Bachelor of Business (Financial Planning)
Degree Level Undergraduate
Year 2024
You're viewing degree information for Australian students
You're considered an Australian student if you are any of the following:
- Australian or New Zealand Citizen
- Australian Permanent Resident (including Permanent Humanitarian Visa holders)
Entry Scores
2024 Guaranteed Entry
Year 12 (ATAR-based): 68.00
Year 12 (Grades-based): B,B,B
TAFE/RTO: DIP
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2023 Cut-Offs
Year 12 (ATAR-based):
- Internal: 68.00
TAFE/RTO: Cert IV
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Entry requirements
Admission criteria
The admission criteria have been grouped to assist you to easily find the information most relevant to your circumstances. However, you may fit into more than one and the university will consider applicants against each of the relevant criteria.
Certain conditions apply. For more information refer to Appendix 4 of the University's Selection and Entry policy.
Applicants are required to meet one of the following criteria with a competitive result, and demonstrate that they fulfil any prerequisite requirements and essential requirements for admission:
Recent secondary education
Meet any prerequisite requirements with a minimum grade of C- or equivalent
AND- Qualify for the South Australian Certificate of Education (SACE), and achieved a competitive Selection Rank (ATAR), or
- Complete secondary qualifications equivalent to SACE, or
- Complete the International Baccalaureate Diploma with a minimum score of 24 points
Applicants who have not achieved the Selection Rank required for automatic selection may be selected for any remaining places based on the grades of their year 12 subjects.
OR
Higher education study- Complete or partly complete a recognised higher education program at a recognised higher education institution, or
- Complete at least four Open Universities Australia (OUA) courses at undergraduate level or above
OR
Vocational Education and Training (VET)- Complete an award from a registered training organisation at Certificate IV or above
OR
Work and life experience- Qualify for Special Entry, or
- Complete a 12-month UniSA Foundation Studies program or equivalent, or
- Hold completed secondary qualifications equivalent to SACE obtained more than 2 years in the past
Essential requirements for admission
Prerequisites
NoneAssumed Knowledge
None
Students may be eligible for a High Achiever Grant. For more information visit the UniSA Financial Planning High Achiever Grant page.
Degree overview
- Study one of the first FASEA approved bachelor degrees in Australia.1
- Meet the education requirements to practise as a qualified financial adviser.
- 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 and 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.
- Add a 1-year master’s degree to your studies with our Fast-track to Masters package and complete an undergraduate and postgraduate degree in just four years.
- Gain real-world experience as part of your studies through an internship, student exchange or mentorship opportunity.
- Choose your preferred learning style and balance life’s other commitments with options to study full-time or part-time as well as on campus, online or in mixed mode.
- Benefit from exam preparation resources and workshops so you feel confident for your exams.
- Study a curriculum informed by above world-class research in Business2.
- Study at a university recognised globally in Business. UniSA Business is in the top one per cent worldwide3 and has been awarded an overall five stars for excellence in the QS Stars Ratings 2022.
- Study at a university ranked No. 1 in SA4 and Top 15 in Australia for Business and Economics5.
- UniSA Business is accredited by both AACSB International and EFMD (EQUIS) – the world’s leading accreditation bodies.
- Develop career-ready skills employers are looking for once you graduate with enterprise skills embedded in all business courses within this program.
- Gain industry insights and valuable networking opportunities.
1The degree is a Financial Adviser Standards and Ethics Authority (FASEA) approved program. The Financial Adviser Standards and Conduct Unit (FASCU), The Treasury, have taken on the responsibilities of the Financial Adviser Standards and Ethics Authority (FASEA) as of 1 January 2022. 22018 Excellence in Research for Australia (ERA). 3UniSA Business is one of just 12 institutions in Australia and approximately 200 globally (from over 25,000 universities) to be EQUIS accredited. EFMD, March 2022. 42024 THE Subject Rankings. 42023 THE Subject Rankings.
Snapshot
This program is a FASEA approved degree by the Financial Adviser Standards and Conduct Unit (FASCU), The Treasury1 and will equip you with the education requirements to practise as a qualified financial adviser.
Explore an exciting career in a dynamic and growing area of the financial services industry with one of the first bachelor programs in Australia to meet new education requirements.
We’ve worked closely with industry to develop our course content, and regularly consult with Treasury to ensure your degree meets the most up-to-date industry standards.
What is a financial adviser?
Financial advisers 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 further your skills in preparing detailed financial plans and documentation which meet legal and regulatory requirements.
1The degree is a Financial Adviser Standards and Ethics Authority (FASEA) approved program. The Financial Adviser Standards and Conduct Unit (FASCU), The Treasury, have taken on the responsibilities of the Financial Adviser Standards and Ethics Authority (FASEA) as of 1 January 2022.
