Bachelor of Business (Financial Planning)

As one of the leading providers of accounting and finance education in Australia, you can be confident you will graduate with the knowledge and skills required to succeed in the financial services sector.

You'll learn from expert academics who are current practicing financial advisers themselves - including an award-winning academic who was named Financial Standard's Power50 most influential financial advisers in Australia*. Your studies are enriched in so many ways as you'll gain unique insights from professionals who know the ins and outs of the industry and understand the unique challenges and opportunities that financial advisers face today.

You will also get to use our state-of-the-art Iress Trading Room on campus which includes a market data feed and financial analysis software - the same technology used by the world's leading banks and investment firms.

Your course content has been developed in conjunction with leading industry experts and researchers to ensure that what you learn is practical, relevant and current to today's changing business landscape.

*UniSA Financial Planning academic, Geoff Pacecca was awarded the Financial Standard's Power50 most Influential Financial Advisers in Australia, 2019.

Responding to industry needs The financial services profession has recently introduced new education standards, making it more important than ever for practising and aspiring financial advisers to hold a recognised qualification.

If you're currently working in financial planning, you'll need to complete a FASEA-approved program by 2026 to continue practising. If you're looking to enter the industry, you'll now need to study a FASEA-approved program to start your career.

UniSA Business is the only business school in South Australia accredited by both AACSB International (The Association to Advance Collegiate Schools of Business) and EFMD (EQUIS) - the world's leading accreditation bodies recognising excellence in business education and research at a global level. These dual accreditations demonstrate the high standards we hold across all areas such as teaching, student learning and research, as well as our commitment to continually improving the quality of our programs.

This program consists of 24 courses comprising core courses in business, as well as specialist financial planning courses so you can develop your expertise across areas such as tax, personal finance, superannuation and insurance.

You'll study compulsory bridging courses that have been outlined in FASEA's education requirements including ethics and professionalism, and financial advice regulatory and legal obligations. As a graduate, you can be confident you'll leave with the essential education requirements to practice as a qualified financial adviser.

In your final year, you will also develop and present a detailed statement of advice (SOA) - a comprehensive document financial advisers provide to clients based on their needs and goals.

Aside from learning new and relevant legislation, regulations and codes of practice, you'll enhance your skills in building and managing client relationships - a critical focus area for future financial advisers.

You can gain an extra qualification and broaden your career prospects by completing a Diploma in Languages.

In addition to new education standards, FASEA has outlined new professional requirements. This includes completing a professional year (for new entrants only), passing a national exam, undertaking Continuing Professional Development (CPD) and completing a code of ethics course.

As we are the No.1 university in South Australia for graduate careers in Business and Management1, our quality teaching and experiences beyond the classroom will ensure you graduate career ready.

The financial services industry is one of the leading sectors in the Australian economy and plays a key role in facilitating the productive flow of funds between industries, companies and people.

There are a range of roles you could pursue in diverse businesses. There are opportunities in financial institutions, investment banks, superannuation and insurance funds, financial advisory firms - or you choose to be self-employed and set up your own practice. Financial advisers can also specialise in a number of areas, such as tax planning, risk management or retirement planning.

Careers to consider:

• Client relationship manager: proactively engage clients by providing high value, holistic and strategic financial advice; identify opportunities to build new client relationships and strengthen existing ones; research the latest products and regulations; and focus on delivering a high-quality customer experience.
• Estate planner: provide clients with legal, financial and accounting advice to ensure long term financial protection of their estate during life and post-mortem; help ensure any assets are dispersed according to the wishes of the deceased in an effective way; and develop estate plans which may include preparing wills, life insurance, family trusts and manage tax implications for beneficiaries.
• Insurance broker: research and review available finance and insurance products to meet client requirements; arrange insurance, home loan mortgages and other types of finance for clients through banks, lenders, financiers and insurance companies; help clients understand insurance policy conditions, risks, premium rates and benefits; prepare reports for underwriters and liaise with other insurance professionals.
• Investment adviser or manager: develop financial plans and investment strategies for individuals and organisations; monitor investment performance and review investment plans based on needs and changes in the market; buy and sell stocks and bonds for clients; and provide advice on tax implications, securities, insurance cover, pension plans and real estate.
• Qualified financial planner or adviser: help clients to meet short-term and long-term financial goals; assist with legal and financial documents, financial laws and regulatory requirements; provide advice on personal investments and security planning, estate planning, tax planning, employee benefits planning and insurance planning; and deliver a high-quality customer experience.
• Superannuation consultant: provide compliant financial advice in areas such as personal and business superannuation, retirement income stream products, pensions rollovers and annuities; interpret new legislation changes and consider the impact of those changes on the portfolio of funds, help clients understand merits of Self Managed Superannuation Funds (SMSF), and develop retirement plan strategies.
• Wealth manager: deliver holistic wealth management strategies and plans to help clients grow and sustain long-term financial goals; provide services across a range of areas including financial planning, investment management, and financial advice on pensions, trusts, inheritances, estate planning, retirement planning, and tax bands; and possess knowledge of software solutions and key platforms in the industry.

1ComparED (QILT): Graduate Outcomes Survey 2017-19 - Full-time Employment Indicator (Undergraduate). Public SA-founded universities only.