Bachelor of Commerce (Financial Planning)

Financial planners must have an understanding not only of finance but of accounting, management, and marketing. Financial planning is the design of specific financial outcomes that meet a client's unique needs and objectives, given their financial resources and risk profile. Its broad approach is to fulfill clients' total needs, incorporating investment planning, taxation and social services planning, retirement planning, risk planning and estate planning.

This degree

After a common first year in business, you will study a broad range of disciplines to give you the knowledge a financial planner needs. You will also undertake a final-year capstone subject that lets you apply everything you've learned up to that point in collaboration with students from other disciplines. Plus, you have the option of applying for an internship that provides work-integrated learning. Career opportunities include fund manager, financial planner, wealth advisor and insurance broker.

What you will study

You will investigate securities and the market they operate in as well as theories of the market and the equilibrium prices of securities. You will learn how to assess investments, and the method for identifying the best financial product for a client, with particular attention to their risk profile. You will learn the codes of conduct governing the financial planning industry and relevant regulatory frameworks, advising techniques, and how to build and maintain clients' investment portfolios.

Additional Information

First and second year subjects can also be completed at the following locations:

• UOW Batemans Bay - UAC 753604

• UOW Bega - UAC 753605

• UOW Shoalhaven - UAC 753603

• UOW Southern Highlands - UAC 753606

• UOW Southern Sydney - UAC 753605

Course Learning Outcomes

Course Learning Outcomes are statements of learning achievement that are expressed in terms of what the learner is expected to know, understand and be able to do upon completion of a course. Students graduating from this course will be able to demonstrate:

Entry Requirements

Applicants need to have achieved the required score in a qualification equivalent to the completion of 13 years of schooling in Australia.

In order to succeed in your chosen course, it is assumed you have completed relevant subjects in your senior high school studies or other relevant qualifications. This is particularly important for degrees which have a strong basis in Mathematics or Science.

The Faculty of Business is a signatory to the Principles of Responsible Management Education (PRME), a global initiative of the United Nations. The PRME endorses institutions that champion responsible management education, research and thought leadership.

Why choose this course

UOW Business students experience a modern curriculum that doesn’t merely teach business theory but applies it to everyday business contexts. We develop professionals, managers and business leaders with critical thinking skills who will succeed in their chosen fields.

You have the opportunity to gain practical, real-world experience and make professional connections that will help launch your career, including the opportunity to participate in our Business Internship program, which could see you being partnered with industry leaders such as Commonwealth Bank, Cancer Council, World Vision Australia and Gazal.

The Faculty of Business is a signatory to the Principles of Responsible Management Education (PRME), a global initiative of the United Nations. The PRME endorses institutions that champion responsible management education, research and thought leadership.

Career opportunities

• Auditor

• Banker

• Analyst

• Financial controller

• Accountant

• Policy advisor

• Business adviser

• OHS officer

• HR manager consultant

• Stockbroker

• Insurance broker

• Fund manager

• Exporter/Importer

• Public relations coordinator

• Market researcher

• Advertising executive

• Brand/product manager

• Event manager