Bachelor of Business (Financial Planning)

Overview

Duration
3 YEARS
Scholarship
YES
Fee
AUD$ 38,300 PER ANNUM
Intake
FEBRUARY JULY

This program is a FASEA approved degree by the Financial Adviser Standards and Conduct Unit (FASCU), The Treasury1 and will equip you with the education requirements to practise as a qualified financial adviser.

Explore an exciting career in a dynamic and growing area of the financial services industry with one of the first bachelor programs in Australia to meet new education requirements.

We’ve worked closely with industry to develop our course content, and regularly consult with Treasury to ensure your degree meets the most up-to-date industry standards.

What is a financial adviser?

Financial advisers assist clients to build and manage their personal wealth, tax, financial risk and spending over their lifetimes. They consider a number of factors such as current wealth, income and lifestyle aspirations, and develop plans so their clients can reach short and long-term financial goals.

With a strong practical focus and access to state-of-the-art technology, you will further your skills in preparing detailed financial plans and documentation which meet legal and regulatory requirements. 

Inquire Now

Entry Requirements

In addition, international students who speak English as a foreign language must have obtained one of the following standards within the last two years prior to admission. Possession of one or more of these qualifications, in addition to the academic entry requirements, does not, in itself, guarantee a place at the University of South Australia. Applications are considered on an individual basis and selection is competitive. Where previous study/work experience was conducted in English, the application must be accompanied by certified documentation from the educational institution/employer certifying that the language of instruction/ employment was English.

English language test

IELTS total [6.0]

IELTS reading [6.0]

IELTS writing [6.0]

Career Outcomes

Our quality teaching and experiences beyond the classroom will ensure you graduate career ready.

The financial services industry is one of the leading sectors in the Australian economy and plays a key role in facilitating the productive flow of funds between industries, companies and people.

There are a range of roles you could pursue in diverse businesses. There are opportunities in financial institutions, investment banks, superannuation and insurance funds, and financial advisory firms – or you can choose to be self-employed and set up your own practice. Financial advisers can also specialise in several areas, such as tax planning, risk management or retirement planning.

Careers to consider:

Client relationship manager: providing high value, holistic and strategic financial advice to clients; identifying opportunities to build new client relationships and strengthen existing ones; researching the latest products and regulations; and focusing on delivering a high-quality customer experience.

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

Insurance broker: researching and reviewing available finance and insurance products to meet client requirements; arranging 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; preparing reports for underwriters and liaise with other insurance professionals.

Investment adviser or manager: developing financial plans and investment strategies for individuals and organisations; monitoring investment performance and review investment plans based on needs and changes in the market; buying and selling stocks and bonds for clients; and providing advice on tax implications, securities, insurance cover, pension plans and real estate.

Qualified financial planner or adviser: helping clients to meet short-term and long-term financial goals; assisting with legal and financial documents, financial laws and regulatory requirements; providing advice on personal investments and social security planning, estate planning, tax planning, employee benefits planning and insurance planning; and delivering a high-quality customer experience.

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

Wealth manager: delivering holistic wealth management strategies and plans to help clients grow and sustain long-term financial goals; providing 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 possessing knowledge of software solutions and key platforms in the


Popular Courses

Bachelor of Exercise Science/Bachelor of Business Administration

3 years
Scholarship: YES
Fee: $28712
Intake: February July

Bachelor of Accounting (Pathway to Master of Management (Tourism and Event Management))

3 years
Scholarship: NO
Fee: AUD$ 36,100 per annum
Intake: February July

Bachelor of Accounting (Pathway to Master of Management (Marketing))

3 years
Scholarship: NO
Fee: AUD$ 36,100 per annum
Intake: February July
Start your journey with landmark today!

Find your perfect course

Answer a few questions and our course matcher will do the rest

Head Office

Level 5, IT Plaza
Kamaladi, Kathmandu
Tel: +977 14542781, 9845566225
E-mail: info@landmarkedu.com

Sydney office

Level 2/552 Princess Highway,
Rockdale, NSW 2216,
Tel: +61 415 122 814

Branch office

Sahidchowk, Chitwan
Tel: 056-590825
Mahendrachowk, Biratnagar
Tel: 021-590828
Level 2, Milanchowk, Butwal, Rupandehi
Tel: 977-71-591694

Subscribe to Our Newsletter

© Landmark Education. All rights reserved.