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- Financial planning is a service helping people and businesses to manage their financial affairs and meet their financial goals.
- Build expertise in the fields of taxation, cash flow modelling, superannuation, insurance and investment planning to suit a diverse range of clients and contexts.
- Develop superior communication skills to enable you to provide clear, ethical and professional advice to your clients.
- Prepares you for a career as a financial planner, financial advisor, investment manager or superannuation adviser.
- Graduates who complete the financial planning majors will satisfy the education requirements to seek membership of the Financial Planning Association of Australia (FPA).
- As a student of this degree you can become affiliated with the FPA at no charge gaining valuable access to career development activities and resources of the FPA.
- Graduates will also be ready to participate in the educational qualifications and standards framework set by the Financial Adviser Standards and Ethics Authority (FASEA) which will be required before being able to provide personal financial planning advice to retail clients.
Highlights
- Financial planning is a service helping people and businesses to manage their financial affairs and meet their financial goals.
- Build expertise in the fields of taxation, cash flow modelling, superannuation, insurance and investment planning to suit a diverse range of clients and contexts.
- Develop superior communication skills to enable you to provide clear, ethical and professional advice to your clients.
- Prepares you for a career as a financial planner, financial advisor, investment manager or superannuation adviser.
- Graduates who complete the financial planning majors will satisfy the education requirements to seek membership of the Financial Planning Association of Australia (FPA).
- As a student of this degree you can become affiliated with the FPA at no charge gaining valuable access to career development activities and resources of the FPA.
- Graduates will also be ready to participate in the educational qualifications and standards framework set by the Financial Adviser Standards and Ethics Authority (FASEA) which will be required before being able to provide personal financial planning advice to retail clients.
Why choose this course?
Financial planning profession helps people and businesses to manage their financial affairs and meet their financial goals. Financial planners assist their clients to set their financial goals, prepare financial plans and implement recommendations. They provide advice on: cash flow and liability management; retirement, investment, tax and estate planning; and risk management and insurance planning.
In this course, you will build technical skills to provide effective, holistic solutions to complex and unpredictable financial problems. You will also develop superior communication skills in order to understand your clients’ needs and communicate effectively, ethically and professionally with your clients.
In your discipline units you will gain expertise in the fields of taxation, cash flow modelling, superannuation, insurance and investment planning to suit a diverse range of clients and contexts.
Real-world learning
We will provide you with opportunities to engage with real-world financial problems throughout your degree. You will conclude your degree with a capstone unit, financial plan construction, where you will engage with real-world clients to develop an understanding of their financial planning needs and create a financial plan for the clients.
Explore this course
In this course you will be first introduced to foundational concepts, theories and practices in finance, taxation law and superannuation and retirement planning. You will further build your knowledge and skills in insurance, risk, management and estate planning, financial services and law and personal financial planning. Throughout this course you take part in practical projects including completion of tax returns and analysis of complex capital budgeting problems, superannuation funds and financial regulation issues. Your final two units will focus on advanced investment and client relationship management and financial plan construction.
Professional recognition
Graduates who complete the financial planning major will meet the education requirements to seek membership of the Financial Planning Association of Australia (FPA). Graduates will also be ready to participate in the educational qualifications and standards framework set by the Financial Adviser Standards and Ethics Authority (FASEA), which will be required before being able to provide personal financial planning advice to retail clients.
Possible careers
- Financial Advisor
- Financial Planner
- Investment Manager
- Superannuation Advisor
Your Degree at a glance
Year 1
Academically, you will build a base of broad business knowledge through the core units, covering all areas of business from finance and economics through to marketing and global business. Your will start your financial planning legal knowledge in the core unit Business Law & Ethics. Generic skills in all areas will enhance your understanding of how businesses operate within the commercial and legal environment. Commence your financial planning major in second semester by learning fundamental skills in finance and taxation law.
Year 2
You will learn about personal financial planning, superannuation and specific financial planning regulation and law in this year. You can start to build your professional networks and find out more about the financial planning profession. You’ll also start to shape your career with the selection of a second study area.
