Selected major: Financial Planning
This Major is not currently available
This professionally accredited* Financial Planning major prepares you to help clients manage their money well and plan for a secure financial future.
While machines can create financial reports, it takes a person with strong technical and life skills – in ethics, communication, cultural sensitivity and emotional intelligence – to build the trusted relationships essential for success as a financial planner.
In this major, you'll cover behavioural bias, investment, taxation, insurance, financial risk, retirement and estate planning.
You'll receive a solid grounding in relevant legislation, codes of conduct and ethical issues, how to prepare a Statement of Advice, and how to use industry software.
This major includes strong industry connections. You'll learn directly from practising Financial Planning professionals, as they are regular guest lecturers, and you'll attend industry events to start building your networks.
The Bachelor of Business (in a single, double or professional degree) with a major in Financial Planning is accredited by FASEA*, ensuring you'll learn the skills needed to enter the financial planning industry with confidence.
*Undergraduate courses are awaiting confirmation of reaccreditation from Financial Advisors Standards (FAS), formally FASEA – 1 Feb 2022
The Bachelor of Business (Professional) includes a 12-month paid work placement.
From the outset, this degree will challenge you to combine business innovation with making a positive social impact.
Select a major area of specialisation and combine it with core studies in business, management and operations to become an entrepreneurial thinker and business innovator.
This premium degree is designed so you’ll be clear on how you and your skills can contribute as an individual and as part of a team in government, for-profit and for-purpose businesses.
All our bachelor degrees include a guaranteed Work Integrated Learning opportunity, which could be a placement, internship or industry-linked project. This Professional Degree includes a mandatory 12-month paid work placement. You'll benefit from Swinburne’s unique industry partnerships, gain invaluable full-time work experience and earn credit towards your degree.
In this degree’s Industry Consulting Project (BUS30009), one of our industry partners will put forward a real problem. Finding solutions will require you to put what you’ve learned into practice. You’ll team up with other students to analyse the issue and propose solutions back to your client.
Advanced Business Practice (BUS30024) teaches you to tackle problems and opportunities with holistic thinking. In this unit, you’ll work as part of a multidisciplinary team to find innovative, creative, and practical business solutions, that also consider ethical business practices and sustainability goals.
Business degree options
You may also be interested in the Bachelor of Accounting and Business Information Systems (Professional) or Bachelor of Business Information Systems (Professional).
Interested in business, you may like to explore our other business courses.
Looking for your #1 VTAC preference?
Our VTAC Info Night means discovering our courses, meeting academics and students, and putting us to the test. Register_now
This course is professionally accredited by
Relevant majors are professionally accredited by
- Semester 1 - 28 February 2022
- Semester 2 - 1 August 2022
4 years full-time or equivalent part-time
- 3400210691 (CSP)
- 3400210693 (IFP)
Women in Finance and Economics Scholarship Program
The purpose of the Scholarship is to encourage and assist women to enter, re-enter and achieve leadership roles across the financial services industry.
The Financial Planning Association® (FPA®) is the primary membership organisation for financial planning practitioners who want to master the practice of financial planning, and who are committed to shaping the future of the profession.
Make sure you check out the available scholarships. They became a really good goal for me during Year 12 and are achievable if you put in the hard work. I also recommend coming to Open Day – you can ask questions (even silly ones!) and get answers from current students.
Bachelor of Business
Thishi's professional degree journey at Bosch Australia
Thishi's professional placement at Bosch Australia has provided her with a stepping stone for the next part of her career. It has given her confidence, experience in the industry and prepared her for what is to come, once she graduates.
Swinburne business degrees are accredited by the Association to Advance Collegiate Schools of Business (AACSB) International. The alumni of AACSB accredited business schools are among the world’s most influential leaders, innovators, and entrepreneurs impacting business, government, and non-profit sectors. Only five per cent of business schools worldwide are AACSB accredited.
Our financial planning courses are FASEA approved*
The Financial Advisers Standards and Ethics Authority (FASEA) has approved Swinburne’s undergraduate and postgraduate courses in financial planning. This includes the Bachelor of Business and the Bachelor of Accounting, with majors in Financial Planning, or in Accounting and Financial Planning. Graduates of a FASEA approved Swinburne course will satisfy the educational standards and requirements prescribed by FASEA to provide financial advice in Australia. Graduates are eligible for entry into the Financial Planning Association of Australia’s CFP® (CERTIFIED FINANCIAL PLANNER®) certified program.
*Undergraduate courses are awaiting confirmation of reaccreditation from Financial Advisors Standards (FAS), formally FASEA - 1 Feb 2022
Begin your path to Chartered Financial Analyst®
Swinburne's Bachelor of Business and Bachelor of Business (Professional) with major in Finance together with Master of Finance incorporates at least 70 percent of the CFA Program Candidate Body of Knowledge (CBOK) and emphasises CFA Institute Code of Ethics and Standards of Practice.
Students of these programs have a head start to obtain the Chartered Financial Analyst® designation and selected students of these programs may receive CFA scholarships.
At Swinburne scholarships are about providing opportunity, promoting equity and recognising excellence and achievement. Scholarships are available for both commencing and current students.