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MJDU-FINPL

Finance and Financial Planning

Undergraduate major

Gain broad knowledge of investments, portfolio management and corporate finance in this FASEA approved degree.

This offering version is phasing out and no longer taking applications. You may be able to apply for a later version.

Course outline
  • Qualification
    Finance and Financial Planning Double Major (BCom)
  • Credit
    450
Course outline

Select your preferred degree

This course belongs to multiple degrees. Select the single degree or double degree below to see the application deadlines.

Course outline
Finance and Financial Planning

Outline

Outline

Financial planners help people manage their financial affairs and plan their futures. They have a deep understanding of finance, relevant sections of the law, high ethical standards and excellent people skills.

In this double major, you will gain a broad knowledge of investments required to provide financial advice.

Your learning will address subjects in areas, including financial principles, financial instruments, markets, tax law, corporate finance, portfolio management, estate planning, ethics and compliance. You will also learn about the psychology behind people’s financial decisions and behaviours.

From 1 January 2019, every person entering the profession of financial planning must have completed a degree approved by FASEA, Australia’s Financial Advisor Standards and Ethics Authority. Curtin’s Finance and Financial Planning double major, which covers key bodies of knowledge identified by FASEA in considerable depth, was one of the first programs in Australia to get this approval.

This double major concludes with a unique 120-hour work placement capstone experience, where you will intern with one of the WA Chapter of the Financial Planning Association’s member organisations.

This double major sits within the Bachelor of Commerce degree. To apply for this double major, you will apply for the Bachelor of Commerce.

Please refer to the handbook for additional course overview information.

What jobs can the Finance and Financial Planning lead to?

Careers

  • Budget analyst
  • Corporate finance analyst
  • Financial manager
  • Financial planner

Industries

  • Banking
  • Brokerage
  • Consultancy
  • Government
  • Private business
  • Resources

What you'll learn

  • Refer to Course Learning Outcomes of the B-COMRCE

Professional recognition

This double major is accredited by the Financial Adviser Standards and Ethics Authority.

You may be eligible for membership of the Association of Financial Advisers, CFA Institute, Economic Society of Australia (WA branch), Financial Planning Association of Australia and the Women in Finance Network. Graduates may be eligible to apply as an Affiliate Member of the Financial Services Institute of Australasia (FINSIA).

Credit for recognised learning (CRL)

Use your experience to get credit towards your degree

Finish your course sooner with credit for your previous study or work experience.

Fees and charges

Please view the Bachelor of Commerce degree for indicative fees.

Looking for more detail on the course structure?

View course structure
Help

Help is at hand

See our frequently asked questions or get in touch with us below.


Opening hours:
Mon to Fri: 8.30am – 4.30pm, except Tues: 9.30am – 4.30pm (AWST). Closed public holidays.
  • The offering information on this website applies only to future students. Current students should refer to faculty handbooks for current or past course information.

    The information on this page may be subject to change. In particular, Curtin University may change the content, method or location of delivery or tuition fees of courses.

    While Curtin uses reasonable efforts to ensure that the information provided on this page is accurate and up to date, errors and omissions sometimes occur. Curtin makes no warranty, representation or undertaking (expressed or implied) nor does it assume any legal liability (direct or indirect) for the accuracy, completeness or usefulness of any information.

    View courses information disclaimer.

  • Curtin course code: MJDU-FINPL
  • Last updated on: 29 September 2023