Bachelor of Commerce (Financial Planning)

Subject to approval: this course is currently undergoing accreditation with FASEA. The accreditation status of the course will be updated once the outcome is finalised. Changes to the course may arise from recommendations made by the accrediting body.

The Bachelor of Commerce (Financial Planning) is designed for students wanting an accredited qualification (subject to accreditation approval) in financial planning. The course equips students with the knowledge and skills to apply professional and ethical judgement in the provision of financial planning advice in accordance with the FASEA Code of Ethics and the regulatory and legal obligations of the financial planning profession. Students will undertake authentic learning activities that enable them to apply discipline knowledge and ethical frameworks to client-based financial planning scenarios, simulated activities and design of financial planning documents such as statements of advice. Graduates will create a portfolio of work demonstrating their professional financial planning knowledge and skills across a range of client-based and financial services contexts. Graduates will develop their communication, inter-personal, problem-solving and decision-making skills and understanding of behavioural finance to enable the provision of professional and ethical financial planning advice to meet the needs and goals of clients. Students will be given authentic and simulated client-based financial advice scenarios to analyse data and information, and use professional and ethical knowledge and judgement to develop strategies, draft statements of advice and provide financial planning advice appropriate to the level of financial literacy of the client.

Upon completion of this course, students will be able to:

1. demonstrate a comprehensive knowledge and application of key financial planning, professional ethics and regulatory and legal obligations, and the ability to apply these in various scenarios and client-based situations involving the provision of financial advice;
2. use cognitive and communication skills, tools and digital technologies to engage in professional and ethical communication within the financial planning profession and with a range of clients and stakeholders in compliance with regulatory and legal frameworks, and in accordance with the FASEA Code of Ethics;
3. demonstrate critical thinking and application of professional judgement to analyse authentic financial planning situations and synthesise materials from a variety of sources to provide professional and ethical financial planning advice through simulation activities, statements of advice and capstone experiences;
4. provide financial planning advice relevant to the needs and goals of clients and stakeholders, with an understanding about targeting such advice at an appropriate level of financial literacy aligned to the knowledge and understanding of the client and/or stakeholder;
5. demonstrate professional and ethical judgement in critically evaluating and formulating financial advice in response to complex social, cultural and ethical issues in financial planning;
6. demonstrate preparedness to engage in continuous learning and reflection to help inform professional and ethical practice within the dynamic financial planning profession; and
7. apply professional and ethical standards, to be able to work independently and collaboratively within the financial planning profession and with clients and stakeholders relating to the provision of financial advice in accordance with the legal and regulatory obligations of financial advisers.

All domestic students apply through the link below