University of New England (UNE), Study In AustraliaEnquire
The Bachelor of Commerce (Financial Planning) at UNE is designed to give you the real-world skills you’ll need to excel as a financial adviser. You’ll undertake learning activities that allow you to apply your knowledge in real workplace scenarios. This means you’ll graduate with skills that show off your critical thinking abilities, helping you stand out from the crowd.
The UNE Bachelor of Commerce (Financial Planning) has been submitted for accreditation to FASEA, which is currently pending.
The Bachelor of Commerce (Financial Planning) is designed for students wanting an accredited qualification (subject to accreditation approval) in financial planning. The course equips students with the knowledge and skills to apply professional and ethical judgement in the provision of financial planning advice in accordance with the FASEA Code of Ethics and the regulatory and legal obligations of the financial planning profession. Students will undertake authentic learning activities that enable them to apply discipline knowledge and ethical frameworks to client-based financial planning scenarios, simulated activities and design of financial planning documents such as statements of advice. Graduates will create a portfolio of work demonstrating their professional financial planning knowledge and skills across a range of client-based and financial services contexts. Graduates will develop their communication, inter-personal, problem-solving and decision-making skills and understanding of behavioural finance to enable the provision of professional and ethical financial planning advice to meet the needs and goals of clients. Students will be given authentic and simulated client-based financial advice scenarios to analyse data and information, and use professional and ethical knowledge and judgement to develop strategies, draft statements of advice and provide financial planning advice appropriate to the level of financial literacy of the client.
Lifelong learning is promoted in this course through reflective tasks that encourage analysis of professional experience, and appreciation of the financial planning profession as a dynamic discipline.
The students will demonstrate a comprehensive knowledge and application of key financial planning, professional ethics and regulatory and legal obligations, and the ability to apply these in various scenarios and client-based situations involving the provision of financial advice
Graduates will be able to use cognitive and communication skills, tools and digital technologies to engage in professional and ethical communication within the financial planning profession and with a range of clients and stakeholders in compliance with regulatory and legal frameworks, and in accordance with the FASEA Code of Ethics;
Apply professional and ethical standards, to be able to work independently and collaboratively within the financial planning profession and with clients and stakeholders relating to the provision of financial advice in accordance with the legal and regulatory obligations of financial advisers.