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TAFE

TAFE

TAFE

TAFE

Apply Today Download Brochure

100% Online Course

Bachelor of Business with a Major in Financial Planning

  • Qualification

    Undergraduate

  • Duration

    3 years full time or equivalent part time

  • Units

    24

  • Start Date

    Mar, Jul, Nov

Overview of the course

Overview of the course

Change more than your clients’ money habits – change their lives

With a degree in Financial Planning, you’ll become the trusted expert people turn to for important advice throughout their lives. By sharing your expertise, you’ll enable your clients to reach their financial goals and make a real difference by doing so.

Taught by experienced professionals, you’ll use the latest financial software and collaborate with your peers on a consulting project for a live client, meaning you’ll be able to step into the workplace with confidence.

Download Brochure

What you will learn

  • Taxation: Understand the major principles of tax planning issues and concepts.
  • Principles of Financial Planning: Examines the management of financial planning practices and develop a Statement of Advice based on the unique characteristics and requirements of clients.
  • Ethical client relationships: Learn about the fundamental ethical principles, the main ethical issues encountered, and the ethical behaviour support resources available, in professional financial planning services practice.
  • Investment planning: Gain knowledge of the financial system, various regulatory bodies, key participants and potential risks in the financial markets.
  • Retirement and estate planning: Learn about retirement planning with a particular focus on the superannuation industry and estate planning.
  • Management of Personal Financial Risk: Gain understanding of the pervasive nature of pure risk on individual and society.

What are the entry criteria?

Non-Year 12 entry

Completion or partial completion of an approved tertiary qualification (including diplomas, advanced diplomas, associate degrees and degrees). Additional performance criteria and prerequisite requirements may also apply.

Applicants without a formal qualification but with significant and relevant work experience and appropriate English language skills, or a suitable Special Tertiary Admissions Test (STAT) result, will be considered if they can demonstrate that they can undertake the course with a reasonable prospect of success.

Read our Applying and Enrolling FAQs.

The University may determine selection criteria and restrictions in respect of courses to apply in addition to these entry requirements.

Year 12 entry

2022 Guaranteed Entry ATAR: 60

Successful completion of the Victorian Certificate of Education (VCE) or its equivalent, such as an interstate or international Year 12 qualification.

VCE prerequisites: Units 3 and 4: a minimum study score of 25 in English (or equivalent) or 30 in English (EAL).

Read our Applying and Enrolling FAQs.

Credit arrangements

Credit transfer

Credit is granted in recognition of previous study and/or experience and allows students to gain advanced standing towards their course. Applicants are assessed on a case-by-case basis. Speak to a Course Consultant about applying for credit.

Applicants who have completed a Diploma in a related discipline may be eligible for credit of up to 8 units; the equivalent of a third of the course. Students admitted to the course with prior tertiary studies that satisfy part of the academic requirements of this course may be eligible for academic credit of up to 16 units.

Recognition of Prior Learning

Recognition of Prior Learning (RPL) allows students to gain credit (advanced standing) towards their course in recognition of skills and knowledge gained through work experience, life experience and/or formal training. Applicants are assessed on a case-by-case basis. Speak to a Course Consultant about applying for RPL.

Diploma entry pathways

Pathways allow students to progress from one qualification to another where the first course is recognised as an entry requirement and provides advanced standing to the second.

Credit available may vary depending on the major selected within any given degree but in most instances you may receive up to 8 unit credits.

Our Course Consultants will step you through the process of entry and credit using previous study.

Fees and scholarships

This course is offered to domestic and offshore international students. Depending on your citizenship, you may be eligible for a Commonwealth Supported Place.

Domestic students also contribute to student services and amenities via an annual fee.

Scholarships are available for both commencing and current students. You may be eligible for Swinburne Scholarships.

"Studying online allowed me to balance working full time and being available for my family. As a direct result of my studies, I landed a fantastic job. I even got promoted to a new position within the same organisation!"

Melissa, Swinburne Online graduate

Course Units

A total of 24 units are taken to complete the Bachelor of Business with a major in Financial Planning, including six core business units, two capstone units, eight financial planning major units and eight electives. In capstone units you combine the skills you'll learn throughout your degree and apply them to practical scenarios to solidify your knowledge. You'll collaborate with your peers and solve real business problems, giving you the confidence to step into the workforce with practical experience.

