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The world of finance is constantly innovating. Digital technologies are revolutionising accounting and finance – and you can be part of it. Taught by experienced financial professionals, this course will give you the tools to evaluate and communicate financial information to drive business outcomes. With a focus on the latest technology and sustainable investment, you’ll learn to help clients plan for investment, taxation, insurance, retirement and estate planning. Jump into a rewarding career path where you’ll help people secure the financial future they’ve been working for.Boost your CV throughout your studies with exposure to the latest financial management software, such as Xero and Xplan. You’ll undertake assessments designed to prepare you for the workforce, such as developing strategies for live clients and undertaking a financial planning project, where you will learn to make investment decisions and get insight into what it’s like to be a financial advisor.  Through the Accounting and Financial Planning major, you’ll understand business practices from the ground up and graduate having already used many industry-standard software and strategies.This course meets the educational requirements of the Financial Planning Association of Australia (FPA). It is also accredited by the Chartered Accountants Australia and New Zealand (CAANZ) and CPA Australia. In addition it is approved by the Financial Adviser Standards (FAS), ensuring you’ll learn the skills necessary to enter the financial planning industry with confidence.

Learn to interpret and communicate financial information and use the latest technology to add business value. You’ll study investment, taxation, insurance, and more. Make confident decisions and steer clients towards sustainable financial futures.

Bachelor of Business with a Major in Accounting and Financial Planning

The Bachelor of Business and Enterprise has a focus on developing innovation and impact in a complex and changing business world with inspired and multidisciplinary learning experiences. You’ll become equipped with the practical skills, tools and knowledge that are vital for the sustainability of society, business and industry. Build a portfolio of professional experiences through a range of real world interactions with employers, industry and the community. You can undertake the course with a professionally accredited specialisation in accounting or financial services. Alternatively, you can choose a major in either business and data analytics, entrepreneurship and innovation, tourism management or aviation management, combining this with an industry project or an internship or a shared major from disciplines across the University.

Get set to run your own successful business or thrive as a business professional. This business degree offers a range of majors and specialisations so you can navigate today’s complex business world. Includes sustainability for that business edge.

Bachelor of Business and Enterprise

The aim of the program is to provide a sound understanding of the process of financial planning, together with some of the fundamental skills and knowledge that are required. In line with these objectives, each of the recognised steps in the financial planning process that have been developed by financial planners will be examined in detail, namely: gathering qualitative and quantitative data; identifying goals; identifying financial problems including: setting priorities, deciding on trade offs and considering opportunity costs; preparing or interpreting written recommendations; implementing agreed-upon plans; and, reviewing, revising and maintaining personal financial plans. The `key areas&#39; that are important for the financial planning process are examined, namely: the regulatory framework; investments; managed funds; superannuation; home ownership; risk management and insurance; taxation; consumer credit; social security; estate planning. The role of institutional culture and organisational systems impacting on ethical practice and the need and opportunity to professionalise financial advice will be examined. Learning and teaching in this program focus on the key areas of financial planning theory, process, strategies and practice. The program takes a structured, scaffolded approach (over two semesters) to its curriculum, where knowledge, skills and graduate attributes are built over time through an integrated and complementary set of financial planning units. The program is based around a dynamic, real world learning approach to student centred education, where students take responsibility for their own learning. Blended learning, as the central teaching and learning philosophy, forms the basis of the learning experience, where the class – whether online or face to face – is a space for in-depth, theory-practice discussion with peers, academic staff and financial planning professionals. The program is designed to develop students’ knowledge and skills to apply financial planning philosophy and theory to analyse, evaluate and develop solutions and strategies to financial planning problems through authentic, problem-based learning. The Graduate Diploma in Financial Planning is designed for financial planners who provide a range of standard financial planning services and individuals providing specialist para-planning services. It provides a range of skills and knowledge associated with providing compliant financial advice to a range of clients across different types of financial products. Graduates will have the capacity to reflect on experiences, and interpret complex information and practices through research and inquiry. Work functions in the occupational areas where this qualification may be used are subject to regulatory requirements. Please note: Based on current availabilities it may not be possible to complete the course within 1 year if commencing in Semester 2.