Year 3
You will draw on the knowledge gained through your major to solve real-world accounting problems especially in terms of managing investments and client relationships and risk management and insurance planning and advice. You will also get practical knowledge of Financial Plan construction in the capstone unit for the degree. For the best chance of a top job to launch your career, attend graduate recruitment events on campus and interact with financial planning industry partners.
Financial Planning major units
- Personal Financial Planning
- Taxation Law
- Finance 1
- Superannuation and Retirement Planning
- Financial Services Regulation and Law
- Insurance, Risk Management and Estate Planning
- Managing Investments and Client Relationships
- Financial Plan Construction
Your Degree at a glance
Year 1
Academically, you will build a base of broad business knowledge through the core units, covering all areas of business from finance and economics through to marketing and global business. Your will start your financial planning legal knowledge in the core unit Business Law & Ethics. Generic skills in all areas will enhance your understanding of how businesses operate within the commercial and legal environment. Commence your financial planning major in second semester by learning fundamental skills in finance and taxation law.
Year 2
You will learn about personal financial planning, superannuation and specific financial planning regulation and law in this year. You can start to build your professional networks and find out more about the financial planning profession. You’ll also start to shape your career with the selection of a second study area.
Year 3
You will draw on the knowledge gained through your major to solve real-world accounting problems especially in terms of managing investments and client relationships and risk management and insurance planning and advice. You will also get practical knowledge of Financial Plan construction in the capstone unit for the degree. For the best chance of a top job to launch your career, attend graduate recruitment events on campus and interact with financial planning industry partners.
Financial Planning major units
- Personal Financial Planning
- Taxation Law
- Finance 1
- Superannuation and Retirement Planning
- Financial Services Regulation and Law
- Insurance, Risk Management and Estate Planning
- Managing Investments and Client Relationships
- Financial Plan Construction
- Selection rank
- 76.00
These thresholds are the lowest adjusted scores to which QUT made an offer in Semester 1, 2020.
Don't have a selection rank?
Starting uni in 2021?
There are some changes to subjects and the qualifications we’ll consider for entry to QUT from 2021 and beyond. Make sure you’re prepared to apply.
The selection rank is a good indication of the equivalent ATAR.
- Course code
- BS05
- QTAC code
- 413021
- CRICOS code
- 003491G
-
- Online
- Gardens Point
-
- Gardens Point
- 3 years full-time
- 6 years part-time
- 3 years full-time
- February and July
- February, July and November
Assumed knowledge
Before you start this course, we assume you have sound knowledge of the subject/s listed below. If you don't have the subject knowledge, you can still apply for the course but we encourage you to undertake bridging studies to gain the knowledge:
- English, or Literature, or English and Literature Extension, or English as an Additional Language (Units 3 & 4, C)
- General Mathematics, or Mathematical Methods, or Specialist Mathematics (Units 3 & 4, C)
Before you start this course, we assume you have sound knowledge of the subject/s listed below. If you don't have the subject knowledge, you can still apply for the course but we encourage you to undertake bridging studies to gain the knowledge:
QUT year 12 early offer scheme
If you’re a current Queensland Year 12 student, you may be eligible to receive an offer for this course on 20 November, before receiving your ATAR or selection rank.
Offer guarantee
If you achieve an ATAR or selection rank of 84.00 or higher (including any adjustments) and satisfy all other admission requirements, you are guaranteed an offer for this course.
Advanced standing
If you have prior studies or work experience, you may be eligible for advanced standing (credit). You can apply for advanced standing once you've been accepted to QUT. If you're in your first semester of study, you must apply for advanced standing within 10 days of receiving your offer.
Deferment
You can defer your offer and postpone the start of your course for one year.
More about deferring your offer
Adjustments to your ATAR/selection rank
Any adjustments you receive to your ATAR or selection rank will be applied to this course.
