Help people secure the financial future.
Taught by experienced financial professionals, this course will give you the tools to evaluate and communicate financial information to drive business outcomes. With a focus on the latest technology and sustainable investment, you’ll learn to help clients plan for investment, taxation, insurance, retirement and estate planning.
Throughout your studies, you’ll be exposed to the latest financial management software, such as XERO and XPLAN. You’ll do assessments designed to prepare you for the workforce, such as developing strategies for real-life clients. You’ll also undertake a financial planning project, where you will learn to make investment decisions and get insight into what it’s like to be a financial advisor.
Through the majors in both Accounting and Financial Planning, you will have the opportunity to fully understand business practices, software and strategies. Graduates will head into the workforce industry-ready with the knowledge needed to succeed.
Our industry consulting project with real-life clients, like Acrodyne, Build Pass, Epilepsy Foundation, Inception Point, Inclusion Melbourne and Lend For Good, will give you the confidence to hit the ground running when you graduate.
This course meets the educational requirements of the Financial Planning Association of Australia (FPA). It is also professionally accredited by CAANZ (Chartered Accountants Australia and New Zealand) as well as CPA (Certified Practising Accountants) Australia. In addition, it is ASIC approved qualification which forms part of the requirements to becoming a financial adviser, ensuring you’ll learn the skills necessary to enter the financial planning industry with confidence.
What will you learn?
- Financial Accounting: Generate logical solutions to finance problems that are fit for purpose and be aware of the impact of financial decisions on businesses.
- Company Accounting: Apply critical thinking and problem solving skills to solve financial accounting problems.
- Finance Law: Evaluate legal issues in financial relationships between banks, consumers and regulators.
- Ethical Client Relationships: Analyse and evaluate financial dilemmas and propose ethical solutions.
- Investment Planning: Construct and defend a multi – asset portfolio that meets client’s objectives and constraints.
- Retirement & Estate Planning: Develop strategies and recommendations on superannuation and retirement planning based on clients’ requirements.