What you'll learn
You will start with core courses in areas such as analytics, accounting and economic theory. These will give you a solid grasp of business fundamentals that you can apply to a range of careers.
In your specialisation you will develop your expertise across areas such as: tax; superannuation; insurance; personal finance; relevant legislations, regulations and codes of practice; as well as building and managing client relationships – a critical focus area for future financial advisers.
You will study estate planning and compulsory courses that have been outlined in Treasury's education requirements, including ethics and professionalism, and financial advice regulatory and legal obligations. In your final year, you will also develop and present a detailed statement of advice (SOA) – a comprehensive document financial advisers provide to clients based on their needs and goals.
This program is recognised a FASEA approved program1 which means it provides you with the essential education requirements to practise as a qualified financial adviser after graduation.
1The degree is a Financial Adviser Standards and Ethics Authority (FASEA) approved program. The Financial Adviser Standards and Conduct Unit (FASCU), The Treasury, have taken on the responsibilities of the Financial Adviser Standards and Ethics Authority (FASEA) as of 1 January 2022.
Tertiary Transfer
If you have a Pass average or above from another eligible degree, you may be eligible to use this as entry into this program. Learn more.
Recognised Prior Learning (RPL)
If you have undertaken related Higher Education, TAFE, VET, Professional body, or work experience, you may be eligible to receive recognised prior learning (RPL) and reduce the duration of the degree. Learn more.
You can gain an extra qualification and broaden your career prospects by completing a Diploma in Languages.
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
Your studies at UniSA will incorporate both practical, professional 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
- contributions to the workplace and classroom.
In addition to meeting new education standards, Treasury has also outlined new professional requirements. This includes completing a professional year (for new entrants only), passing a national exam, undertaking Continuing Professional Development (CPD) and completing a code of ethics course.
Global opportunities
Enrich your studies and your life – make overseas study part of your qualification. You may have the option to undertake an exchange, short-term program or study tour overseas while you study. We have links with universities worldwide, as well as a range of travel grants available to make going overseas much more accessible.
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.
Why Bachelor of Business (Financial Planning)
This degree FASEA approved degree will provide you with the knowledge and skills required to practise as a financial adviser and succeed in the financial services sector1.
Your course content has been developed in conjunction with leading industry experts and researchers to ensure that what you learn is practical, relevant and current to today’s changing business landscape.
You’ll learn from expert academics and practising financial advisers. Your studies are enriched by the unique insights from professionals who know the ins and outs of the industry and understand the unique challenges and opportunities that financial advisers face today.
You will also use our state-of-the-art Iress Trading Room which includes a market data feed, trading software as well as XPLAN financial planning software common in practice.
You can participate in an investigative study tour learning about business practices and financial sectors as well as political and cultural influences in other regions.
The financial services profession has recently introduced new education standards, making it more important than ever for practising and aspiring financial advisers to hold a recognised qualification. If you’re currently working in financial planning, you’ll need to complete a Treasury-approved program by 2026 to continue practising. If you’re looking to enter the industry, you’ll now need to study a Treasury-approved program to start your career.
UniSA Business is the only business school in South Australia accredited by both AACSB International (The Association to Advance Collegiate Schools of Business) and EFMD (EQUIS) – the world’s leading accreditation bodies recognising excellence in business education and research at a global level. These dual accreditations demonstrate the high standards we hold across all areas such as teaching, student learning and research, as well as our commitment to continually improving the quality of our programs.
1The degree is a Financial Adviser Standards and Ethics Authority (FASEA) approved program. The Financial Adviser Standards and Conduct Unit (FASCU), The Treasury, have taken on the responsibilities of the Financial Adviser Standards and Ethics Authority (FASEA) as of 1 January 2022.
Fast-track to Masters
Want to gain a postgraduate degree with just one extra year of study? You can package the Bachelor of Business with a Master of Management and graduate with two qualifications in four years with our Fast-track to Masters package. You’ll study a three-year bachelor's degree and a one-year master’s degree (which typically takes two years) by swapping selected undergraduate courses or electives for postgraduate courses, and set yourself up for career success, fast.
Combined degrees
We offer a wide range of combined degrees so you can specialise in two fields and expand your career prospects. Discover how you can pair this degree with another business degree, or a degree from another discipline, and tailor your qualifications to your interests.
More ways to study
Our flexible delivery and extracurricular opportunities are designed to suit your lifestyle, preferred learning style, and career interests. You can benefit from 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 by participating in the UniSA+ Award, or seek support at our on-campus Business Student Hub.
UniSA ACCELERATE
Kickstart your business degree early through UniSA ACCELERATE. Study up to two university courses while you're in Year 12 and have the option to count this study towards your SACE Stage 2.
