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Bachelor of Business – Financial Planning

Help navigate clients through financial goals and make a difference in their lives.

  • Become a trusted advisor through every financial decision
  • Gain hands-on experience using industry-leading financial software
  • Master key financial skills like tax planning, investments, and risk management
  • Learn from industry experts and work on real client consulting project
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100% Online

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Icon Qualification

Undergraduate

Qualification

Icon Duration

3 years full-time

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Icon Start Dates

Mar, Jul, Nov

Start Dates

Icon Units

24

Units

Icon Fees

$2,124*

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OVERVIEW

Become the trusted expert people turn to for financial decisions.

As a financial planner, you’ll advise people on life’s biggest financial decisions — from investment choices to superannuation, and retirement planning. This degree gives you the skills to guide clients toward their financial goals while making a real difference in their lives.

Swinburne is one of Australia’s leaders in business education. Which means you’ll learn from industry professionals, gain hands-on experience with the latest financial software, and collaborate on a real-world consulting project with a live client.

With an ASIC-approved qualification, you’ll be on the path to becoming a licensed financial advisor, ready to step into the workforce with confidence.

  • This is an Financial Adviser Standards (FAS) approved course.
  • Graduates are eligible for entry into the Financial Planning Association of Australia’s CFP (Certified Financial Planner) certified program.

Secure your future with the right degree for a changing world. 

Key Learnings Include

  • Taxation: Understand major principles of tax planning issues and concepts.
  • Principles of Financial Planning: Examine the management of financial planning practices and develop Statement of Advice based on unique characteristics and client requirements.
  • Ethics & Client Relationships: Learn fundamental ethical principles. Main ethical issues encountered, and ethical behaviour support resources available in professional financial planning services practice.
  • Investment & Financial Planning Project: Understand the financial system, various regulatory bodies, key participants and potential risks in the financial markets.
  • Retirement Planning: Learn about retirement planning with a focus on the superannuation industry.
  • Personal Financial Risk & Estate Planning: Gain a deep understanding of the pervasive nature of pure risk on individuals and society.

Professional accreditations

Corey-BW

‘The online flexibility has been a game changer for me. I have no idea where I would be without the ability to study when and how I need to. I have taken my work interstate, overseas, anywhere you can think of.’

Corey, Swinburne Online graduate

9.2% ▴

There’s an expected increase of 9.2% for jobs over the next 5 years.

Our Business courses have been ranked in the Top 200 by THE World Universities Rankings for 2025.

‘The online flexibility has been a game changer for me. I have no idea where I would be without the ability to study when and how I need to. I have taken my work interstate, overseas, anywhere you can think of.’

Corey, Swinburne Online graduate

9.2% ▴

There’s an expected increase of 9.2% for jobs over the next 5 years.

Our Business courses have been ranked in the Top 200 by THE World Universities Rankings for 2025.

Swinburne Online

Your Pathway to the career of your dreams

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Structure

Your course breakdown:

To be awarded the Bachelor of Business in Finance you must complete 24 units in total made up of:

  • 7 Core Business Units
  • 1 Core Business Practice Units (choose from 2 options)
  • 8 Finance Major Units
  • 8 Electives

Each year is split into 3 Teaching Periods (14 weeks per Teaching Period). You can choose to study full-time or part-time depending on your preference.

What you'll study:

These are foundational units in major business study areas:

Learning and Communicating for Innovative Business Practice

Contemporary Management Principles

Marketing and the Consumer Experience

Financial Information for Decision-Making

Economics for Business Decision-Making

Business Digitalisation

Business Consulting Project

You must complete one of the following:

Planning for Career Success

Sustainable Business Practice

Financial Planning major units are designed to dive into practical, future-focused study:

Principles of Financial Planning

Finance and Behavioural Bias

Ethics and Client Relationships

Investment and Financial Planning Project

Law of Commerce

Taxation

Personal Financial Risk and Estate Planning

Retirement Planning

Recommended electives to round up your degree.