Graduate as a financial planner who feels assured in giving compliant financial advice. Hone your knowledge in planning and para-panning services, different financial products and meeting various clients’ needs.

Graduate Diploma of Financial Planning

A qualification approved by the Financial Adviser Standards and Ethics Authority (FASEA) is mandatory for all financial planners. Swinburne Online’s FASEA-approved Graduate Diploma in Financial Planning is a great way to meet the new education requirements for existing financial planners, as well as people who are looking to start their career in the field.This qualification will equip you with knowledge in investment, insurance, taxation, superannuation and estate planning. It develops the analytical and creative skills you will need for tackling Financial Planning issues within planning and decision making.Studying online gives you the benefit of upskilling and earning your qualification without having to put your life on hold. You can continue to work and study at the same time.The Graduate Diploma of Financial Planning is also accredited by the Financial Planning Association of Australia (FPA). While you are studying you can become a member of the FPA for free to get access to a network of financial planning professionals and resources. Existing members of the FPA will receive a 15% discount for this course.

Revisit the financial planning essentials, then go deeper into economic and regulatory factors. You’ll cover insurance, estate planning, taxation, and more. Grow your professional capacity. Manage your clients with confidence.

With a degree in Financial Planning, you’ll become the trusted expert people turn to for important advice throughout their lives. By sharing your expertise, you’ll enable your clients to reach their financial goals and make a real difference by doing so.Taught by experienced professionals, you’ll use the latest financial software and collaborate with your peers on a consulting project for a live client, meaning you’ll be able to step into the workplace with confidence.This course meets the educational requirements of the Financial Planning Association of Australia (FPA). It is approved by the Financial Adviser Standards (FAS), ensuring you’ll learn the skills necessary to enter the financial planning industry with confidence.

Work with clients to secure their financial futures. Under the guidance of experienced professionals, you’ll study taxation, retirement planning, and personal financial risk. Gain valuable industry connections and launch your career with confidence.

Bachelor of Business with a Major in Financial Planning

The Master of Financial Planning provides the high level knowledge and skills required of the modern financial adviser to start and progress their career. This includes coverage of the practice and theory of financial planning including financial markets, investments, risk management, taxation, retirement and estate planning, and behavioural finance.You will graduate with a degree accredited under the standards set out by the Financial Adviser Standards.The program has a foundation component (Graduate Certificate) which allows those without a prior degree in financial planning and those looking for a career change to participate. Those with qualifications and experience in the field can also enter the program and progress to the advanced level study.Griffith University offers a range of flexible delivery modes online. Find out more about our <a href="https://www.griffith.edu.au/study/business-government/financial-planning?level=pgrd" target="_blank" style="background-color: rgb(255, 255, 255); color: rgb(0, 0, 0);">Financial Planning </a>programs.

Learn to grow the wealth of others while you grow your own career. Become a master in planning for the ultimate financial success of your clients – from superannuation to retirement, investment, tax advice and more.

Master of Financial Planning

For those new to financial planning including career changers or non-degree holders, the Graduate Diploma of Financial Planning provides the foundation level of knowledge and skills required by modern financial advisors to start and progress their career. This includes the practice and theory of financial planning including financial markets, risk management and taxation.For experienced advisers holding a related degree, the Graduate Diploma of Financial Planning provides an opportunity to meet the new regulatory requirements and advance knowledge in areas such as finance, leadership, consumer behaviour and more. A choice of electives is packaged with the Financial Adviser Standards and Ethics Authority (FASEA) bridging courses into a program of study.You will graduate with a degree accredited under the new standards set out by FASEA.

Study to start your financial services career or meet new regulatory requirements within your current role. Understand business law, consumer psychology and financial markets. Explore electives in taxation, risk management and investment planning.

