Bachelor of Business (Financial Planning)

Hawthorn

 

INTAKE: Mar & Jul

Program Overview

Swinburne University of Technology's Bachelor of Business (Financial Planning) program is designed to prepare students for careers in financial planning and wealth management. The program equips students with the knowledge and skills to provide comprehensive financial advice, manage investments, and assist clients in achieving their financial goals. It emphasizes ethical practices, regulatory compliance, and practical application of financial planning principles.

Curriculum: The curriculum combines core business subjects with specialized courses in financial planning. Key topics include Financial Markets and Institutions, Investment Planning, Retirement Planning, Estate Planning, Taxation, and Superannuation. Students also learn about regulatory frameworks, ethical standards, and client relationship management in financial planning practices.

Research Focus: Swinburne University emphasizes a research-oriented approach within its financial planning program. Faculty members conduct research in areas such as retirement income strategies, behavioral finance, financial risk management, and financial decision-making processes. Students benefit from exposure to current research findings and methodologies that enhance their understanding of complex financial planning issues.

Industry Engagement: The university fosters strong connections with industry partners, offering students opportunities for internships, industry placements, and guest lectures by financial planning professionals. These engagements provide practical experience, networking opportunities, and insights into industry trends and best practices. Students develop practical skills and build professional networks that support their career development in financial planning.

Global Perspective: Swinburne University promotes a global perspective through international study programs, exchange opportunities, and collaborations with international financial institutions. Students gain insights into global financial markets, regulatory frameworks, and cultural considerations in financial planning. This exposure prepares graduates to serve diverse client needs and navigate global financial landscapes effectively.

Pollster Education

Location

Hawthorn

Pollster Education

Score

IELTS 6

Pollster Education

Tuition Fee

AUD 36900

Undergraduate Entry Requirements

Academic Qualifications: Applicants for undergraduate programs typically require a minimum academic achievement of 65% or above in their previous academic qualifications.

English Language Proficiency:

  • IELTS: Overall band score of 6.0 or 6.5 with a minimum of 6.0 in each component.
  • TOEFL: Overall score of 79 with a minimum of 20 in each section.
  • PTE (Pearson Test of English): Overall score of 58 with a minimum of 50 in each section.

Students must provide:

  • academic marksheets & transcripts
  • letters of recommendation
  • a personal statement - SOP
  • passport
  • other supporting documents as required by the university.

It's important to note that entry requirements can vary by program and may change over time. Additionally, some programs may have additional requirements, such as interviews, portfolios, or work experience.

Swinburne University offers a range of scholarships designed to assist international students in achieving their educational goals. These scholarships are awarded based on various criteria, including academic merit, financial need, and specific areas of study. 

Swinburne International Excellence Scholarship: This merit-based scholarship recognizes outstanding academic achievements. It provides financial support to high-achieving international students pursuing undergraduate or postgraduate degrees.

Swinburne Sports Excellence Scholarship: Aimed at supporting talented athletes, this scholarship assists international students who excel in sports while pursuing their academic studies at Swinburne.

Swinburne Student Achievement Award: Recognizing not only academic achievements but also contributions to the community, this scholarship provides financial support and acknowledges a holistic approach to personal growth and success.

Government Scholarships: Swinburne University collaborates with various governments and organizations worldwide to provide scholarships and sponsorships for international students from specific countries. These opportunities vary by nation and are offered in conjunction with external partners.

Graduates of Swinburne University of Technology's Bachelor of Business (Financial Planning) program are equipped with the knowledge and skills to pursue diverse career opportunities in the financial planning and wealth management sectors. The program prepares students to provide holistic financial advice, manage investments, and assist clients in achieving their financial goals. 

Financial Advisor: Financial advisors work with individuals and businesses to assess financial goals, develop personalized financial plans, and provide guidance on investments, retirement planning, insurance, and tax strategies. They analyze clients' financial situations, recommend suitable financial products, and monitor portfolio performance to help clients achieve financial security.

Wealth Manager: Wealth managers oversee and manage the financial portfolios of high-net-worth individuals, families, or institutions. They develop customized investment strategies, monitor investment performance, and provide comprehensive financial planning services to preserve and grow clients' wealth over time.

Retirement Planner: Retirement planners specialize in helping individuals and couples plan for their retirement years. They assess retirement income needs, recommend retirement savings strategies, and advise on pension plans, superannuation funds, and other retirement savings vehicles to ensure clients achieve their retirement goals.

Investment Consultant: Investment consultants provide expert advice on investment opportunities, asset allocation, and portfolio management strategies to individual and institutional clients. They conduct market research, evaluate investment risks and returns, and make recommendations to optimize clients' investment portfolios and achieve financial objectives.

Estate Planner: Estate planners assist clients in planning the distribution of their assets and wealth after death. They provide advice on wills, trusts, estate taxes, and charitable donations to ensure clients' wishes are carried out and minimize tax liabilities for beneficiaries.

Insurance Advisor: Insurance advisors specialize in assessing clients' insurance needs and recommending suitable insurance products, such as life insurance, health insurance, and income protection insurance. They help clients understand policy terms, coverage options, and premiums to protect against financial risks and uncertainties.

Financial Analyst: Financial analysts analyze financial data, conduct market research, and evaluate investment opportunities for corporations, financial institutions, or investment firms. They prepare financial reports, assess company performance, and make recommendations on mergers, acquisitions, or investment strategies to support financial decision-making.

Superannuation Consultant: Superannuation consultants advise clients on superannuation funds, retirement savings plans, and compliance with superannuation regulations. They help clients maximize contributions, choose appropriate investment options, and plan for retirement income to achieve long-term financial security.

Client Relationship Manager: Client relationship managers build and maintain relationships with clients, ensuring their financial needs are met and addressing any concerns or queries. They collaborate with financial advisors, coordinate client meetings, and provide ongoing support to enhance client satisfaction and loyalty.

Financial Educator: Financial educators work in educational institutions, nonprofit organizations, or financial planning firms to educate individuals and groups on financial literacy topics. They develop curriculum, conduct workshops, and provide resources to improve financial knowledge and empower individuals to make informed financial decisions.


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