Bachelor of Business with a major in Financial Planning

Key Learnings Include

1. Taxation: Understand major principles of tax planning issues and concepts.
2. Principles of Financial Planning: Examine the management of financial planning practices and develop Statement of Advice based on unique characteristics and client requirements.
3. Ethics & Client Relationships: Learn fundamental ethical principles. Main ethical issues encountered, and ethical behaviour support resources available in professional financial planning services practice.
4. Investment & Financial Planning Project: Understand the financial system, various regulatory bodies, key participants and potential risks in the financial markets.
5. Retirement Planning: Learn about retirement planning with a focus on the superannuation industry.
6. Personal Financial Risk & Estate Planning: Gain a deep understanding of the pervasive nature of pure risk on individuals and society.

Become the trusted expert people turn to for financial decisions.

As a financial planner, you’ll advise people on life’s biggest financial decisions — from investment choices to superannuation, and retirement planning. This degree gives you the skills to guide clients toward their financial goals while making a real difference in their lives.

Swinburne is one of Australia’s leaders in business education. Which means you’ll learn from industry professionals, gain hands-on experience with the latest financial software, and collaborate on a real-world consulting project with a live client.

With this ASIC-approved qualification, you’ll be on the path to becoming a licensed financial advisor, ready to step into the workforce with confidence. The Bachelor of Business with a major in Financial Planning is an Financial Adviser Standards (FAS) approved course, and graduates are eligible for entry into the Financial Planning Association of Australia’s CFP (Certified Financial Planner) certified program.

Secure your future with the right degree for a changing world. 

Recommended study pattern

To be awarded the Bachelor of Business in Financial Planning you must complete 24 units in total made up of:

Core units

Learning and Communicating for Innovative Business Practice (COM10011)

Contemporary Management Principles (MGT10001)

Marketing and the Consumer Experience (MKT10009)

Financial Information for Decision Making (ACC10007)

Economics for Business Decision-Making (ECO10005)

Business Digitalisation (INF10024)

Business Consulting Project (BUS30032)

Business Practice units

You must complete one (1) of the following units:

Planning for Career Success (CAR10001)

Sustainable Business Practice (BUS30031)

Financial Planning Major units

Principles of Financial Planning (FIN10003)

Finance and Behavioural Bias (FIN20017)

Ethics and Client Relationships (FIN20015)

Investment and Financial Planning Project (FIN30017)

Law of Commerce (LAW20019)

Taxation (ACC30005)

Personal Financial Risk and Estate Planning (FIN30022)

Retirement Planning (FIN30023)

Electives

Complete eight (8) electives to round out your degree. Tailor your course to suit your strengths, interests, and career goals by choosing elective units.

Award requirements

Course Rules

To qualify for the Bachelor of Business – Financial Planning students must complete 300 credit points comprising of:

• Seven [7] core business fundamental units (87.5 credit points)
• One [1] business core practice units (12.5 credit points)
• Eight [8] units of study from the Financial Planning discipline major (100 credit points)
• Eight [8] elective units of study (100 credit points)

Volume of Learning

The Bachelor of Business – Financial Planning consists of 300 credit points. Units normally carry 12.5 credit points (cps). In each year eight (8) units normally constitute a full time load of 100 credit points and four (4) units normally constitute a part-time load of 50 credit points. The volume of learning of the Bachelor of Business – Financial Planning is typically 3 years.

Open Universities Australia is a not-for-profit organisation. You will not pay any fees for using our services.

Indicative total fee $52,197

The amounts shown here are indicative for an Australian citizen studying full-time, which is typically 8 subjects per year.

Fees may vary depending on:

• the subjects you choose
• credit from previous work experience
• your eligibility for government funding loans or subsidies such as HECS-HELP or a Commonwealth supported place.

To learn more, go to Fees or contact a student advisor.

Study on your own terms with this forward-thinking university.

It offers a wide range of study options, from pre-apprenticeships, undergraduate, postgraduate and PhDs, including online degrees with Open Universities Australia. Swinburne is known for career-oriented education and encouraging lifelong learning.

Learn more about Swinburne University of Technology

Explore Swinburne University of Technology courses

QS World University Ranking 2026, within Australia:

19

Times Higher Education World University Ranking 2026, within Australia:

15

Applicants are required to meet one of the following minimum entry requirements:

• A completed or partially completed tertiary qualification (e.g. relevant Certificate IVs, Diploma, Advanced Diploma, Associate Degree, incomplete or complete Bachelor’s degree); or
• 4+ years of relevant work experience; or
• Recent Year 12 Victorian Certificate of Education (VCE) or equivalent completion, with the required English study score.

Credit for Prior Learning

If you have completed recent prior studies, you may be eligible to request course credit or subject exemptions to reduce the duration and cost of your program.

Credit for prior learning evaluates your prior studies related to your chosen subjects.

This is assessed on a case-by-case basis, where every applicant is assessed individually.