Bachelor of Business with a Major in Financial Planning

During this Course student will learn:

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

On successful completion of this Course students will be able to:

1. Become a trusted advisor through every financial decision.
2. Gain hands-on experience using industry-leading financial software.
3. Master key financial skills like tax planning, investments, and risk management.
4. Learn from industry experts and work on real client consulting project.

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 an ASIC-approved qualification, you’ll be on the path to becoming a licensed financial advisor, ready to step into the workforce with confidence.

• This is an Financial Adviser Standards (FAS) approved course.
• 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

A total of 24 units are taken to complete the Bachelor of Business with a major in Financial Planning, including seven core business units, the choice of one of two core business practice units, eight financial planning major units and eight electives.

Core Business Fundamentals 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)

Elective options can be viewed on the Swinburne Online website.

Award requirements

To qualify for the award of Bachelor of Business students must complete 300 credit points comprising of:

• Eight [8] core units of study (100 credit points)
• Eight [8] units of study from the financial planning discipline major in one of the following: Accounting, Business Administration, Economics, Entrepreneurship and Innovation, Finance, Financial Planning, Health Management and Communication, Human Resource Management, International Business, Information Systems, Logistics and Supply Chain Management, Management, Marketing or Sports Management (Swinburne Online) (100 credit points).

OR sixteen units from the Accounting and Finance Professional Program or the Accounting and Financial Planning Professional major (200 credit points)

• Eight [8] units of Secondary studies (100 credit points) comprising of electives (NOTE: Students undertaking the Accounting and Finance Professional Program or the Accounting and Financial Planning Professional major will not need to undertake secondary studies).

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.

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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

If you have completed Year 12 (the Victorian Certificate of Education – VCE, or an equivalent qualification from interstate or internationally), you can apply based on that.

• Minimum ATAR requirements may apply for some courses.

If you’ve already studied you may be able to get advanced standing (credit transfer).

• Case-by-case assessment: Every applicant is assessed individually.
• If you’ve completed a Diploma in a related field, you may be eligible for credit.
• Previous tertiary studies: If your past studies meet part of the academic requirements for the course, you may get credit.

Recognition of Prior Learning (RPL)

• Recognition of Prior Learning (RPL) lets you gain credit based on skills and knowledge from your work experience, life experience, or formal training.
• Like credit transfer, this is assessed on a case-by-case basis.

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.