International Politics

Business for Sustainability, Social Change and Impact

Financial Information Systems

On successful completion of this Course students will be able to:

  • Define and integrate theoretical principles applicable to financial planning and apply those principles in a range of practices
  • Systematically review and critically evaluate research from a variety of sources in order to make informed judgements on options for innovatively solving a range of problems that arise in business contexts
  • Formulate creative solutions that are fit for purpose and demonstrate cognisance of the impact of business decisions on the triple bottom line
  • Coherently articulate a line of reasoning demonstrating cultural sensitivity and apply a framework to analyse and offer solutions to ethical dilemmas
  • Communicate a range of business arguments by evaluating and implementing alternative communication strategies as appropriate to the audience
  • Build on and continuously develop the intellectual independence to be critical and reflective learners, cognisant of new technologies
  • Work collaboratively in diverse groups

Course Rules

To qualify for the Bachelor of Business – Financial Planning students must complete 300 credit points comprising of:

  • Seven [7] core business fundamental units (87.5 credit points)
  • One [1] business core practice units (12.5 credit points)
  • Eight [8] units of study from the Financial Planning discipline major (100 credit points)
  • Eight [8] elective units of study (100 credit points)

Volume of Learning

The Bachelor of Business – Financial Planning consists of 300 credit points. Units normally carry 12.5 credit points (cps). In each year eight (8) units normally constitute a full time load of 100 credit points and four (4) units normally constitute a part-time load of 50 credit points. The volume of learning of the Bachelor of Business – Financial Planning is typically 3 years.

The full Course Information Set and Whole of Institution Set are available for reference.

Entry Requirements

Non-Year 12 entry

If you’re applying to Swinburne but haven’t completed Year 12, don’t worry! You can still apply if you have:

  • Completed or partially completed an approved tertiary qualification (like a diploma, advanced diploma, associate degree, or degree).
  • Relevant work experience and English language skills, or a STAT result (Special Tertiary Admissions Test), may also be considered.
  • All students need to demonstrate that they can undertake the course with a reasonable prospect of success.
  • Read our applying and enrolling FAQs

Year 12 entry

If you have completed Year 12 (the Victorian Certificate of Education – VCE, or an equivalent qualification from interstate or internationally), you can apply based on that.

  • Minimum ATAR requirements may apply for some courses.

Credit arrangements

If you’ve already studied you may be able to get advanced standing (credit transfer).

  • Case-by-case assessment: Every applicant is assessed individually.
  • If you’ve completed a Diploma in a related field, you may be eligible for credit.
  • Previous tertiary studies: If your past studies meet part of the academic requirements for the course, you may get credit.
Recognition of Prior Learning (RPL)
  • Recognition of Prior Learning (RPL) lets you gain credit based on skills and knowledge from your work experience, life experience, or formal training.
  • Like credit transfer, this is assessed on a case-by-case basis.

To learn more, reach out to a Course Consultant to discuss applying for credit.

Diploma entry pathways

Some students start their journey with a Diploma, which can help them progress to a degree.

  • Pathways allow you to move from one qualification to another.
  • You could receive credit, depending on your chosen major. Our course consultants can help guide you through your pathway options.

Need more info?

  • We have plenty of resources to help you! Visit our Applying and Enrolling FAQs or chat with a Course Consultant for advice on your specific situation.

Fees & Scholarship

  • The estimated fee per unit is $2,124*.
  • There are 24 units in this course, each unit is worth 12.5 credit point units.

*Note: Unit fees may change each year.

There are several ways to help manage your course fees:

  • Commonwealth Supported Place (CSP): Available to Australian Citizens and eligible Permanent Residents, and this will help reduce your course fees.
  • HECS – HELP Loans: Available to Australian Citizens, which will help you defer your fees.
  • Learn more about HELP Loans

Please contact our Course Consultant to find out if you’re eligible for financial support.

There are a variety of Swinburne Scholarships to help reduce your costs.

  • University-funded scholarships
  • Government-funded scholarships
  • Private scholarships and prizes

Scholarships are available for both new and current students.

Please contact our Course Consultant to find out if you’re eligible for Swinburne Scholarships.

Credit for prior study:

  • Good news — if you’re awarded academic credit for prior study, your course fees could be lower! This means a cheaper degree!

Services & amenities fee:

For more details on scholarships and financial support, visit the Swinburne website or speak with a Course Consultant!

Career Outcomes

Career Opportunities

Let’s take a look at the wide range of roles you can pursue with a Bachelor of Business major in Financial Planning (average annual salaries via SEEK):

$75,000 to $90,000 Average Salary

Help clients from businesses to individuals manage their finances. Provide expert advice on financial reporting, forecasting, and analysis.

Help clients from businesses to individuals manage their finances. Provide expert advice on financial reporting, forecasting, and analysis.

$130,000 to $150,000 Average Salary

Guide individuals and organisations through their financial goals. Provide expert advice on investments as well as retirement planning, superannuation and other key financial aspects of people’s lives.

