Graduate as a qualified financial planner with a degree approved by the Financial Adviser Standards and Ethics Authority (FASEA).
Use your degree as a pathway into the Financial Planning Association of Australia’s (FPA) CFP® Certification Program.
Build the technical and professional skills needed to prepare detailed financial plans.
Learn to develop financial and legal documentation that meet regulatory requirements.
Explore personal budgeting, superannuation and retirement planning, financial risk management, and estate planning.
Learn to use XPLAN, the most widely used financial planning software in Australia.
UniSA Business is in the top 1% worldwide1 and has been awarded an overall five stars for excellence in the QS Stars Ratings 2019.
1UniSA Business is one of just ten institutions in Australia and 189 globally to be accredited by EQUIS (from over 16,500 worldwide). EFMD, February 2020.
The Bachelor of Business (Financial Planning) is approved by the Financial Adviser Standards and Ethics Authority (FASEA) and will equip you with the essential educational requirements to practice as a financial planner under new Australian regulations.
From superannuation and tax to estate planning and risk management, this degree prepares you to navigate the complex financial planning landscape and will help you develop critical skills to work with a range of clients with short and long-term financial goals.
As one of the leading providers of accounting and finance education in Australia, you can be confident you’re gaining a high-quality university degree that equips you with in-demand knowledge and skills the financial planning industry is telling us they need.
Graduates will also meet the relevant RG146 compliance requirement of the Australian Securities and Investments Commission, and be eligible for membership of the Financial Planning Association of Australia’s Certified Financial Planner® Certification Program.
What you'll learn
You’ll start with a solid foundation of business, before moving into your financial planning specialisation. You’ll develop a strong skillset in areas such as personal budgeting, superannuation and retirement planning, investment management, financial risk management, insurance planning and tax planning.
This degree has a strong focus on real-world, practical learning. As a student, you’ll learn to prepare a Statement of Advice for a client using XPlan – the most widely used financial planning software in Australia. Throughout your studies, you’ll use databases like Morningstar to research financial products, investigate real-world case studies from UniSuper, one of Australia’s largest superannuation funds and be involved in statistical analysis and ‘trading games’ using real industry data.
As a graduate, we’ll make sure you stand out from the crowd. You’ll learn contemporary career planning strategies and techniques to enhance your employability and achieve your career goals. You’ll also have opportunities to connect with the leading industry body, the Financial Planners Association (FPA) and other industry professionals.
Please note, courses may not be displayed in order of study.
Critical Approaches to Online Learning
Quantitative Methods for Business
Accounting for Business
Career Development for Professionals
Business and Society
Principles of Economics
Financial Markets and Institutions
Introduction to Financial Planning
Marketing Principles: Trading and Exchange
Management and Organisation
Companies and Partnership Law
International Business Environments
Entrepreneurship for Social and Market Impact
Portfolio and Fund Management
Risk Management and Insurance
Applied Financial Planning
Study a Bachelor of Business (Financial Planning) 100% online
Why a Bachelor of Business (Financial Planning)
Under new Australian regulations, people looking to start their career as a financial planner will need to study a FASEA-approved degree from 2019. As a result, the Financial Planning Association (FPA) predicts there will be a shortage of financial planners and a high demand for newly-qualified graduates. There is no better time to launch your career.
The course content has been designed and developed with leading industry experts to ensure that what you learn is practical and relevant. Throughout your studies, you’ll have access to cutting-edge research associated with meeting client-specific needs in light of complex regulatory requirements.
UniSA's Centre for Applied Finance and Economics provides multi-disciplinary research on the dynamics of domestic and global economies and financial systems, bringing together economists, accountants and finance specialists from a range of backgrounds.
You’ll also be able to build your professional network through our Business Career Mentor Program which pairs you with an experienced business professional. The six-month program is offered online and runs from March every year.
The role of a financial planner extends beyond investing money. It’s a valued profession that empowers individuals to make informed financial decisions for themselves and their families.
As a financial planner, your career options are endless. You could find yourself working at financial institutions, investment banks, superannuation and insurance funds, financial advisory firms – or you could be self-employed and set up your own practice. Financial planners can also choose to specialise in a number of areas, such as tax planning, risk management or retirement planning.
Under new national regulations, people looking to start their career as a financial planner will need to study an accredited degree from January 2019. All financial planners currently working in the industry will need to complete a FASEA-approved degree by 2024 in order to continue practising.
In addition to new education standards, financial planners are required to meet new professional requirements set by FASEA. This includes completing a professional year, passing a national exam, undertaking Continuing Professional Development (CPD) and completing a code of ethics course.
