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Start date
February
August

Duration
3 year(s) full-time

Mode
On-campus

Program Code
DBRF

Prerequisites
None

Assumed Knowledge
None

Fees
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 one of the first bachelor degrees in Australia approved by the Financial Adviser Standards and Ethics Authority (FASEA).
  • Meet the education requirements to practice 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.
  • Fast-track your studies and complete an undergraduate degree and master’s degree in just four years with our 3+1 Pathway to Masters package.
  • Benefit from exam preparation resources and workshops so you feel confident for your university and FASEA exams.
  • 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 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 183 globally to be accredited by EQUIS (from over 16,500 worldwide). EFMD, August 2019.

Snapshot

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This program is approved by the Financial Adviser Standards and Ethics Authority (FASEA) and will equip you with the education requirements to practice 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 accrediting body FASEA, 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. 

What you'll learn

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This program consists of 24 courses comprising core courses in business, as well as specialist financial planning courses so you can develop your expertise across areas such as tax, personal finance, superannuation and insurance.

You’ll study compulsory bridging courses that have been outlined in FASEA’s education requirements including ethics and professionalism, and financial advice regulatory and legal obligations. As a graduate, you can be confident you’ll leave with the essential education requirements to practice as a qualified financial adviser.

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.

Aside from learning new and relevant legislation, regulations and codes of practice, you’ll enhance your skills in building and managing client relationships – a critical focus area for future financial advisers.

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
OR
Elective 4.5 Note(s): 1
Financial Markets and Institutions BANK 1005 4.5 Rule(s): 1
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 Rule(s): 1
Business Intelligence INFS 2036 4.5 Note(s): 3
International Business Environments BUSS 3103 4.5 Rule(s): 1
OR
International Elective 4.5 Note(s): 4 Rule(s): 1
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 Rule(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 Financial Analysis BUSS 3083 4.5
OR
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

In addition to meeting new education standards, FASEA 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

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)

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As one of the leading providers of accounting and finance education in Australia, you can be confident you will graduate with the knowledge and skills required to succeed in the financial services sector. 

You’ll learn from expert academics who are current practicing financial advisers themselves – including an award-winning academic who was named Financial Standard’s Power50 most influential financial advisers in Australia*. Your studies are enriched in so many ways as you’ll gain 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 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.

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.

*UniSA Financial Planning academic, Geoff Pacecca was awarded the Financial Standard’s Power50 most Influential Financial Advisers in Australia, 2018.

Responding to industry needs
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 FASEA-approved program by 2026 to continue practising. If you’re looking to enter the industry, you’ll now need to study a FASEA-approved program to start your career.

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.

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.

UniSA Video

Career outcomes

Your career

In addition to new education standards, FASEA 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.

As the No.1 Business School in South Australia for graduate careers1, our quality teaching and learning 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, financial advisory firms – or you choose to be self-employed and set up your own practice. Financial advisers can also specialise in a number of areas, such as tax planning, risk management or retirement planning.

Careers to consider:

  • 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 a high-quality customer experience.
  • 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.
  • 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.
  • Investment adviser or 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.
  • Qualified financial planner or adviser: help clients to meet 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.
  • 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 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.

1QILT: Graduate Outcomes Survey Course Experience Questionnaire 2016-18 – Full-time Employment Indicator (Undergraduate and Postgraduate). Public SA-founded universities only.

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 2023, the ABS projects the number of professional finance roles in Australia will increase.

Australian Bureau of Statistics, Catalogue 8165.0 – Counts of Australian businesses, including entries and exits, June 2012 to June 2016, Table 1–20 (includes the insurance industry).

handshake-business-team

The main topic areas of financial advice clients seek advice on are superannuation and investment advice, loans and investment advice, self-managed superannuation fund advice, and tax advice.

Financial Services Royal Commission, Some Features of the Australian Financial Planning Industry, Background Paper 6 (Part A), 2018.

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 year.Australian 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 are equipped with state-of-the-art facilities including modern lecture theatres, libraries, workshops, laboratories, and areas that simulate real work environments. These are all supported by the latest technologies and a 24/7 online learning platform. We have health services on campus, gymnasiums, technology zones and great student lounges. You will also have access to a range of community clinics, which provide professional and cost effective services in areas of health, law and psychology. 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 lots 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, a 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

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

Mr Stan Astachnowicz

Program Director

Enquire

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What others are saying

“I have over 25 years of experience in the financial services industry, including ten years working in Sydney as a Financial Services Executive. I was honoured to be awarded the Financial Standard’s Power50 most influential financial advisers in Australia for 2018. I am currently a Principal Adviser and founder of GAP Financial. My role at UniSA allows me to bring my industry experience to develop course content that is relevant and practical for current and aspiring financial planners. Students will learn best-practice processes and client strategies using real-world case studies taken from the industry.”

Geoffrey Pacecca


Employment: Founder, GAP Financial & UniSA Financial Planning lecturer

Geoff.png

Geoffrey Pacecca


<br />Employment: Founder, GAP Financial & UniSA Financial Planning lecturer

“My UniSA degree parchment hangs proudly in my office along with my Advanced Diploma of Financial Services and Certified Financial Planner (CFP®) certificates. Clients express satisfaction in knowing that they are dealing with someone who has passed the academic requirements to hold the industry’s highest qualifications and be at the forefront of technical knowledge and skills. In an ever-changing environment, continual learning represents commitment to being the best I can be for myself, my business and my clients.”

Mark Bastiaans


Employment: Principal Financial Adviser, Advice SA & UniSA Financial Planning lecturer

MarkBastiaans.png

Mark Bastiaans


<br />Employment: Principal Financial Adviser, Advice SA & UniSA Financial Planning lecturer

Iress Trading Room