For experienced advisers holding a related degree, the Graduate Certificate in Financial Planning provides an opportunity to meet the new regulatory requirements and advance knowledge in areas such as finance, leadership, consumer behaviour and more. A choice of electives is packaged with the Financial Adviser Standards and Ethics Authority (FASEA) bridging courses into a program of study.At Griffith, our financial planning degrees are designed for flexibility so you can balance study with your current job, family commitments and social life. You can study full-time or part-time, at Nathan campus or online. With our accelerated online degrees, you can study part-time and still fast-track your Graduate Certificate in Financial Planning. Each course runs for six weeks so you can focus on one at a time. With six intakes every year, you can start virtually whenever you&#39;re ready.﻿Griffith University offers a range of flexible delivery modes including on campus and online. Find out more about our <a href="https://www.griffith.edu.au/study/business-government/financial-planning?level=pgrd" target="_blank" style="color: rgb(0, 0, 0); background-color: rgb(255, 255, 255);">Financial Planning</a> programs.

Whether you’re looking for a stepping stone into finance, or need to meet requirements for your existing work in the field, this certificate is your key to confidence in foundation-level knowledge required for financial planning roles. 

Graduate Certificate in Financial Planning

You’ve got industry experience; here is your solution to the education requirements now required of financial planners by the Financial Adviser Standards and Ethics Authority (FASEA). The Graduate Certificate of Financial Planning is designed to meet the FASEA bridging course requirements for existing financial advisers – approval is pending.You’ll refresh your knowledge while drawing on your own experience in investment, insurance, taxation, superannuation and estate planning. Course work will take you through the foundation skills of financial planning – analytical and creative planning and decision making.By and earning your qualification online you upskill without having to put your life on hold. You can continue to work and study at the same time.While you are studying you can become a member of the Financial Planning Association (FPA) for free to get access to a network of financial planning professionals and resources.The Graduate Certificate of Financial Planning is designed to meet the Financial Adviser Standards and Ethics Authority (FASEA) bridging course requirements for existing financial advisers – approval is pending.

Refresh your financial planning foundational skills. You’ll revisit superannuation, insurance, investments, and more. Learn to manage and strengthen your client relationships. Build trust. Reflect on ethical principles.

Graduate Certificate of Financial Planning

The Bachelor of Business and Enterprise has a focus on developing innovation and impact in a complex and changing business world with inspired and multidisciplinary learning experiences. You’ll become equipped with the practical skills, tools and knowledge that are vital for the sustainability of society, business and industry. Build a portfolio of professional experiences through a range of real world interactions with employers, industry and the community. You can undertake the course with a professionally accredited specialisation in accounting or financial services. Alternatively, you can choose a major in either business and data analytics, entrepreneurship and innovation, tourism management or aviation management, combining this with an industry project or an internship or a shared major from disciplines across the University.

Learn how to thrive in the interconnected business world of finance. You’ll study financial planning, business law, risk management, and more. Get to know the tools of business financial management. Join the booming financial services sector.

Bachelor of Business and Enterprise (Financial Services)

Business Finance

Personal Finance

Introduction to Financial Planning

Financial Planning 1

Financial Planning

Superannuation

Estate Planning

Advanced Estate Planning

Applied Financial Planning

Personal Finance focuses on the idea of personal financial planning as a process; one that evolves over time to improve personal financial outcomes as you progress through different stages in your life. This course takes a holistic examination of the financial decisions we all face on a daily basis. You’ll explore personal budgeting decisions, income tax obligations, insurance cover, loans and other forms of consumer debt, and investment decisions. You’ll gain hands-on experience using a set of financial tools that deal with current and future personal cash flows; budgeting, forecasting and planning; borrowing decisions; calculating the effective cost of debt alternatives; and investment and portfolio decisions. UniSA Online’s 10-week short courses give you the flexibility to upskill in a certain area, stay current with developments in your field, diversify your knowledge, or even explore a new direction in your career – without having to commit to the time and cost of a full university degree. Delivered 100% online, you’ll be able to study where and when it suits you. Access online academic and student support seven days a week, fit study around work and life commitments, view learning resources 24/7, and log in to the interactive online environment anywhere, any time and on any device.This is a first-year course from UniSA Online’s Bachelor of Business (Financial Planning) degree.Should your course have an exam it will be scheduled for Australian Central Standard Time or Australian Central Daylight Time, depending on the time of the year.

Take control of your personal finances. Cover statements, budgeting, taxes, insurance, and even how to make decisions in borrowing, investments and credit. Get hands-on experience with financial tools to manage your wealth. 

