Financial Planning

The Bachelor of Financial Planning at UNSW Sydney is a comprehensive undergraduate program designed to equip students with the essential knowledge and practical skills necessary to excel in the dynamic field of financial planning. The curriculum covers a broad spectrum of topics including investment strategies, risk management, estate planning, taxation, superannuation, insurance, and ethical considerations in financial advice. Students will gain a strong foundation in financial theory, complemented by real-world applications through case studies and practical simulations, preparing them to serve diverse client needs effectively.

The program emphasizes a client-centric approach, fostering skills in communication, ethical decision-making, and professional responsibility, which are vital in building trust and delivering personalized financial advice. Throughout their studies, students will engage with industry-standard tools and software, gaining hands-on experience that aligns with current market practices. The program also incorporates accredited courses that meet the requirements for professional certifications such as those offered by the Financial Planning Association of Australia (FPA) and other regulatory bodies, ensuring graduates are well-prepared for the workforce.

Students have access to diverse learning environments, including interactive workshops, industry placements, and networking events with leading financial professionals. These opportunities facilitate valuable industry connections and insights, enhancing employability upon graduation. The Bachelor of Financial Planning is ideal for individuals aspiring to become registered financial planners, wealth advisers, or financial consultants, providing a pathway to a rewarding career that combines analytical skills with personal service. Upon successful completion of the program, graduates will be equipped to navigate the complexities of the financial services industry, helping clients achieve their financial goals responsibly and ethically. This program reflects UNSW’s commitment to delivering high-quality education aligned with industry standards and ensuring graduates are prepared for the evolving financial landscape.

Meet Tier1 requirements of This Australian Securities and Investment Commission's Regulatory Guide 146 (RG146) and Also TASA/TPB compliance. Opportunity to apply for exemptions by the Financial Planning Association's Certified Financial Planner (CFP) certification program on completion of the Masters.

• A recognised bachelor degree (or equivalent qualification) in commerce or fund using a credit average (65 percent or more ) as determined by the UNSW Postgraduate Coursework Entry Calculator
• or perhaps a recognised bachelor degree (or equivalent qualification) using a credit average (65 percent or more ) as determined by the UNSW Postgraduate Coursework Entry Calculator
• And 2 years full-time relevant work experience
• Give a detail resume (summarizing applicable competencies and achievements) and proof other professional and academic qualifications.

The Bachelor of Financial Planning at UNSW Sydney offers students a comprehensive education designed to prepare them for a career in financial advisory services, wealth management, and personal finance planning. The program emphasizes both theoretical knowledge and practical skills necessary for effective financial decision-making, client engagement, and ethical practice within the financial planning industry. The curriculum integrates core subjects such as investment strategies, superannuation, estate planning, taxation, insurance, and ethics, providing students with a well-rounded understanding of the financial environment. Students also gain critical skills in financial analysis, risk assessment, and regulatory compliance, equipping them to advise clients on a range of financial products and strategies. The program typically includes opportunities for industry placements, allowing students to gain real-world experience and build professional networks before graduation. In terms of financing studies, students are generally required to cover tuition fees, which are set annually by the university and can vary depending on residency status and course load. UNSW Sydney offers a variety of financial support options, including scholarships, grants, and loans, to assist students in funding their education. International students may have access to specific scholarships and aid programs designed to support their studies. The program's structure is designed to be accessible through full-time study, with flexible study options potentially available for part-time students. Overall, the program provides a pathway for students to develop the professional competencies necessary for licensure and certification as a financial planner, supporting their future career development in a dynamic and evolving industry.

The Bachelor of Commerce with a major in Financial Planning at UNSW Sydney is designed to provide students with comprehensive knowledge and practical skills relevant to the financial planning industry. The program covers essential areas such as investment strategies, risk management, retirement planning, estate planning, taxation, and compliance. Students develop an understanding of financial markets, investment products, and the ethical considerations necessary for responsible financial advising. The curriculum integrates theoretical concepts with practical applications, often including case studies, simulations, and internships to enhance real-world experience. Graduates are equipped to pursue careers as financial planners, advisers, or specialists in financial services firms, wealth management companies, and banks. The program emphasizes the importance of ethical standards and professional conduct, aligning with industry regulations and best practices. UNSW Sydney collaborates with industry partners and professional bodies, such as the Financial Planning Association (FPA), to ensure the program remains current and relevant. Students may have opportunities to undertake industry placements or internships, gaining valuable insights and networking contacts in the financial planning sector. The program also prepares students for professional certifications, such as the Certified Financial Planner (CFP) designation, which enhances employability and credibility. The coursework is delivered through lectures, tutorials, workshops, and online modules, facilitating flexible learning options. The program typically spans three years for full-time students, with part-time study options available. Upon completion, graduates are well-positioned to enter the workforce or pursue further education, such as postgraduate qualifications in finance or financial planning. UNSW Sydney’s strong reputation, experienced faculty, and dedicated support services create an enriching environment for students. The program emphasizes analytical skills, ethical practice, and client-centered advice, fostering a comprehensive understanding of financial planning best practices suitable for diverse client needs.