Study Financial Planning at UniSA
Hear from Geoff Pacecca, Founder and Principal Adviser of GAP Financial and UniSA Financial Planning lecturer, about our suite of programs and the benefits of furthering your unstoppable career at UniSA.
Your career
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.
There are a range of roles you could pursue in diverse businesses. There are opportunities in financial institutions, investment banks, superannuation and insurance funds, and financial advisory firms – or you can choose to be self-employed and set up your own practice. Financial advisers can also specialise in several areas, such as tax planning, risk management or retirement planning.
Careers to consider:
- Client relationship manager: providing high value, holistic and strategic financial advice to clients; identifying opportunities to build new client relationships and strengthen existing ones; researching the latest products and regulations; and focusing on delivering a high-quality customer experience.
- Estate planner: providing clients with legal, financial and accounting advice to ensure long term financial protection of their estate during life and post-mortem; ensuring any assets are dispersed according to the wishes of the deceased in an effective way; and developing estate plans which may include preparing wills, life insurance, family trusts and manage tax implications for beneficiaries.
- Insurance broker: researching and reviewing available finance and insurance products to meet client requirements; arranging 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; preparing reports for underwriters and liaise with other insurance professionals.
- Investment adviser or manager: developing financial plans and investment strategies for individuals and organisations; monitoring investment performance and review investment plans based on needs and changes in the market; buying and selling stocks and bonds for clients; and providing advice on tax implications, securities, insurance cover, pension plans and real estate.
- 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; providing advice on personal investments and social security planning, estate planning, tax planning, employee benefits planning and insurance planning; and delivering a high-quality customer experience.
- Superannuation consultant: providing compliant financial advice in areas such as personal and business superannuation, retirement income stream products, pensions rollovers and annuities; interpreting new legislation changes and consider the impact of those changes on the portfolio of funds, help clients understand merits of Self-Managed Superannuation Funds (SMSF), and develop retirement plan strategies.
- Wealth manager: delivering holistic wealth management strategies and plans to help clients grow and sustain long-term financial goals; providing 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 possessing knowledge of software solutions and key platforms in the industry.
In addition to new education standards, Treasury has outlined new professional requirements. This includes completing a professional year (for new entrants only), passing a national exam, undertaking Continuing Professional Development (CPD), and completing a code of ethics course.
Professional accreditation and recognition
This program is a Financial Adviser Standards, The Treasury approved program.
Industry facts
Applying to study with us:
- go to the top of this page and make note of the SATAC code, then click Apply
- you will be redirected through to the SATAC website to continue your application
Alternative Pathways
Australian
There are other pathways you can follow to study this degree, including:
- UniSA College Diploma in Business
- UniSA College Undergraduate Certificate in University Studies (Business)
- SAIBT Diploma of Business - if you complete this two year Diploma, you can apply to enter the 2nd year of this degree
- see the full list of entry pathways that may apply
International
There are other pathways you can follow to study this degree, including:
- SAIBT Diploma of Business - if you complete this two year Diploma, you can apply to enter the 2nd year of this degree
- see the full list of entry pathways that may apply
Deferment
This degree is available for deferment. This option is made available by responding to your offer during the application process via the SATAC website. Applicants who receive an offer into a midyear degree are eligible to defer for six months.
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.
UniSA Excellence Scholarships
$5,000 scholarship for South Australian students with an ATAR of 99 who enrol to study a UniSA undergraduate degree.
UniSA Outstanding Achievement Scholarship
Up to $10,000 per annum (full time) for South Australian students who obtain an ATAR of 99.95 or IB equivalent and enrol to study at UniSA.
Your study experience and support
Our campuses are home to fantastic facilities including modern lecture theatres, libraries, workshops and laboratories, as well as spaces 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 sports and fitness facilities, 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 also has a variety of accommodation options to suit different requirements and budgets. Options include dedicated student accommodation and private rentals. See our long-term accommodation pages, or explore our student accommodation by Scape on Bank Street in Adelaide’s lively cultural precinct, an ideal 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
The Business Student Hub is a dedicated and convenient support service for business students, from first year right through to graduation. The team provides expert advice on study options, elective choices and any academic difficulties, and can help 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.
You can also access a range of other student services including:
- academic counselling
- personal counselling
- social support services, including family support and nearby childcare
- common rooms
- prayer rooms
- security officers
- Wirringka Student Services, offering Aboriginal and Torres Strait Islander students a supportive place to study
UniSA’s Student Association, USASA, also offers a range of other services.
We also offer study support from our Learning Advisers which you can work with face-to-face or online. They are here to help you develop academically and professionally during your studies.
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 ID cards, fees 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.
