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

• Understand the roles and work of  financial planners.
• Understand the Australian legal and regulatory framework in which financial planners and accountants operate.
• Understand and apply theories of investment, portfolio management and risk management (investment and insurance).
• Understand the Australian taxation system so as to be able to give sound advice on tax strategies.
• Understand the operation of superannuation; and identify and analyse taxation implications on the retirement needs of individuals.
• Understand estate planning and how the Australian social security system is impacted by different income streams.
• Understand the composition and interpretation of financial reports.
• Understand how to make resource allocation decisions using the major management accounting and costing techniques available.
• Understand the role, responsibilities and limitations of auditors.
• 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:

• 29 core courses; and
• 3 elective courses chosen from the Faculty of Arts, Business, Informatics and Education Undergraduate Electives page, provided prerequisites have been met.