University of Wollongong
Bachelor of Business (Financial Planning)
Nationally Recognised Higher EducationFinancial 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.
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.
You will utilise advanced technology at our Bloomberg terminals to examine real-time data and research analytics on every major financial market. Whilst analysing the trend of investments, you will also examine macroeconomic events to identify the change in behaviour and learn to provide recommendations for future clients.
Delivery mode
University of Wollongong offers this course through the following delivery modes:
On campus
Work with instructors and classmates in a supportive and collaborative environment.
- Northfields Ave, Wollongong
Entry requirements
Domestic Students
- There are no mandated entry requirements.
Recent Secondary Education Admission Criteria
Recent secondary education students can gain admission to this course via non-ATAR or ATAR-based options.
Non-ATAR admissions: Non-ATAR admissions at UOW take an individual approach to understanding potential for academic success. Each student is assessed based on key qualities across academic readiness, motivation & passion, planning & persistence, and communication & collaboration.
ATAR-based admissions: Entry to this course can be gained with
- Minimum ATAR (Australian Tertiary Admission Rank)
- International Baccalaureate (IB)
- Interstate equivalent (such as Victoria’s ENTER or Queensland OP)
- Results in an overseas qualification deemed equivalent to Australian year 12
The minimum score for guaranteed entry (or for consideration if this course has limited places) is an ATAR-Selection Rank of 75 or an IB of 26. This includes the effect of adjustment factors.
Assumed Knowledge and Recommended Studies
The University assumes students will have studied any 2 units of English.
Vocational Education and Training
Applicants who have completed a minimum of an AQF Certificate IV will be considered for admission to this degree. Your grades will be converted to a selection rank, in order for UOW to assess whether you meet the minimum ATAR-SR (which is stated above).
Higher Education Study
For your application to be assessed on your university results you need to have completed at least half a year of full-time study (or part-time equivalent) at a Bachelor's degree level or higher. Your grades will be converted to a selection rank to be used for admission purposes. Students may also be eligible for credit for prior learning.
Work and Life Experience
Admission to UOW is based on your academic qualifications, and generally your work or life experience is not taken into account. Students wishing to undertake this course, but who do not meet academic requirements are advised to apply for a pathway program that UOW recognises, such as a UOW College pathway program, or the Special Tertiary Admissions Test (for people over 21 years of age by 1 March in the year of enrolment) or the TAFE Tertiary Preparation Certificate (TPC).
Additional requirements may apply.Course fees
For more information about this course and payment options please enquire now.
Career opportunities
The Bachelor of Business (Financial Planning) will prepare you for the following roles.
Risk Manager
A Risk Manager identifies, assesses, and mitigates risks to protect an organisation’s assets and ensure compliance with regulations. You might work...
Investment Banker
An Investment Banker assists clients in managing their finances, focusing on investments, mergers, and acquisitions. You might work in an investmen...
Fund Manager
A Fund Manager looks after financial dealings on behalf of clients. You might manage bank accounts, make investments or buy and sell shares. Fund M...
Financial Advisor
A Financial Advisor develops strategies to help clients reach their financial goals. You might work with individual clients, small businesses or la...
Financial Analyst
A Financial Analyst interprets financial data and provides recommendations on financial activity. You might look at general financial markets or ex...
Financial Planner
A Financial Planner offers professional advice to clients on how they might reach their financial goals. You might make recommendations based on yo...
Investment Advisor
An Investment Advisor provides clients with advice on investment opportunities and services. You’ll discuss customers’ financial goals and determin...
Risk Analyst
A Risk Analyst analyses information and data to assess risk. You might work in banking, insurance or a range of other industries. Risk Analysts mak...
About University of Wollongong
Our commitment to a better future has shaped our direction and impact since our inception. In those early days developing the Illawarra and its industries focused our intent and our pioneering spirit was born. From these origins, we have grown to be a diverse and inclusive civic university, working to solve global challenges and promoting harmony and social cohesion. Our success is the creation of our people and valued partnerships, locally, regionally and internationally.
We are driven and determined, yet collegial and ethical in all that we do. We are always looking to serve our communities and share our knowledge and expertise with them for mutual betterment.
We aspire to set the standard for inclusiveness, diversity and equity. We welcome – and benefit from – the diversity of our communities within Australia and internationally. We will continue to champion Aboriginal and Torres Strait Islander Reconciliation.
