Bachelor of Business (Financial Planning)
Bachelor of Business (Financial Planning)
Highlights Graduates will satisfy the educational qualifications and standards set by the Financial Adviser Standards and Ethics Authority (FASEA), the first step towards towards being properly authorised to provide financial advice to retail clients. Learn how to help individuals, firms and companies manage their financial affairs and meet their financial…
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COURSE DESCRIPTION
Highlights
- Graduates will satisfy the educational qualifications and standards set by the Financial Adviser Standards and Ethics Authority (FASEA), the first step towards towards being properly authorised to provide financial advice to retail clients.
- Learn how to help individuals, firms and companies manage their financial affairs and meet their financial goals.
- Financial planning is a service helping people and businesses to manage their financial affairs and meet their financial goals.
- Build expertise in the fields of taxation, cash flow modelling, superannuation, insurance and investment planning to suit a diverse range of clients and contexts.
- Develop superior communication skills to enable you to provide clear, ethical and professional advice to your clients.
- Prepares you for a career as a financial planner, financial advisor, investment manager or superannuation adviser.
- Experience a work placement with selected industry employers (if space is available on your individual study plan).
- Build experience and first-hand knoweldge through your final-year Capstone Project.
- As a student of this degree you can become affiliated with the FPA at no charge gaining valuable access to career development activities and resources of the FPA.
A career in financial planning is rewarding, fulfilling, and challenging. Every day you will help individuals, firms and companies manage their financial affairs and meet their financial goals.
In this course, you will be first introduced to foundational concepts, theories and practices in finance, taxation law and superannuation and retirement planning. You will further build your knowledge and skills in insurance, risk, management and estate planning, financial services and law and personal financial planning.
Graduates will satisfy the educational qualifications and standards set by the Financial Adviser Standards and Ethics Authority (FASEA), the first step towards towards being properly authorised to provide financial advice to retail clients.
Why choose this course?
The financial planning profession helps individuals, families, and organisations to manage their financial affairs and meet their financial goals. Financial planners (also known as Financial Advisors) assist their clients to set their financial goals, prepare financial plans and implement recommendations. They also provide advice on:
- cash flow and liability management
- retirement, investment
- tax and estate planning
- risk management
- insurance planning.
QUT will prepare you to become knowledgeable in the fields of taxation, superannuation, insurance, and investment planning. The course is designed by industry experts to help you develop advanced knowledge, critical-thinking skills, and technical competencies to enable you to approach complex and unpredictable financial decisions.
Real-world learning
We will provide you with opportunities to engage with real-world financial problems throughout your degree. You will conclude your degree with a capstone unit, financial plan construction, where you will engage with real-world clients to develop an understanding of their financial planning needs and create a financial plan for the clients.
Careers and outcomes
Financial planning provides you with a diverse range of career options. Graduate positions include:
- financial adviser
- financial planner
- investment manager
- superannuation adviser
- wealth management consultant
- paraplanner.
EDUCATIONAL INSTITUTION
Study at The University of Queensland. Learn with leading academics in world-class facilities and join the most employable graduates in the state. At UQ you’ll benefit from flexible study options, field trips, lab work, industry placements, research experience, and online study in Brisbane, Australia.
