昆士蘭科技大學

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.

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.

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.

Possible careers

Financial Advisor
Financial Planner
Investment Manager
Superannuation Advisor