University of Wollongong

Bachelor of Business (Financial Planning)

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 fulfil clients' total needs, incorporating investment planning, taxation, social services planning, retirement planning, risk planning and estate planning.

You will undertake a foundation year that covers all core disciplines of business, giving you a solid understanding of issues facing organisations today. From your second year, you will begin your Financial Planning major covering subjects from investment analysis, risk and insurance, to advanced financial planning. You will also undertake a final-year capstone subject that lets you apply everything you have learned in collaboration with students from other disciplines. Plus, you have the option of applying for an internship to gain valuable experience whilst receiving credit towards your degree.

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.

You will utilise advanced technology at our Bloomberg terminals to examine real-time data and research analytics on every major financial market. Whilst analysing the trend of investments, you will also examine macroeconomic events to identify the change in behaviour and learn to provide recommendations for future clients.