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Bachelor of Business (Financial Planning)

Undergraduate | USA-BFP-DEG | 2023

Course information for 2023 intake

View information for 2024 course intake

The base for your business career

Begin with the foundations before moving into specialisations that will see you soar. Nail budgeting, financial planning, investments, tax and more as you create a toolkit that will offer you opportunities as an advisor, manager, broker and beyond.

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Study method
100% online
Assessments
100% online
Credit available
Yes
Duration
3 years full time or part time equivalent
Total subjects
24

Price from
$43,194
Available loans
Australian Higher Education Loan Program (HELP)

Bachelor of Business (Financial Planning)

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A representative from University of South Australia will contact you to help you with this degree.

About this degree

How to apply

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Entry requirements

Career opportunities

Careers to consider include:

  • Qualified financial planner or financial adviser:

Help clients meet their short-term and long-term financial goals; assist with legal and financial documents, financial laws and regulatory requirements; provide advice on personal investments and security planning, estate planning, tax planning, employee benefits planning and insurance planning; and deliver a high-quality customer experience.

  • Investment manager: 

Develop financial plans and investment strategies for individuals and organisations; monitor investment performance and review investment plans based on needs and changes in the market; buy and sell stocks and bonds for clients; and provide advice on tax implications, securities, insurance cover, pension plans and real estate.

  • Insurance broker:

Research and review available finance and insurance products to meet client requirements; arrange insurance, home loan mortgages and other types of finance for clients through banks, lenders, financiers and insurance companies; help clients understand insurance policy conditions, risks, premium rates and benefits; prepare reports for underwriters and liaise with other insurance professionals.

  • Estate planner: 

Provide clients with legal, financial and accounting advice to ensure long-term financial protection of their estate during life and post-mortem; help ensure any assets are dispersed according to the wishes of the deceased in an effective way; and develop estate plans which may include preparing wills, life insurance, family trusts and manage tax implications for beneficiaries.

  • Superannuation consultant: 

Provide compliant financial advice in areas such as personal and business superannuation, retirement income stream products, pensions rollovers and annuities; interpret new legislation changes and consider the impact of those changes on the portfolio of funds, help clients understand the merits of Self Managed Superannuation Funds (SMSF), and develop retirement plan strategies.  

  • Wealth manager: 

Deliver holistic wealth management strategies and plans to help clients grow and sustain long-term financial goals; provide services across a range of areas including financial planning, investment management, and financial advice on pensions, trusts, inheritances, estate planning, retirement planning, and tax bands; and possess knowledge of software solutions and key platforms in the industry.

  • Client relationship manager: 

Proactively engage clients by providing high value, holistic and strategic financial advice; identify opportunities to build new client relationships and strengthen existing ones; research the latest products and regulations; and focus on delivering a high-quality customer experience.

Professional recognition

The Bachelor of Business (Financial Planning) is approved by the Financial Adviser Standards and Ethics Authority (FASEA) and will equip you with the essential educational requirements to practice as a financial planner under new Australian regulations.

Graduates will also meet the relevant RG146 compliance requirement of the Australian Securities and Investments Commission, and be eligible for membership of the Financial Planning Association of Australia’s Certified Financial Planner® Certification Program.

Career outlook

Finance Managers:
Over $111K
Financial Brokers:
Over $111K
Financial Dealers:
Over $111K
Financial Investment Advisers and Managers:
Over $111K

Tell us a little about yourself

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What's inside the guide?

  • Degree structure
  • Subject start dates (core & elective)
  • Entry requirements

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