On successful completion of this program, students should be able to:

1.  Understand the roles and work of  financial planners.

2.  Understand the Australian legal and regulatory framework in which financial planners and accountants operate.

3.  Understand and apply theories of investment, portfolio management and (investment and insurance) risk management.

4.  Understand the Australian taxation system so as to be able to give sound advice on tax strategies.

5.  Understand the operation of superannuation; and identify and analyse taxation implications on the retirement needs of individuals.

6.  Understand estate planning and how the Australian social security system is impacted by different income streams.

7.  Understand the composition and interpretation of financial reports

8.  Understand how to make resource allocation decisions using the major management accounting and costing techniques available

9.  Understand the role, responsibilities and limitations of auditors.

10.  Integrate the various financial plan components to construct a comprehensive financial plan for a fictitious client.

Students must complete 32 courses/192 units of credit:

• 27 core courses; and
• 5 elective courses taken from any 6 credit undergraduate course from the Faculty of Business and Informatics.