This subject 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 subject to discussions of contemporary issues, such as ethics, regulation, technology and government policy, and authentic financial planning tasks. Students should not enrol in this subject if they have previously completed 2200AFE: Financial Planning 1 at Griffith University.

An introduction to the processes, rules, and issues relevant to financial advisers. You’ll cover important skills and strategies that form the basis for personal financial advice. Learn to provide tailored and ethical advice to clients.

In this subject, you will be introduced to the basic principles of investing. A discussion will be made of the main characteristics of investments with an emphasis on risk and return and the trade-off between the two. The subject focuses on the concepts of portfolio investment and the importance of risk management, plus addresses the issues of correlation and diversification. Identification of the risk profile of an investor is of critical importance in selecting an investment portfolio. The process of asset allocation is a very subjective one and particular to the needs of individual investors. You will study the process of asset allocation, as well as some basic investment approaches. While most people would have a number of basic investment objectives, few people are in a position to be able to devise a plan to help them achieve their objectives. A key ingredient to being able to implement a comprehensive financial plan is determining the investment products that may be appropriate for an investor. We will review the characteristics of individual investment products.

Investment Planning

The subject Financial Planning will help you gain an understanding of how financial advisers and support staff are part of a large industry that provides necessary services to the community and contributes to Australia’s economic performance. Working through this subject should also help you understand what factors affect the various job tasks that advisers do.The financial services industry is undergoing rapid change, with new jobs being created and other jobs disappearing. The way in which financial advisers work today is very different from the way things were ten years ago. And the way in which you will work in five or ten years is expected to be very different from now. This subject is intended to help you understand these changes and to prepare you to be part of these changes.The aim of Financial Planning is to develop a strong foundation for students wishing to pursue a career in the financial services industry, as well as providing invaluable knowledge and skills in personal finance. Upon completion of this course, students should have an understanding of the regulatory framework governing the Australian financial services industry and possess basic financial planning skills in investment adviceThe `key areas&#39; that are important for the financial planning process are examined, namely: the regulatory framework; investments; managed funds; superannuation; home ownership; risk management and insurance; taxation; consumer credit; social security; estate planning.

This subject 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. Prerequisites: AFE122 Financial Planning 1 (required) and AFE227 Superannuation and Retirement (recommended). Students should not enrol in this subject if they have previously completed 3219AFE: Estate Planning at Griffith University.

Superannuation advice and strategies are a fundamental component of most financial plans in Australia. Clients are often bewildered by superannuation laws, taxes and strategies. Mastering your understanding of superannuation will enable you to explain these concepts to your clients – this is a key component of your success as a financial adviser. This course will provide you with a comprehensive overview of the role of the superannuation system, the regulation of superannuation funds, how superannuation is taxed, contribution types, self-managed superannuation funds, preservation of benefits and conditions of release, types of benefits, retirement strategies, and superannuation death benefits. UniSA Online’s 10-week short courses give you the flexibility to upskill in a certain area, stay current with developments in your field, diversify your knowledge, or even explore a new direction in your career – without having to commit to the time and cost of a full university degree.  Delivered 100% online, you’ll be able to study where and when it suits you. Access online academic and student support seven days a week, fit study around work and life commitments, view learning resources 24/7, and log in to the interactive online environment anywhere, any time and on any device. This is a third-year course from UniSA Online’s Financial Planning degree. Please note: you are responsible for completing any relevant prerequisite courses before enrolling in this course.Should your course have an exam it will be scheduled for Australian Central Standard Time or Australian Central Daylight Time, depending on the time of the year.

