation, risk management, retirement and superannuation, estate planning and behavioural finance. You will also develop the professional skills required to communicate financial advice and ideas in complex collaborative contexts involving finance and investment professionals and clients. You will also have the opportunity to gain practical work experience and career skills development as part of your study that will help you graduate with added skills sought by employers.

From risk management to taxation, estate planning to behavioural finance – this degree will set your career in motion. Gain skills to communicate, advise and collaborate in workplaces such as banks, fund management and financial planning companies. 

Bachelor of Applied Financial Advice

Financial Planning 1

This course provides students with a broad overview of personal financial advice and the role of financial advisers in a dynamic environment. Students apply the knowledge and skills covered in this course to discussions of contemporary issues, such as ethics, regulation, technology and government policy, and authentic financial planning tasks.

The primary aim of this course is to build on students’ awareness of their future employment environment covered in 1204AFE Professional Awareness, and to further develop the core knowledge and skills for them to effectively transition from a student to a professional reflective practitioner. To achieve this aim, the course continues to identify and apply tools to develop students&#39; generic and behavioural skills, highlights workplace rights and responsibilities from both legislative and modern workplace expectations perspectives, and supports the development of a portfolio of evidence for application to internship or graduate positions.

Professional Identity A

This subject aims to advance students&#39; knowledge and generic skills required to be effective in financial planning including an introduction to the FASEA Code of Ethics. Students are exposed to professional communication and connecting with professionals through networking events on and off campus including e.g. AFA Conference, FPA Conference, AMP PD Days, Association local chapter meetings.This is a restricted subject for students in the Bachelor of Applied Financial Advice and is only a 5 credit point subject.Prerequisites: AFE124 Professional Awareness A.

Professional Awareness B

This course advances student knowledge and skills in estate planning, from the regulatory environment, including the legal and tax implications of ownership structures in the management and transfer of assets, through to strategies to manage the client-professional relationship in the face of difficult circumstances including family breakdown, bankruptcy and the loss of a loved one. Prerequisite: AFE122 Financial Planning 1 and AFE227 Superannuation and Retirement.

Estate Planning

This subject examines psychological and social models of behaviour in the context of individual and group decision making. It provides insights into the approaches and perspectives that can be taken to more deeply understand the client-adviser relationship, the advice process and design of financial strategies.

Behavioural Finance

This subject focuses on the application of prior knowledge to the development of the necessary capacity to assess clients needs; prepare, present, evaluate and implement tailored, comprehensive financial plans. Students will also be able to recognise the implications of legal and ethical codes that relate to financial planners and to apply them to their own work activities.Â 
Prerequisites: AFE227 Superannuation and Retirement and AFE329 Estate Planning, AFE222 Risk Management and Insurance, AFE223 Financial Planning 2

Financial Planning, Construction and Review

This course focuses on developing skills to engage with clients in a real-world context and is delivered by experienced industry professionals via online learning over twelve weeks. This course maps to a number of National Financial Adviser Curriculum core knowledge areas. In particular, we focus on client relationships and consumer behaviour, which includes coverage of the following: Communication in a professional context, providing information about services to clients (FSG, PDS), collecting information from clients and setting goals, understanding self and others, interpersonal communication skills, the importance of client cues and prompts such as body language, tone of voice, how to create and build trust, fiduciary duty, ethical and professional conduct, legislated &#39;client best interests&#39; requirement, risk profiling vs investment behaviour, managing the ongoing relationship and conflict resolution.

Financial Planning Skills

This allows students to complete a mix of internship and elective subjects and cannot be done in conjunction with or in parallel to AFE301 Work Integrated Learning I (40CP). This subject is conducted with students participating in one of two main streams: Role-based placement in industry: In an individual student placement, a student undertakes a professional role in a financial services workplace. Students will couple the practical experience gained while on internship with critical reflection on industry practice and standards as part of their assessment. Students work in close liaison with their industry supervisor and Course Convenor throughout the placement. Project based engagement with industry: Projects are sought from a range of industry and university partners that require students to plan, execute and report on the findings of a research project. Students are involved in a structured research project with industry application under the guidance of the Course Convenor.NOTE: Enrolment in this subject is restricted. Students must have completed a minimum 130CP and have a GPA of at least 5.5. Students who meet these requirements are not automatically enrolled in the course. Recruitment processes, including interviews with industry partners, may be used to assess suitability for this subject. This is a 20 credit point subject.Incompatible: AFE301 Work Integrated Learning I (40CP).

Work Integrated Learning II

This subject facilitates student involvement in a structured Work Integrated Learning (WIL) placement or project. This subject is conducted with students participating in one of two main streams: - Role-based placement in industry: In an individual student placement, a student undertakes a professional role in a financial services workplace. Students will couple the practical experience gained while on internship with critical reflection on industry practice and standards as part of their assessment. Students work in close liaison with their industry supervisor and Course Convenor throughout the placement. - Project-based engagement with industry: Projects are sought from a range of industry and university partners that require students to plan, execute and report on the findings of a research project. Students are involved in a structured research project with industry application under the guidance of the Course Convenor.NOTE: Enrolment in this subject is restricted. Students must have completed a minimum 130CP and have a GPA of at least 5.5. Students who meet these requirements are not automatically enrolled in the course. Recruitment processes, including interviews with industry partners, may be used to assess suitability for this subject. This is a 40 credit point subject.Incompatible: AFE302 Work Integrated Learning II (20CP).

Work Integrated Learning I

A major objective of this subject is the generation of retirement planning strategies. Assessment items reflect the challenging demands of an industry which seeks to ensure all Australians enjoy a comfortable and self-funded retirement. Therefore it is expected that students are knowledgeable of technical and regulatory issues, skillful in strategic thinking and analysis and aware of contemporary issues in the superannuation and retirement context.Â 
Prerequisite: AFE122 Financial Planning 1

Superannuation and Retirement

Griffith University

Griffith University Bachelor Degree Financial planning Courses & Degrees | Open Universities Australia

Course results for Griffith University Undergraduate Financial planning Degrees

Need help choosing a course?