Your program director
I am a Senior Lecturer in Finance, and my research is in the area of stock valuation and investment. Before academia, I worked in Finance and Management consulting for several years. This program is industry-informed and designed with the employability of our graduates in mind. Therefore, with my research knowledge, industry experience and drive to develop future business professionals, students will be engaged in industry-driven issues and apply theories to real world applications in the courses, while enhancing their soft skills. That’s why our graduates are sought after by top employers in Finance and Property industries.
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How do I apply?
There are a number of ways to apply to study UniSA's undergraduate and postgraduate coursework degrees.
Applications for admission into the University of South Australia’s undergraduate and most postgraduate degrees are made via the South Australian Tertiary Admissions Centre (SATAC). Visit satac.edu.au and follow the links.
For the MBA degrees please apply through the UniSA MBA Application Portal. Applications for a small number of degrees are submitted direct to UniSA through our Apply Online portal. It will be noted on the degree page if you need to apply via Apply Online.
Postgraduate study by research
For information on applying to do postgraduate study by research, including Master of Research, PhDs or Doctorates, please visit unisa.edu.au/resdegrees. -
Is there a closing date for applications?
Undergraduate
Yes. The deadline to apply to study a degree at UniSA for semester one (commencing late February) and be given equal consideration is in early December. While you may be able to apply after this date, you are not guaranteed to be considered equally with other applicants and your application may not be assessed in time for the main round of offers (mid January). Some degrees will not make any offers after the main offer round. Please click here find all of the key dates for applications here.Postgraduate
Most postgraduate degrees do not have a closing date for applications. However, there are exceptions, so it is best to check – either on the SATAC website, Apply Online or the degree homepage. Postgraduate offers are normally ‘rolling’, meaning they may be sent out at any time up until the program starts. This also means that applications may close at any time without warning, if the quota is filled earlier. For this reason, postgraduate applications should be submitted without delay. For more information, please contact our Future Student Enquiries team on (08) 8302 2376 or via the online enquiry form. -
What credit can I receive for previous studies?
Credit transfer or advanced standing
You may be eligible to receive a credit transfer or advanced standing for your chosen UniSA degree based on your previous studies, if they are in a related area at an equivalent or higher level. Receiving a credit transfer will reduce the number of courses you undertake within the degree, and may also reduce the overall duration of your degree.
Recognised prior learning
If you have related industry experience, you may also be eligible to receive recognised prior learning for this experience. Receiving recognised prior learning will normally reduce the number of courses you undertake within the degree, and can reduce the duration of the degree.
How do I get credit?
Credit transfer and recognition of prior learning is assessed on a case-by-case basis by the Program Director who will discuss your prior learning and experience with you to ascertain what credit you may be eligible for.
Many of our credit transfer arrangements are listed on our online Credit Assessor.
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Can I speak to someone regarding my study options?
UniSA welcomes the opportunity to speak with you regarding your study options. Our staff are able to talk to you about degree information, career outcomes and pathways, entry requirements, applications, and student life, so that you are able to make the best study decision for your future.
Click here to book a 1:1 appointment with one of our enquiries team.
If you are interested in studying an MBA please contact admissions@unisa.edu.au and our Future Student Enquiries team will contact you regarding your enquiry.
Alternatively, you can complete a MyCareerMatch career profile. MyCareerMatch is an online career profiling tool that you can use free-of-charge through UniSA. MyCareerMatch specialises in career profiles and provides you with a personalised career report outlining information about your personality style and a list of career options, which are complementary to your natural strengths and talents.
We have many events throughout the year where you can speak with a lecturer or tutor about your degrees of interest. You can find out what is happening at UniSA by visiting our events page or by signing up to our mailing list, so you're the first to know about careers events, information sessions, degree requirements, scholarships and more!
There are also many career counsellors external to the University that you can discuss your career options with. If you are unsure where to start your search, you can contact the Government's Work Ready team (formally Skills for All). Visit skills.sa.gov.au or call 1800 506 266.
You may also find Job Outlook a helpful resource in your decision-making.
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Where can I get further information?
It can be difficult to decide what degree you would like to do and where. You might find information from government organisations will help to weigh up your degree and provider options.
Find a course or a provider
TEQSA is a regulatory body for higher education providers. Use the TEQSA national register of higher education providers to search for a course or a provider. Compare courses and providers for undergraduates and postgraduates using the Quality Indicators for Learning and Teaching (QILT) online comparison tool.
More information on university admission
Visit the SATAC website to find out important news, events and information on applying to university in South Australia. Visit Study with Us to find out everything you need to know about studying at UniSA, admissions and the application process.
Questions about your application
If you have any questions or concerns regarding your application you should contact the Future Students Enquiries team in the first instance.
Iress Trading Room