Investigate the role insurance plays in the financial planning process. Study risk management and learn how it may reduce the financial impact which may result from catastrophic events. Both risk management and insurance are complex topics that span a broad set of concepts, ideas, theory, and practical applications.  The focus of this course will be on defining risk, identifying risks that are insurable, and outlining the most appropriate forms of insurance for any given set of insurable risks. Learn about the relevant laws and regulations that dictate both the form and preparation of financial advice on insurance products. UniSA Online’s 10-week short courses give you the flexibility to upskill in a certain area, stay current with developments in your field, diversify your knowledge, or even explore a new direction in your career – without having to commit to the time and cost of a full university degree.  Delivered 100% online, you’ll be able to study where and when it suits you. Access online academic and student support seven days a week, fit study around work and life commitments, view learning resources 24/7, and log in to the interactive online environment anywhere, any time and on any device. This is a third-year course from UniSA Online’s Financial Planning degree. Please note: you are responsible for completing any relevant prerequisite courses before enrolling in this course.Should your course have an exam it will be scheduled for Australian Central Standard Time or Australian Central Daylight Time, depending on the time of the year.

Risk Management and Insurance

Effective estate planning requires a sound knowledge of certain legal principles related to what constitutes a client&#39;s legal estate as well as an intimate understanding of the client&#39;s objectives and succession aims. Explore the laws governing estate planning in Australia, the estate planning process, and the regulatory environment you’ll be operating in. You’ll cover a broad range of topics such as the role of trusts, social security implications, declining capacity and aged care, claims on the estate, and endurance of client capital. UniSA Online’s 10-week short courses give you the flexibility to upskill in a certain area, stay current with developments in your field, diversify your knowledge, or even explore a new direction in your career – without having to commit to the time and cost of a full university degree.  Delivered 100% online, you’ll be able to study where and when it suits you. Access online academic and student support seven days a week, fit study around work and life commitments, view learning resources 24/7, and log in to the interactive online environment anywhere, any time and on any device. This is a third-year course from UniSA Online’s Financial Planning degree. Please note: you are responsible for completing any relevant prerequisite courses before enrolling in this course.Should your course have an exam it will be scheduled for Australian Central Standard Time or Australian Central Daylight Time, depending on the time of the year.

A corporation’s accountability extends beyond financial disclosures to shareholders – it has responsibilities that are much broader than merely generating shareholder wealth. Stakeholders are groups that are affected by and can affect corporations. Sustainability Accounting and Reporting is a mechanism used by corporations to keep them accountable to stakeholders when it comes to their social and environmental impacts. In this course, you’ll cover fundamental concepts of corporate sustainability and will explore how sustainable development issues influence company accounting and reporting practices. You’ll also learn contemporary approaches and techniques to account for a company’s social, economic, and environmental impacts. UniSA Online’s 10-week short courses give you the flexibility to upskill in a certain area, stay current with developments in your field, diversify your knowledge, or even explore a new direction in your career – without having to commit to the time and cost of a full university degree.  Delivered 100% online, you’ll be able to study where and when it suits you. Access online academic and student support seven days a week, fit study around work and life commitments, view learning resources 24/7, and log in to the interactive online environment anywhere, any time and on any device. This is a third-year course from UniSA Online’s Financial Planning degree. Please note: you are responsible for completing any relevant prerequisite courses before enrolling in this course.Should your course have an exam it will be scheduled for Australian Central Standard Time or Australian Central Daylight Time, depending on the time of the year.

Learn about the financial planning industry, its regulatory and ethical requirements, and the techniques and products associated with offering personal investment and financial planning advice. This course requires you to apply various analytical techniques and skills to a range of financial issues which apply to the personal investor.  This area of finance is very dynamic in nature, with much of the evolution of the financial planning industry in Australia driven by government regulation and dis(incentives). As a result, the financial and investment applications developed in this course are based on various taxation incentives or social security exemptions currently available. Throughout your studies, you’ll learn the general principles that financial planners and investors should be aware of, rather than specific taxation/social security issues. UniSA Online’s 10-week short courses give you the flexibility to upskill in a certain area, stay current with developments in your field, diversify your knowledge, or even explore a new direction in your career – without having to commit to the time and cost of a full university degree.  Delivered 100% online, you’ll be able to study where and when it suits you. Access online academic and student support seven days a week, fit study around work and life commitments, view learning resources 24/7, and log in to the interactive online environment anywhere, any time and on any device. This is a second-year course from UniSA Online’s Financial Planning degree. Please note: you are responsible for completing any relevant prerequisite courses before enrolling in this course.Should your course have an exam it will be scheduled for Australian Central Standard Time or Australian Central Daylight Time, depending on the time of the year.

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