Guide individuals and organisations through their financial goals. Provide expert advice on investments as well as retirement planning, superannuation and other key financial aspects of people’s lives.

$95,000 to $115,000 Average Salary

Help individuals reach their financial goals with tailored advice. User expert knowledge to develop plans for investments as well as savings, budget, insurance, and tax strategies.

Help individuals reach their financial goals with tailored advice. User expert knowledge to develop plans for investments as well as savings, budget, insurance, and tax strategies.

$110,000 to $130,000 Average Salary

Using data analytics to assess processes, you’ll determine requirements and deliver data-driven recommendations and reports to key stakeholders. Lead the development of financial strategies and ensure accurate reporting.

Using data analytics to assess processes, you’ll determine requirements and deliver data-driven recommendations and reports to key stakeholders. Lead the development of financial strategies and ensure accurate reporting.

$80,000 to $90,000 Average Salary

Work with financial planners to prepare documents and data for clients. Use financial management software such as Xplan, to keep track and play an important role in the financial planning process.

Work with financial planners to prepare documents and data for clients. Use financial management software such as Xplan, to keep track and play an important role in the financial planning process.

$105,000 to $125,000 Average Salary

Work within a companies finance team and prepare budgets, forecasts, and use financial data to guide decision making.

Work within a companies finance team and prepare budgets, forecasts, and use financial data to guide decision making.

$100,000 to $120,000 Average Salary

Your role is all about the future – new customers, new markets, new products and new processes. You’ll plan and strategise development, helping your company to reach their business goals.

Your role is all about the future – new customers, new markets, new products and new processes. You’ll plan and strategise development, helping your company to reach their business goals.

Prepare for a career the right way.

Accounting is a fantastic stepping stone into industries like business, consulting, law, education, or government.

  • Real-World Projects – Work on an industry consulting project, applying your knowledge to real financial challenges and building in-demand skills.
  • Industry-Leading Software – Get hands-on with essential financial tools like Xplan, preparing you for the digital future of finance.
  • Learn from the Best – Your learning advisors are finance professionals themselves, keeping your education aligned with industry trends and career opportunities.
  • Exclusive Industry Insights – Gain valuable knowledge and network with guest speakers — leaders in finance who share their expertise and career advice.

Online Study

An online study experience designed for you

Each degree is thoughtfully designed for online learning, ensuring your experience is fulfilling and supported. At Swinburne Online, we want to ensure that your journey with us is a success. Our team of academic and online experts have developed engaging, media-rich course materials using cutting-edge digital technology and advanced teaching resources.

Your online study journey

 

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Here’s what you can expect

  • Personalise your study journey with full-time or part-time options — 100% online, no travel needed.
  • Start when it suits you with multiple intake dates.
  • Study on your terms, balancing life, family, and work — anytime, anywhere.
  • Stay connected with students and industry experts through discussion boards and virtual classrooms.
  • Get support 7 days a week for general help whenever you need it.
  • Learn with confidence with dedicated online tutors for each unit, ready to answer all your academic questions.

 

 

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Your online classroom - Canvas

Canvas is where all your classwork will take place. You’ll experience engaging lectures, tackle assignments, and connect with others on lively discussion boards. All within an easy-to-use platform. Stay on top of your progress, plan your studies with ease, and set your own pace — whether you want to fast-track your degree with up to 12 units a year or take it slow with part-time study. It’s all about balancing your studies with the rest of your life!

FLEXIBLE STUDY AT SWINBURNE ONLINE

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Your Online Campus: The Student Hub

  • The Student Hub is your one-stop online university campus where you’ll have access to course management tools, technical support, library resources, and more!
  • Find everything you need to manage your studies and university services.
  • Stay connected and empowered throughout your learning journey all from one easy to use location.
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Dedicated student support

We’re there for you each step of the way. Our dedicated Student Advisors are your go-to guides. They’ll help you through your enrolment, course planning, technical support and other questions you might have.

    • Our Online Learning Advisors (OLAs) will assist you with unit information, learning material, assignments, and referencing.
    • We strive to support you from enrolment to graduation, ensuring your success.
    • With continuous access to guidance and resources for a smooth study experience, you’re never alone with Swinburne Online.

Learn more about units, fees, entry criteria, career outcomes and more.

Download a course guide

The Swinburne Online-SEEK connection

The suite of Swinburne Online Business degrees provides students with the opportunity to forge connections within the industry. Students hear from industry leaders and work with real-life clients with demonstrated experience within their respective fields, such as SEEK.