Careers to consider include:
Qualified financial planner or financial adviser: Help clients meet their short-term and long-term financial goals; assist with legal and financial documents, financial laws and regulatory requirements; provide advice on personal investments and security planning, estate planning, tax planning, employee benefits planning and insurance planning; and deliver a high-quality customer experience.
Investment manager: Develop financial plans and investment strategies for individuals and organisations; monitor investment performance and review investment plans based on needs and changes in the market; buy and sell stocks and bonds for clients; and provide advice on tax implications, securities, insurance cover, pension plans and real estate.
Insurance broker: Research and review available finance and insurance products to meet client requirements; arrange 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; prepare reports for underwriters and liaise with other insurance professionals.
Estate planner: Provide clients with legal, financial and accounting advice to ensure long-term financial protection of their estate during life and post-mortem; help ensure any assets are dispersed according to the wishes of the deceased in an effective way; and develop estate plans which may include preparing wills, life insurance, family trusts and manage tax implications for beneficiaries.
Superannuation consultant: Provide compliant financial advice in areas such as personal and business superannuation, retirement income stream products, pensions rollovers and annuities; interpret new legislation changes and consider the impact of those changes on the portfolio of funds, help clients understand the merits of Self Managed Superannuation Funds (SMSF), and develop retirement plan strategies.
Wealth manager: Deliver holistic wealth management strategies and plans to help clients grow and sustain long-term financial goals; provide 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 possess knowledge of software solutions and key platforms in the industry.
Client relationship manager: Proactively engage clients by providing high value, holistic and strategic financial advice; identify opportunities to build new client relationships and strengthen existing ones; research the latest products and regulations; and focus on delivering high-quality customer experience.
This program is a Financial Adviser Standards and Ethics Authority (FASEA) approved the program.
English Language Requirements
IELTS total [6.0]
IELTS reading [6.0]
IELTS writing [6.0]
IELTS speaking [6.0]
IELTS listening [6.0]
As a general rule of thumb, any desktop or laptop computer purchased in the past three years should be capable of meeting your online learning needs. While mobile devices such as tablets and smartphones will be able to access most of your online course content, there are likely to be elements of most courses where we recommend you use a desktop or laptop computer. Your computer should be able to:
run a modern browser (Internet Explorer 10, Firefox 24, Safari 5, or Chrome 32 or later versions)
run Java and in some cases Flash (devices running on Apple's iOS operating system, such as iPads, iPhones, do not run Flash)
run programs to create documents, spreadsheets and presentations
use a web camera and headset (or ear pods with microphone)
Some University of South Australia Online degrees require an online exam. The online exam software – Remote Proctor Now – has specific capability requirements. Please refer to the system requirements prior to conducting your exam to ensure your computer is compatible.
Access free IT software and resources
As a University of South Australia Online student, you'll:
Get free access to the full Office 365 ProPlus suite, which includes full versions of Word, PowerPoint, Excel, Outlook, OneNote, Publisher, Access and Lync software. Install the full suite on up to five different devices (PC and Mac compatible).
Get 1Tb of personal storage that syncs with your PC or mobile device through OneDrive - it's like an extra hard drive that allows you to open any of your files from any of your devices, whenever you need them.
Get free access to Lynda.com - Access more than 5000 video courses on a broad range of topics such as the Microsoft Office suite, time management and study skills, health and wellbeing, communication and presentation skills, photography, film making and designing your own games or mobile apps.
Be able to connect with others using Skype for Business, Yammer and the Outlook Web App.
There are some degrees that have specialised software requirements. We've made this software available to students to access for free - you'll be able to download and install any of the required programs on your own device anywhere and anytime.
How to apply
The application process is easy – just follow these simple steps:
1. Submit an online enquiry
If you're ready to apply, the first step is to fill out and submit our online enquiry form. Here you'll be asked a series of questions to see if you're eligible. Following your online enquiry, one of our Degree Advisers will contact you at your preferred time to discuss the application process.
2. Speak to a Degree Adviser and start your application
If you're eligible, you'll receive an email outlining the entry requirements and the relevant documentation you need in order to be considered.
In order to verify your academic qualifications, you'll need to upload relevant documents like your official parchment, certificates or transcripts. If you have work experience, you will need to upload your CV as well as any other documents like work references, professional recognition or accreditation or your training certification.
Your email will contain information on the specific documents you need to provide as well as a link to begin your application. You'll be asked to create an account and set your own password.
3. Complete your application and send through your documents
In order to proceed with your conditional offer, you’ll need to complete your application and provide the required evidence of your previous study or work experience.
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