Financial Planning is the design of specific financial outcomes that meet a client's unique needs and objectives, given their financial resources and risk profile.
Financial Planning is the design of specific financial outcomes that meet a client's unique needs and objectives, given their financial resources and risk profile. Its broad approach is to fulfil clients' total needs, incorporating investment planning, taxation, social services planning, retirement planning, risk planning and estate planning.
You will undertake a foundation year that covers all core disciplines of business, giving you a solid understanding of issues facing organisations today. From your second year, you will begin your Financial Planning major covering subjects from investment analysis, risk and insurance, to advanced financial planning. You will also undertake a final-year capstone subject that lets you apply everything you have learned in collaboration with students from other disciplines. Plus, you have the option of applying for an internship to gain valuable experience whilst receiving credit towards your degree. Career opportunities include fund manager, financial planner, wealth advisor and insurance broker.
What you will study
You will investigate securities and the market they operate in as well as theories of the market and the equilibrium prices of securities. You will learn how to assess investments, and the method for identifying the best financial product for a client, with particular attention to their risk profile. You will learn the codes of conduct governing the financial planning industry and relevant regulatory frameworks, advising techniques, and how to build and maintain clients' investment portfolios.
First and second year subjects can also be completed at the following locations:
- UOW Batemans Bay - UAC 753604
- UOW Bega - UAC 753605
- UOW Shoalhaven - UAC 753603
- UOW Southern Highlands - UAC 753606
- UOW Southern Sydney - UAC 753607
International Students: $29,616 per year full-time
3 years full time, 6 years part time
Graduates of Business & Management undergraduate courses at University of Wollongong (UOW) rated their degrees as follows:
Teaching quality: 61.9% (national average 57.5%)
Improved skills: 86.9% (national average 79.0%)
Overall satisfaction: 83.2% (national average 78.3%)
The ratings above refer to the proportion of surveyed graduates who agreed with the statement about their undergraduate degree from University of Wollongong (UOW). You can find out more about these results here.
Graduates of Business & Management undergraduate courses at University of Wollongong (UOW) had the following employment outcomes:
Employed full time: 79.9% (national average 74.8%)
Studying full time: 8.8% (national average 11.4%)
Median full time salary: $52,000 (national average $55,000)
You can find out more about employment outcome results here.
CRICOS Code: 027464A
University of Wollongong (UOW) Code: 710
Lowest ATAR to receive an offer: 65
Median ATAR to receive an offer: 75
Highest ATAR to receive an offer: 94
Guaranteed entry ATAR: 75