Find out if you’re eligible for an adjustment to your ATAR or selection rank
Offers we made to school leavers in Semester 1, 2020
The scores listed in the tables below reflect the offers that were made to recent school leavers. If you are not a school leaver, take a look at the entry thresholds box at the top of this page to see the lowest adjusted scores required overall to receive an offer.
| Excluding adjustments | Including adjustments | |||
|---|---|---|---|---|
| OP | Selection rank | OP | Selection rank | |
| Highest OP/selection rank to receive an offer |
OP
1
|
Selection rank
99.00
|
OP
1
|
Selection rank
99.00
|
| Median OP/selection rank to receive an offer |
OP
8
|
Selection rank
84.00
|
OP
8
|
Selection rank
84.00
|
| Lowest OP/selection rank to receive an offer |
OP
14
|
Selection rank
70.00
|
OP
10
|
Selection rank
79.00
|
You can find out more about your fellow students’ backgrounds with this course’s student profile.
Other admission options
If you are of Aboriginal or Torres Strait Islander descent, you may be eligible for admission through our Centralised Assessment Selection Process (CASP).
Minimum academic requirements
Select the country where you completed your studies to see a guide to the grades you need to apply for this course.
If your country or qualification is not listed, you can still apply for this course and we will assess your eligibility.
I completed secondary school in Australia
Assumed knowledge
Before you start this course, we assume you have sound knowledge of the subject/s listed below. If you don't have the subject knowledge, you can still apply for the course but we encourage you to undertake bridging studies to gain the knowledge:
- General Mathematics, or Mathematical Methods, or Specialist Mathematics (Units 3 & 4, C)
- Rank
- 79
Offer guarantee
If you completed secondary school in Australia and achieve an ATAR/selection rank of 84.00 or higher (including any adjustments) and satisfy all other admission requirements, you are guaranteed an offer for this course.
Assumed knowledge
It is assumed you have knowledge in the equivalent General Mathematics, or Mathematical Methods, or Specialist Mathematics (Units 3 & 4, C).
Minimum English language requirements
Select the country where you completed your studies to see a guide on meeting QUT’s English language requirements.
Your scores and prior qualifications in English-speaking countries are considered. Approved English-speaking countries are Australia, Canada, England, Ireland, New Zealand, Scotland, South Africa, United States of America and Wales.
If your country or qualification is not listed, you can still apply for this course and we will assess your eligibility.
We accept English language proficiency scores from the following tests.
| English Test | Overall | Listening | Reading | Writing | Speaking |
|---|---|---|---|---|---|
|
Pearson PTE (Academic)
Test must be taken no more than 2 years prior to the QUT course commencement date. |
58 | 50 | 50 | 50 | 50 |
|
Cambridge English Score
Test must be taken no more than 2 years prior to the QUT course commencement. You must provide your Candidate ID and Candidate Secret Number, these are printed on your Cambridge English Confirmation of Entry. |
176 | 169 | 169 | 169 | 169 |
|
IELTS Academic
Test must be taken no more than 2 years prior to the QUT course commencement date. |
6.5 | 6 | 6 | 6 | 6 |
|
TOEFL iBT
Test must be taken no more than 2 years prior to the QUT course commencement date. |
79 | 16 | 16 | 21 | 18 |
Don't have the English language score you need? We can help!
We offer English language programs to improve your English and help you gain entry to this course.
When you apply for this course, we will recommend which English course you should enrol in.
Haven't completed an English language test? We can help!
If you have not completed an English language test, you can sit the IELTS test at our IELTS test centre
Your actual fees may vary depending on which units you choose. We review fees annually, and they may be subject to increases.
2021 fees
2021: CSP $14,500 per year full-time (96 credit points)
2021 fees
2021: $31,100 per year full-time (96 credit points)
Student services and amenities fees
You may need to pay student services and amenities (SA) fees as part of your course costs.
Find out more about undergraduate course fees
HECS-HELP: loans to help you pay for your course fees
You may not have to pay anything upfront if you're eligible for a HECS-HELP loan.
You can apply for scholarships to help you with study and living costs.
The best in business
'When deciding where to study, I did a lot of research and I even called a few of my dream potential employers. They shared how QUT graduates were so prepared for the real world and had great practical skills. Once I had heard everybody’s feedback, I knew it had to be QUT.'
The best in business
'When deciding where to study, I did a lot of research and I even called a few of my dream potential employers. They shared how QUT graduates were so prepared for the real world and had great practical skills. Once I had heard everybody’s feedback, I knew it had to be QUT.'
