Financial Planning

The Bachelor of Financial Planning at Western Sydney University is a comprehensive undergraduate program designed to equip students with the essential knowledge and practical skills required for a successful career in the financial planning industry. This degree provides a strong foundation in core financial principles, including investment strategies, risk management, superannuation, estate planning, taxation, and ethical practices within the financial services sector. Emphasizing both theoretical understanding and real-world application, the program prepares graduates to meet the evolving needs of clients and adapt to the dynamic landscape of financial advice and planning.

Throughout the course, students engage in a range of learning activities, including case studies, practical projects, and industry placements, which foster critical thinking, problem-solving, and interpersonal skills. The curriculum is aligned with industry standards and accredited by relevant professional bodies, ensuring that graduates meet the necessary requirements to pursue careers as Licensed Financial Advisers or Financial Planners. Students also gain insights into legal and regulatory frameworks governing financial advice to ensure compliance and ethical conduct.

The program offers specialized electives that allow students to tailor their studies to particular areas of interest, such as retirement planning, investment management, or insurance. Additionally, students benefit from the university's strong connections with industry partners, providing networking opportunities and access to internships that enhance employability upon graduation.

Western Sydney University’s state-of-the-art facilities, dedicated faculty members with extensive industry experience, and focus on applied learning create a supportive environment for students to thrive academically and professionally. Upon completing the Bachelor of Financial Planning, graduates are well-prepared to enter the workforce, pursue further professional qualifications, or continue their education in related fields such as postgraduate studies or financial certifications. With an emphasis on ethical practices and client-centered advice, this program aims to develop competent, responsible, and innovative financial planners capable of making a positive impact in their communities.

The Bachelor of Financial Planning at Western Sydney University is a comprehensive undergraduate program designed to equip students with the essential knowledge and practical skills necessary for a successful career in the financial planning industry. Throughout the course, students will gain a deep understanding of financial management, investment strategies, insurance, estate planning, taxation, and superannuation, ensuring they are well-prepared to provide professional financial advice and services to a diverse range of clients. The curriculum emphasizes both theoretical foundations and practical application, allowing students to develop critical thinking and problem-solving skills within real-world financial contexts.

Core areas covered in the program include financial planning principles, ethical and professional responsibilities, risk assessment, and compliance with regulatory standards. Students will also explore areas such as retirement planning, estate and succession planning, personal financial management, and the use of financial planning software and technology, ensuring they are proficient in current industry tools. An emphasis on ethical practice and professional conduct prepares graduates to act responsibly and with integrity in their professional roles.

The program incorporates work integrated learning opportunities, including internships and industry placements, providing students with valuable practical experience and connections within the financial planning sector. These opportunities enable students to apply theoretical knowledge in real-world settings, enhance their employability, and understand the day-to-day responsibilities of a professional financial planner. Additionally, the program prepares students to meet the educational requirements necessary for certification and registration as a qualified financial adviser in Australia.

Graduates of the Bachelor of Financial Planning will be equipped with the necessary skills to pursue diverse career paths in financial advisory firms, banks, insurance companies, superannuation funds, and other financial services organisations. They will be capable of developing tailored financial strategies, conducting detailed financial analysis, and helping clients achieve their financial goals effectively and ethically. The program’s combination of academic rigour, practical experience, and industry relevance makes it an excellent choice for individuals seeking to establish or advance their careers in the dynamic field of financial planning.

• Undergraduate Level or higher, at a business Field
• Or undergraduate Level or higher, at Virtually Any discipline and minimum of Two years FTE managerial/professional work experience in a related field
• Or undergraduate degree or higher, at Virtually Any discipline and minimum of 5 years Overall work experience in a related field

Want to improve your English level for admission?

Prepare for the program requirements with English Online by the British Council.

• ✔️ Flexible study schedule
• ✔️ Experienced teachers
• ✔️ Certificate upon completion

📘 Recommended for students with an IELTS level of 6.0 or below.

Enroll in the course

The Bachelor of Financial Planning at Western Sydney University offers comprehensive study options to support students financially throughout their academic journey. The university provides a range of financial assistance programs, including scholarships, grants, and bursaries, designed to alleviate the cost of tuition and related expenses. Scholarships are available based on merit, academic achievement, and financial need, with some targeted specifically at students pursuing degrees in finance and related fields. The university also offers equitable payment plans that enable students to pay tuition fees in installments, easing financial pressure over the duration of their studies. For eligible students, there are also government assistance options such as HECS-HELP, which allows deferred payment of tuition fees through the Australian government, making higher education more accessible. Western Sydney University has partnered with various financial institutions to provide student loans and financial advice services, helping students manage their finances effectively. Additionally, students are encouraged to explore external scholarship opportunities provided by industry organizations, community groups, and government bodies. The university’s Career and Employability team offers guidance on part-time work opportunities and internships that can supplement students’ income during their studies. Students are advised to consult the university’s official financial aid webpage for detailed information on available programs, application procedures, eligibility criteria, and deadlines. Overall, Western Sydney University aims to support its students financially through a combination of internal assistance programs and external resources, ensuring they can focus on their academic success and future career prospects in financial planning.

The Bachelor of Financial Planning at Western Sydney University is designed to prepare students for a professional career in financial planning and advice. The program aims to develop students' knowledge and skills in areas such as investment planning, superannuation, insurance, taxation, estate planning, compliance, and ethical standards within the financial services industry. Through a comprehensive curriculum, students gain an understanding of the financial planning process, including client assessment, financial goal setting, strategy formulation, implementation, and review.

The program emphasizes practical skills and real-world applications, allowing students to engage with case studies, simulations, and industry placements where available. It also covers relevant regulatory and ethical considerations, aligning with professional standards set by industry bodies such as the Financial Planning Association of Australia (FPA) and the Australian Securities and Investments Commission (ASIC). Graduates of this program are well-equipped to meet the educational requirements for accreditation as a Certified Financial Planner (CFP) and other professional designations.

Western Sydney University offers this program to accommodate a diverse student body, including part-time students and mature learners, with flexible study options such as evening classes and online coursework. The curriculum is regularly updated to reflect changes in industry standards, legislative requirements, and financial markets. Students benefit from experienced faculty members, many of whom have extensive industry backgrounds, providing valuable insights and mentorship.

Career opportunities for graduates include roles in financial advisory firms, banks, insurance companies, accounting practices, and independent financial planning consultancies. The program also provides a foundation for those interested in pursuing further studies or professional certifications in finance and related fields. Overall, the Bachelor of Financial Planning at Western Sydney University aims to produce competent, ethical, and industry-ready professionals capable of making a positive impact in the financial services sector.