AU32 Bachelor of Business (Financial Planning) University of South Australia

  • THÔNG TIN CHUNG

    This program is approved by the Financial Adviser Standards and Ethics Authority (FASEA) and will equip you with the education requirements to practice as a qualified financial adviser.

    Explore an exciting career in a dynamic and growing area of the financial services industry with one of the first bachelor programs in Australia to meet new education requirements.

    We’ve worked closely with industry to develop our course content, and regularly consult with accrediting body FASEA, to ensure your degree meets the most up-to-date industry standards.

    What is a financial adviser?

    Financial advisers assist clients to build and manage their personal wealth, tax, financial risk and spending over their lifetimes. They consider a number of factors such as current wealth, income and lifestyle aspirations, and develop plans so their clients can reach short and long-term financial goals.

    With a strong practical focus and access to state-of-the-art technology, you will further your skills in preparing detailed financial plans and documentation which meet legal and regulatory requirements. 

    What you'll learn

    This program consists of 24 courses comprising core courses in business, as well as specialist financial planning courses so you can develop your expertise across areas such as tax, personal finance, superannuation and insurance.

    You’ll study compulsory bridging courses that have been outlined in FASEA’s education requirements including ethics and professionalism, and financial advice regulatory and legal obligations. As a graduate, you can be confident you’ll leave with the essential education requirements to practice as a qualified financial adviser.

    In your final year, you will also develop and present a detailed statement of advice (SOA) – a comprehensive document financial advisers provide to clients based on their needs and goals.

    Aside from learning new and relevant legislation, regulations and codes of practice, you’ll enhance your skills in building and managing client relationships – a critical focus area for future financial advisers.

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  • CƠ HỘI NGHỀ NGHIỆP
    • As we are the No.1 university in South Australia for graduate careers in Business and Management1, our quality teaching and experiences beyond the classroom will ensure you graduate career ready.

      The financial services industry is one of the leading sectors in the Australian economy and plays a key role in facilitating the productive flow of funds between industries, companies and people.

      Between now and 2020 the availability of finance-related roles in Australia is expected to increase by:

    • 19 per cent (financial brokers and dealers, and investment advisers)
    • 21.9 per cent (financial investment advisers and managers)
    • 11 per cent (insurance agents and sales representatives)2
    • Careers to consider include:

    • Bond trader: executing bond trades on behalf of investors
    • Business adviser: working with new or established businesses; analysing business plans and financial statements; advising on investments, marketing, funding and financial trends; understanding consumer needs and how to improve profitability
    • Commercial banker: providing financial advice to corporate clients; promoting banks' financial services; building relationships with banking customers to create more accounts; coordinating different bank departments to ensure smooth operations
    • Corporate loan manager: liaising between institutions and clients to find suitable corporate loan arrangements; soliciting loans; representing creditors to borrowers and vice versa
    • Equity analyst: studies and analyses financial information and trends for clients; advises on share buying; reviews stocks, bonds and other financial instruments for reporting
    • Investment banker: raising capital for companies, governments and other entities; assisting with large, complicated financial transactions; providing advice in areas such as mergers and acquisitions, regulatory environments, and risk assessment
    • Investment fund manager: providing financial advice about investment matters such as buying and selling of trusts, shares and bonds; analysing data and available information to make decisions and recommendations about investments
    • Stockbroker: buying and selling securities on a stock exchange or behalf of clients; advising on trades including opening and closing prices; counselling whether to hold or sell securities
    • Professional accreditation and recognition

      Graduates of the program satisfy the educational requirements for membership of the Financial Services Institute of Australasia (FINSIA) where they are working in the financial services industry.

      This program is recognised through the Chartered Financial Analyst (CFA) Institute University Affiliation Program. Affiliated programs incorporate at least 70% of the CFA Candidate Body of Knowledge (CBOK) for all three levels of the CFA Program exams, including ethics. This program positions students to undertake the Chartered Financial Analyst® exam, which has become one of the most respected and recognised investment credentials in the world. The CFA Institute University Affiliation Program signals to potential employers and the marketplace that the curriculum is closely tied to professional practice and is well-suited to preparing students to sit for the CFA examinations. As an Affiliated University, UniSA Business is eligible to grant a number of student scholarships for the CFA Program each year.

  • ĐIỀU KIỆN ĐẦU VÀO
  • ĐIỀU KIỆN NGÔN NGỮ
  • HỌC BỔNG
  • ĐỊA ĐIỂM

Tóm tắt

  • Phí ghi danh

    0

  • Độ dài khoá học

    3 năm

  • Kỳ nhập học

    Tháng 2

    Tháng 8

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