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Start date
February
July

Duration
3 year(s) full-time

Mode
On-campus/Online

Program Code
DBRF

Prerequisites
None

Assumed Knowledge
None

Fees
2019: AUD$ 31,000 per annum (per 1.0 EFTSL)
2020: AUD$ 32,600 per annum (per 1.0 EFTSL)

English Language Requirements
  • IELTS total [6.0]
  • IELTS reading [6.0]
  • IELTS writing [6.0]
Equivalent English qualifications (PDF)

International Admission by Country
See full entry requirements

CRICOS Code
097499K

Degree overview

  • Study at the No.1 Business School in South Australia for graduate careers1.
  • Join a university ranked in the Top 150 institutions in the world for Accounting and Finance2.
  • Study the first bachelor program in South Australia - and one of the first nation-wide - approved by the Financial Adviser Standards and Ethics Authority (FASEA).
  • Meet the educational requirements to practice as a qualified financial planner.
  • Explore how to prepare detailed financial plans which meet legal and regulatory requirements, and develop skills in personal budgeting, superannuation and retirement planning, financial risk management and estate planning.
  • Gain practical skills with software commonly used in the financial planning industry.
  • Access our state-of-the-art IRESS Trading Room on campus, which features the same technology used by the world’s leading banks and investment firms.
  • Fast-track your studies and complete an undergraduate degree and masters degree in just four years with our 3+1 Pathway to Masters package.
  • Study a curriculum informed by above world-class research in Business3.
  • The University of South Australia Business School is in the top one per cent worldwide4 and has been awarded an overall five stars for excellence in the QS Stars Ratings 2019.

1QILT: Graduate Outcomes Survey Course Experience Questionnaire 2016-18 – Full-time Employment Indicator (Undergraduate and Postgraduate). Public SA-founded universities only. 22019 QS Subject Rankings. 32018 Excellence in Research for Australia (ERA). 4UniSA Business School is one of just nine institutions in Australia and 180 globally to be accredited by EQUIS (from over 16,500 worldwide). EFMD, February 2019.

Snapshot

Business_Hub_images-38 copy.jpgExplore an exciting career in a dynamic and growing area of the financial services industry with one of the first programs in Australia to meet new educational requirements.

This program is approved by the Financial Adviser Standards and Ethics Authority (FASEA).

As one of the leading providers of accounting and finance education in Australia, we will ensure you graduate with the knowledge and skills required for a successful career as a financial planner.

Financial planners 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 learn how to prepare detailed financial plans and documentation which meet legal and regulatory requirements.

What you'll learn

Business_Hub_images-63 copy.jpgThe degree starts with core courses in business. These will give you a solid grasp of business fundamentals such as economics, accounting and business law. 

You will then progress through specialist financial planning courses such as personal finance, taxation, companies and partnership law, superannuation, risk management and insurance.

In your final year, you will also develop and present a detailed statement of advice (SOA) – a comprehensive document financial planners provide to clients based on their needs and goals.

Degree structure

Course name Area and cat no. Units Reference  
FIRST YEAR
First Semester (Study Period 1, 2 or 3)
Accounting for Business ACCT 1008 4.5 Note(s): 3
Quantitative Methods for Business MATH 1053 4.5 Note(s): 3
Principles of Economics ECON 1008 4.5 Note(s): 3
Personal Finance BANK 1002 4.5
Second Semester (Study Period 4, 5 or 6)
Business Law LAWS 1018 4.5 Note(s): 3
Career Development for Professionals BUSS 1060 4.5
Business and Society BUSS 1057 4.5 Note(s): 3
or International Study Tour 4.5 Note(s): 2
Financial Markets and Institutions BANK 1005 4.5
SECOND YEAR
First Semester (Study Period 1, 2 or 3)
Marketing Principles: Trading and Exchange MARK 1010 4.5 Note(s): 3
Entrepreneurship for Social and Market Impact BUSS 2085 4.5
Introduction to Financial Planning BANK 2008 4.5
Macroeconomics ECON 1007 4.5
Second Semester (Study Period 4, 5 or 6)
Companies and Partnership Law COML 2005 4.5
Business Intelligence INFS 2036 4.5 Note(s): 3
International Business Environments BUSS 3103 4.5
Management and Organisation BUSS 2068 4.5 Note(s): 3
THIRD YEAR
First Semester (Study Period 1, 2 or 3)
Portfolio and Fund Management BANK 3004 4.5
Taxation Law 1 ACCT 3002 4.5
Superannuation BANK 3014 4.5
Elective 4.5 Note(s): 1
Second Semester (Study Period 4, 5 or 6)
Risk Management and Insurance BANK 3013 4.5
Estate Planning BANK 3012 4.5
Applied Financial Planning BANK 3005 4.5
Strategic Management BUSS 3023 4.5

