臥龍崗大學(xué)

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.

This degree
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. Career opportunities include fund manager, financial planner, wealth advisor and insurance broker.

What you will study

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.

Why choose this course

UOW Business students experience a modern curriculum that does not merely teach business theory, but applies it to everyday business contexts. We develop professionals, managers and business leaders with critical thinking skills who will succeed in their chosen fields.

The Faculty of Business and Law is a signatory to the Principles of Responsible Management Education (PRME), a global initiative of the United Nations. The PRME endorses institutions that champion responsible management education, research and thought leadership.

Career opportunities

Auditor

Banker

Analyst

Financial controller

Accountant

Policy advisor

Business adviser

OHS officer

HR manager consultant

Stock broker

Insurance broker

Fund manager

Exporter/importer

Public relations coordinator

Market researcher

Advertising executive

Brand/product manager

Event manager