Core Business units

Learning and Communicating for Innovative Business Practice (COM10011)
Financial Information for Decision Making (ACC10007)
Economic Principles (ECO10004)
Introduction to Business Information Systems (INF10003)
Introduction to Management (MGT10001)
Fundamentals of Marketing (MKT10007)

Capstone units

Advanced Innovative Business Practice (BUS30024)

Financial Planning major units

Taxation (ACC30005)
Principles of Financial Planning (FIN10003)
Financial Management (FIN20014)
Ethics and Client Relationships (FIN20015)
Investment and Financial Planning Project (FIN30017)
Management of Personal Financial Risk (FIN30018)
Retirement and Estate Planning (FIN30019)
Law of Commerce (LAW20019)
Finance and Behavioural Bias (FIN20017)
Electives

Career opportunities

Career opportunities

  • Financial Planner

    Assist individuals and companies to reach their long-term financial goals. Provide expert advice on investing, retirement planning, superannuation and other key financial aspects of people's lives.

  • Financial Adviser

    Create tailored advice and education to help individuals reach their financial goals. Use your expert knowledge to help develop plans for investments as well as savings, budget, insurance, and tax strategies.

  • Paraplanner

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

  • Business Analyst

    In this dynamic role, you'll use data analytics to assess processes, determine requirements and deliver data-driven recommendations and reports to key stakeholders.

  • Business Development Manager

    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.

  • Commercial Analyst

    Working within the finance team of a company, you'll prepare budgets, forecasts and use financial data to guide decision making.

  • Accountant

    Help clients manage their finances and give expert advice on financial reporting, forecasting and analysis.

  • Finance Manager

    Play a crucial role in supporting organisations to make informed financial decisions. You'll be able to find ways to improve profitability, a key aspect of financial leadership.

Industry connections

Industry connections

  • Projects

    Work on an industry consulting project, solidifying your knowledge and giving you highly employable skills.

  • Software

    You’ll get to use industry standard financial management software, Xplan.

  • Teaching

    Your learning advisors work in the industry themselves, helping you to stay connected to your career goals.

  • Guest Speakers

    You’ll hear from a range of industry experts, giving you the opportunity to collaborate with professionals in your field.

Accreditations

Accreditations

Association to Advance Collegiate Schools of Business (AACSB) International

Swinburne business degrees are accredited by the Association to Advance Collegiate Schools of Business (AACSB) International, and are a part of the five per cent of business schools worldwide accredited by AACSB. 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.

Financial Planning Education Council

The Bachelor of Business with a major in Financial Planning is accredited by the Financial Planning Education Council and graduates are eligible for entry into the Financial Planning Association of Australia’s Certified Financial Planner (CFP) certified program.

The Swinburne Online connection

The Swinburne Online connection

The suite of Swinburne Online Business degrees provides students with the opportunity to forge connections with industry. Students hear from guest speakers and live clients with demonstrated experience within their respective fields.

Past speakers have included Richard Lugg, Richmond Football Club’s Senior Partnerships Manager, who detailed his career journey and the importance of stakeholder management within the sporting industry, and Peter Dable, The Cheesecake Shop’s General Manager of Marketing and Operations, who gave students an insight into his career progression from an entry level position at Red Bull to an executive-level role.

Career Insights

Career Insights

Whether you have ambitions to work at a multinational corporation, work for a not-for-profit, or your own company, a Bachelor of Business with a Major in Financial Planning at Swinburne will give you the skills and knowledge to make it in any market.

Guest Speaker: The Cheesecake Shop

Guest Speaker: The Cheesecake Shop

The Swinburne Online Bachelor of Business provides students with the opportunity to hear from industry speakers with a wide array of experience in their field. Peter Dable, The Cheesecake Shop’s General Manager of Marketing and Operations gave students an insight into his career progression from an entry level position at Red Bull to an executive-level role, and how senior management positions require a well-rounded Business education. Contact us to learn more about how a Swinburne Online degree will connect you with industry leaders.