Study hours

For each course you study, you will need to allocate time for various classes such as lectures, tutorials, workshops, seminars and practicals. Plus you will need additional hours to study in your own time to complete assignments, readings and projects and contribute to online discussion forums (independent study). So as a general rule, if you are studying full-time you would need to allocate 12 – 26 hours of study when at university and 14 – 28 hours of independent study per week. 

Assessment

Marketing_Clinic-15 copy_1.jpgYour studies at UniSA will incorporate both practical, professionally-focused and research-based learning, so assessment types will vary. You can expect them to include:

  • reports, project documentation, case studies and presentations
  • essays and assignments
  • examinations
  • industry-relevant, research-based projects
  • practicals and team-based projects
  • participation in the workplace and in class

Global opportunities

16_1.jpgInternational exchanges and intensive study-tours open doors to new possibilities and experiences, and our Business School has strong connections with prestigious universities in Europe, Asia, and the Americas. Travelling and studying with leading academic staff and your peers is a wonderful opportunity to develop first-hand knowledge of the international business environment. You’ll find the experience invaluable for your personal and professional development, giving you a global perspective.

UniSA has links with universities worldwide. You can choose short-term or semester-long study from a range of universities and countries depending on your area of study and cultural interests. Take a look at the global opportunities available.

Once you are a current student, you will be able to explore various study tours and exchanges and take advantage of Student Mobility Grants to make going on an overseas exchange or study tour achievable.

Why Bachelor of Business (Financial Planning)

P7240001-2.jpgThis program is approved by the Financial Adviser Standards and Ethics Authority (FASEA) and will equip you with the educational requirements to practice as a qualified financial planner.

Under new national regulations, anyone seeking to practice as a qualified financial planner will need to study a FASEA approved program from January 2019. All financial planners currently working in industry will need to complete a FASEA approved program by 2024 in order to continue practising.

You will develop knowledge and skills in areas such as personal budgeting, superannuation and retirement planning, investment management, financial risk management, insurance planning and tax planning.

You will also get to use our state-of-the-art IRESS Trading Room on campus which includes a market data feed and financial analysis software – the same technology used by the world’s leading banks and investment firms.

In your final year, you will develop and present a detailed statement of advice (SOA) – a comprehensive document financial planners provide to clients based on their needs and goals.

3+1 Pathway to Masters

Want to gain a postgraduate degree with just one extra year of study? You can package the Bachelor of Business (Financial Planning) with the Master of Professional Accounting degree and graduate with two qualifications in just four years with our 3+1 Pathway to Masters program. This unique offering allows you to fast-track your studies, develop greater expertise and broaden your career opportunities. You will study a three-year bachelor degree and a one year master’s degree (typically two years) in four years by using your undergraduate electives. Learn more.

More ways to study

Our flexible delivery and extra-curricular opportunities are designed to suit your lifestyle, preferred way of learning and career interests. You can benefit from a blend of online and on-campus study, part-time or full-time learning, Summer and Winter School intensive courses, mentoring and networking opportunities with industry, and accelerated learning pathways. Plus, you can make the most of professional development courses endorsed by industry, build leadership skills employers value through UniSA+ and seek support at our on-campus Business Student Hub.

