Financial Planning

Why study financial planning?

Financial planners have the necessary breadth and depth of financial skills and knowledge to assist individuals in achieving their financial objectives. Financial planners are innovative and lateral in their thinking, they are up to date with the latest changes and they are committed to providing sound, independent and ethical advice.

Career opportunities

Deakin's commitment to industry relevance enhances the value of the degree and more thoroughly equips students with appropriate analytical and communication skills for the work place.

Typically, financial planning graduates work in financial planning firms, accounting firms and financial institutions. The opportunities for graduates with a financial planning discipline are ever increasing in Australia.

Professional Recognition

By completing the appropriate units graduates are eligible to join the Financial Planning Association of Australia. Students are advised to consult with one of the Faculty’s course advisers to identify the appropriate units in the financial planning major.

Certified Financial Planning (CFP)
Qualification for RG146 in the Financial Planning Major

The Financial Planning Association (FPA) has accredited the Deakin Bachelor of Commerce (major in Financial Planning) for entry to the Certified Financial Planner’s (CFP) Program.

All students who complete the Bachelor of Commerce with a Financial Planning major will satisfy the Australian Securities and Investments Commission’s (ASIC) RG146 requirements at Tier 1 level in the competencies listed for each of the relevant units. ASIC website.

Follow these instructions to obtain proof of competencies required by employers and professional bodies:

1. In the left column to find your course by training provider select 'Course name' from the left-hand column.
2. Course details are sorted in alpha order. Select ‘A-E’. Then scroll down and select Deakin University - Faculty of Business & Law.
3. Deakin University Bachelor of Commerce units that meet the competencies are listed. These are Financial Planning, Equities and Superannuation.
4. Select each one and print out competencies each unit covers.
5. You will need to provide with this information as well as a copy of the transcript showing you have passed each of the units. An employer may require a certified copy of this transcript.
   

Undergraduate courses with financial planning

Postgraduate courses with financial planning