Financial Planning

Professional Financial Planning is a comprehensive degree programme designed to equip students with the essential knowledge and practical skills required to excel in the dynamic field of financial advice and wealth management. Delivered by Deakin University’s reputable School of Accounting, Finance and Economics, this program combines theoretical foundations with real-world applications to prepare graduates for the diverse challenges faced by financial planners today. Throughout the course, students explore core concepts such as investment strategies, risk management, taxation, superannuation, retirement planning, estate planning, and ethical considerations in financial advice. Emphasizing a client-centered approach, the program fosters the development of strong communication, analytical, and problem-solving skills, ensuring graduates can effectively assess client needs and deliver tailored financial solutions. The curriculum is designed in alignment with professional standards set by industry bodies, including the Financial Adviser Standards and Ethics Authority (FASEA), enabling students to meet licensing and accreditation requirements upon graduation. In addition to classroom instruction, students benefit from practical placements and industry engagement opportunities that provide valuable hands-on experience. Deakin’s state-of-the-art facilities and dedicated faculty members, who are experts in finance and financial planning, support a learning environment that promotes innovation and professional growth. The programme also emphasizes ethical conduct, regulatory compliance, and the importance of maintaining client trust, essential qualities for a successful career in financial planning. Graduates of the programme are well-equipped to pursue careers in a range of settings, including banking, investment firms, financial advisories, and self-employment. With flexible study options, including full-time, part-time, and online learning, Deakin’s Financial Planning degree offers accessibility and convenience for diverse student populations. Whether starting a new career or advancing in the finance industry, students will gain the knowledge, skills, and confidence to make a positive impact on their clients’ financial wellbeing and achieve professional success.

This course is Recognized by Both the Financial Adviser Standards and Ethics Authority (FASEA).

• Bachelor degree in a related discipline, or bachelor degree in any discipline, and two years relevant work experience
• Or signs of instructional capability faking to be equivalent. A'related discipline' is really a Business discipline.Relevant work experience is determined as industry experience in a fiscal planning role or even a managerial position, with business supervision responsibilities in a economic planning related field like superannuation consulting, estate planning, tax advisory, financial consulting, capital management, banking.

The Bachelor of Financial Planning at Deakin University offers a comprehensive curriculum designed to equip students with the essential knowledge and skills required for a career in financial advisory services, wealth management, and financial consulting. The program covers core areas such as financial mathematics, investment principles, taxation, superannuation, insurance planning, estate planning, and ethical practices in financial planning. Students engage with industry-relevant topics through a combination of theoretical coursework and practical applications, preparing them to meet industry standards and regulatory requirements.

In terms of financing studies, prospective students can explore various options to fund their education at Deakin University. Domestic students may access government assistance through schemes like the Commonwealth Supported Place (CSP), which substantially reduces the cost of tuition, or they may consider scholarships, grants, and financial aid programs offered by the university to support their academic pursuits. Deakin also provides flexible payment plans that allow students to spread the cost of their tuition over the duration of their studies.

International students opting to enroll in the program are responsible for the full international tuition fees, which vary depending on the year of study and specific course requirements. They can fund their education through personal savings, family support, or student loans where applicable. Deakin University also offers targeted scholarships for international students, recognizing academic excellence and potential contribution to the university community.

Students are encouraged to explore external financial support options, such as government international student loans or private financial institutions that provide student loan programs in their home countries. Additionally, part-time work opportunities on or near campus are available to help students offset their expenses while completing their studies.

Career prospects for graduates with a degree in Financial Planning are strong, with opportunities spanning financial advisory firms, banking institutions, insurance companies, superannuation funds, and regulatory bodies. The program’s emphasis on industry standards and practical experience enhances employability, making it an attractive investment for students seeking to establish a professional career in the finance sector.

Overall, Deakin University offers a range of financial solutions and support systems to assist students in financing their education in the Financial Planning program, ensuring that financial barriers are minimized and students can focus on acquiring the skills necessary for future success.

The Bachelor of Commerce (Financial Planning) at Deakin University is a comprehensive undergraduate program designed to equip students with the essential knowledge and skills necessary for a successful career in the financial planning industry. The program emphasizes core areas such as financial advisory, investment management, insurance, superannuation, taxation, and ethical considerations within financial services. It prepares graduates to meet the requirements to become a licensed financial planner, enabling them to provide advice on investments, estate planning, and retirement strategies. The curriculum is aligned with industry standards and incorporates the latest regulations affecting financial advisors in Australia, ensuring students are well-prepared for professional certification and employment.

Students undertake a range of subjects that cover both theoretical foundations and practical applications of financial planning. These include courses in financial mathematics, client relationship management, financial planning strategies, and the use of financial planning software. The program also integrates case studies and simulation exercises, providing students with real-world experience in analyzing client needs, developing suitable financial plans, and delivering ethical financial advice. Professional practice components are embedded throughout the coursework, and students have access to industry placements and internships, facilitating valuable industry connections and experiential learning.

Deakin University has a strong partnership with industry bodies and professional associations such as the Financial Planning Association of Australia (FPA) and the ASIC-regulated education providers, to ensure the curriculum remains relevant and adheres to industry standards. The program aims to produce graduates who are not only technically proficient but also ethical and client-focused, aligning with the core values of professional financial planning. The university's state-of-the-art facilities, experienced teaching staff, and flexible delivery modes—including full-time, part-time, and online options—provide students with a supportive learning environment tailored to their needs.

Graduates of the Bachelor of Commerce (Financial Planning) at Deakin are equipped to pursue various career paths in the financial services sector, including financial advisor, financial analyst, wealth manager, and roles within banks, investment firms, insurance companies, and superannuation funds. The program also serves as a pathway for further studies, such as honors or postgraduate qualifications in financial planning or related fields, enhancing career prospects and professional development. Overall, Deakin’s comprehensive approach ensures that students graduate prepared to meet the challenges and opportunities of the dynamic financial planning industry in Australia and beyond.