Real-world connections

In addition to learning from teachers with professional experience as part of your studies, we offer opportunities for you to connect with industry outside the classroom:

  • Complete an internship or industry project
  • Become a global citizen with our overseas exchange program – we have more than 60 partner universities worldwide, and study options that range from two weeks to one year
  • Build your network and career by participating in our Business Career Mentor Program which pairs you with an experienced business professional

We also host regular University-wide employee master classes and employment expos, and alumni events in Australia and overseas.

Career outcomes

Your career

As the No.1 Business School in South Australia for graduate careers1, 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.

Between now and 2020 the availability of finance-related roles in Australia is expected to increase by:

  • 19 per cent (financial brokers and dealers, and investment advisers)
  • 21.9 per cent (financial investment advisers and managers)
  • 11 per cent (insurance agents and sales representatives)2

Careers to consider:

  • Estate planner: developing strategies to manage assets during life and post mortem; assisting to prepare valid wills and trusts; administering deceased estates
  • Insurance broker: providing professional financial advice about insurance matters; advising on levels of insurance cover; managing risk and compensation claims; negotiating with other parties
  • Investment adviser: providing professional financial advice on investment matters including the buying and selling of shares, property and other assets; establishment of trusts; analysing available data and information to provide personal investment recommendations
  • 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; advising on personal investments and security planning, estate planning, tax planning, employee benefits planning and insurance planning
  • Superannuation consultant: providing professional financial advice regarding superannuation products and funds to best meet new customer/member needs; educating and engaging members across superannuation related services; offering end-to-end resolutions of complex enquiries 

You could find yourself working at financial institutions, investment banks, superannuation funds, insurance funds, financial planning practices, advisory businesses and regional banks locally or overseas, or in specialist finance teams across a range of organisations.

1QILT: Graduate Outcomes Survey 2016-18 – Full-time Employment Indicator (Undergraduate). Public SA-founded universities only.  2Australian Government Department of Employment, Occupational Employment Projections 2015. 

Professional accreditation and recognition

This program is a Financial Adviser Standards and Ethics Authority (FASEA) approved program.

Industry facts

column-chart-growth

Between now and 2020 employment in Australia for financial investment advisers and managers is projected to increase by 11,400 (21.9 per cent)1.

1Australian Government Department of Employment, Occupational Employment Projections 2015. 

data-presentation

Between now and 2020 employment in Australia for financial brokers and dealers, and investment advisers is projected to increase by 17,500 (19 per cent)1.

1Australian Government Department of Employment, Occupational Employment Projections 2015.

money-trees

Australia’s financial services sector is the largest contributor to the national economy, contributing around AUD $140 billion to GDP over the last year1.

1Australian Government, Backing Australian FinTech, 2016.

How to apply

How to apply for international students will give you helpful information about the application process at the University of South Australia. When you are ready, apply through our International Application System. If you would like to talk to someone near you about studying at the University of South Australia, we have agents all over the world who can assist you. Find an Education Agent in your country.

Alternative Pathways

Australian
There are other pathways you can follow to study this degree, including:

International
There are other pathways you can follow to study this degree, including:

Scholarships

Every year, over 2,500 UniSA students are supported in their studies through scholarships and grants worth millions of dollars. Check out the scholarships below. One of them may be perfect for you. Visit our scholarships page for more.

More scholarships

Your study experience and support

As a student at the University of South Australia you will have unique access to work placement opportunities, overseas study tours and exchanges, networking events, internships, guest speakers and more.

Our campuses have fantastic facilities including modern lecture theatres, libraries, workshops, laboratories, and areas that simulate real work environments. But you’ll also discover that your journey at UniSA is about social experiences, healthy living and getting involved. You’ll find student gyms, community clinics, tech zones and chill-out spaces. There are campus sport activities to keep you active, and if you are keen to explore the social side of university life, there are movies, cooking demonstrations, parties and loads more.