Industry Connections

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

  • define and integrate theoretical principles applicable to a business discipline 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 environment, economy and society
  • 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 award of Bachelor of Business students must complete 300 credit points comprising of:

  • eight prescribed Bachelor of Business core units (100 credit points)
  • eight units of study from a business discipline major in one of the following: Accounting, Business Administration, Economics, Entrepreneurship and Innovation, Finance, Financial Planning, Health Management and Communication, Human Resource Management, International Business, Information Systems, Logistics and Supply Chain Management, Management, Marketing or Sports Management (Swinburne Online) (100 credit points)
    or
    sixteen units from the Accounting and Finance Professional Program or the Accounting and Financial Planning Professional major (200 credit points)
  • eight units of Secondary studies (100 credit points) comprising of a second major, minor/s, or electives (NOTE: Students undertaking the Accounting and Finance Professional Program or the Accounting and Financial Planning Professional major will not need to undertake secondary studies).

Students also have an opportunity to undertake a Work Integrated Learning professional placement.Students complete no more than 150 credit points (normally 12 units) at Introductory Level (i.e. Stage 1). A unit of study can only be counted once. Where units are shared between majors and/or minors, students must choose an approved alternative unit.

Professional Placements
Professional Placements are subject to a competitive selection process. Students who undertake a 12-month professional placement are subject to the following course rules and must complete 375 credit points comprising:

  • eight core Bachelor of Business units of study (100 credit points);
  • eight units of study from a Business discipline major (100 credit points) or
    sixteen units from the Accounting and Finance Professional Program or the Accounting and Financial Planning Professional major (200 credit points)
  • four units of study from the Professional Placement co-major (100 credit points) and
  • six units of study comprising an advanced minor, minor or electives (75 credit points)
    Note: not required if you have completed the Accounting and Finance Professional Program or the Accounting and Financial Planning Professional major

Please note: if a student completes the Accounting and Finance Professional Program they would complete 400 credit points.

Students who elect to undertake a six-month professional placement are subject to the following course rules and must complete 337.5-350 credit points comprising:

  • eight core Bachelor of Business units of study (100 credit points)
  • eight units of study from a Business discipline major (100 credit points) or
    sixteen [16] units from the Accounting and Finance Professional Program or the Accounting and Financial Planning Professional major (200 credit points)
  • two units of study from the Professional Placement minor (50 credit points); and
  • seven units of study comprising an advanced minor, minor or electives (87.5 credit points)
    Note: not required if you have completed the Accounting and Finance Professional Program or the Accounting and Financial Planning Professional major.

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

Apply Today for a Bachelor of Business with a Major in Financial Planning Course

Start your application online or speak to a Course Consultant on 1300 069 765.

Apply Today

Support for your studies

  • Experience better education

    When you study with Swinburne Online, you'll benefit from high-quality learning materials that are designed for online.

  • How online study works

    At Swinburne Online, we're here for you every step of the way. Explore the online higher education student journey from enrolment to graduation.

  • Support services

    Not only do we have the right tools and support teams to help you – we have people who care about your success.

Frequently asked questions

Frequently asked questions

View all FAQs

  • Do I have to purchase learning materials?

    For students undertaking a degree, most of your learning materials are included with a free license provided to you by Swinburne Online. However, in some cases, you will be notified via your student email that you will need to buy specific software or eTexts. For TAFE Business students, all of your learning materials will be available online and are covered by your course fees. You won’t need to purchase any further materials.

  • Which units should I start with?

    When you enrol to study a degree with us, you will nominate how many units you would like to select per teaching period, based on a recommendation from one of our Course Consultants. From here, our enrolments team will allocate you automatically to the units they feel will be best suited to your needs, so you don’t need to worry about choosing units. If you want to choose something different than what you are allocated to, that is no problem, just get in touch with our Student Liaison Team and they will take care of it for you.

  • Do I need to be logged on to study at specific times?

    You won’t normally have to be online at a specific time. Your course material is available for you from the beginning of each teaching period and you can work through it in the hours that suit you.

    There are some live webinar sessions that run approximately once a month. These are a special opportunity for students to sign in at the same time as their tutors, normally before an assessment deadline. It gives you the chance to ask any questions relating to the assignment in real time and hear other student’s questions and thoughts. We understand that students won’t always be able to make these sessions, so they can be replayed the next day.

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