Adelaide has a variety of accommodation options to suit different requirements and budgets. Options include dedicated student accommodation or private rentals. See our long-term accommodation pages for plenty of options. If you need somewhere to live, our new student accommodation by urbanest is on Bank Street in Adelaide’s lively cultural precinct, an ideal perfect location for students. It is within easy reach of UniSA’s city and metropolitan campuses, Rundle Mall shopping, the Central Market, Chinatown, and the West End’s vibrant nightlife. It is also across the road from the Adelaide train station, and on bus and tram routes.

Student services

Student services

The Business Student Hub is a convenient, central support service for Business School students, from first year through to graduation. The team provides expert advice on study options, elective choices and any academic difficulties. It also helps with referrals to support services across the University. The Business Student Hub is there to facilitate your life at university, so you get the most out of your UniSA experience.

International Student Services will make your life at university easier. We want you to be successful, and if you need help we will be there to assist. Support services include: 

  • careers advice
  • help with student visas and health cover
  • personal counselling
  • academic counselling
  • fees and finance help
  • common rooms
  • prayer rooms
  • security officers
  • services offered through our student association, USASA
  • accommodation services

We also offer study support from our Learning Advisers. You can work with them face-to-face or online. They are here to help you develop academically and professionally during your studies. They also offer help with the English language.

When you become a UniSA student you can contact Campus Central for help with anything related to your degree. They will help you with your enrolment, ID cards, fees, timetables and any other questions you might have.

24/7 digital environment

This degree is offered online. With interactive online course materials and a 24/7 learning environment you can organise your study to suit your lifestyle. You can:

  • study online, including accessing videos and course resources
  • participate in virtual classrooms
  • submit your assignments and get feedback online
  • use forums and discussion boards for team work and communication

Our learnonline facilities include a personal learning environment with virtual classrooms, lecture recordings, emails, learning support, administration, library access and results. The environment is available 24 hours a day, seven days a week, so you can tailor your learning to your life. We are continually investing in innovative digital technologies for a high-quality student learning experience.

Please note some on-campus attendance (such as to attend seminars, workshops or examinations) and/or placements may apply. Any requirements like this are detailed on individual course pages.

Student services

Your campus

We have six campuses in metropolitan and regional areas, each with advanced facilities including modern lecture theatres, libraries, laboratories, and areas that simulate real work environments.

Location This degree is delivered at the following campus.

Your program director

With over 30 years of industry experience within the business and academic sectors, I bring this knowledge to the role of Program Director for the suite of Business degrees. Having worked both nationally and internationally, I am committed to empowering all students to achieve effective business literacy, and to help them understand business from a global perspective. At UniSA we provide students with industry-based knowledge within the curriculum and through opportunities like internships, mentoring and overseas study experiences, to create business leaders of the future.

Mr Stan Astachnowicz

Program Director

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Portrait image for Mr Stan Astachnowicz
Portrait image for Mr Stan Astachnowicz

Mr Stan Astachnowicz

Program Director

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What others are saying

Having a FASEA-approved qualification is now imperative to a successful career as a financial adviser. The new FASEA requirements will effectively reshape Australia’s network of financial advisers. Financial planners who are able to adapt to change, continually learn new things, possess good communication skills, and demonstrate flexibility and resilience will be the most successful in their career.

Louise Trevaskis


Employment: Academy and Education Manager, AMP Financial Services

Louise Trevaskis - Financial Planning industry.jpg

Louise Trevaskis


<br />Employment: Academy and Education Manager, AMP Financial Services

As a financial planner, you must be prepared to work with a variety of people and be prepared to maintain your accreditation that allows you to compete with others in an industry growing and changing all the time.

Andrew McInerney


Employment: Chief Financial Officer, Jobs Statewide

PMP-testimonial.jpg

Andrew McInerney


<br />Employment: Chief Financial Officer, Jobs Statewide

IRESS Trading Room