University of Adelaide
3 years full-time
Master the skills to become a modern financial planner with this industry-developed degree combining business fundamentals and specialized financial planning expertise. Perfect for those passionate about helping individuals and businesses manage wealth, tax, and financial risk through sound financial advice.
To be eligible for this program, you must have completed secondary education equivalent to the South Australian Certificate of Education (SACE), or a Certificate IV or higher from a registered training organization, or at least 6 months full-time study in a higher education program. International students must demonstrate English language proficiency with an IELTS score of 6.5 overall (with minimum 6.0 in each component) or equivalent qualification. Specific entry requirements vary by country of residence. No prerequisites or assumed knowledge is required.
Year 1 focuses on business fundamentals including Accounting for Decision Makers, Business Finance, Principles of Economics, Data Analytics, Management and Leadership, and Introduction to Financial Planning. Year 2 introduces specialized financial planning topics: Superannuation, Risk Management and Insurance, Regulations/Ethics and Financial Advice, Predictive and Visual Analytics, and Business Law. Year 3 covers advanced topics including Portfolio Theory and Management, Estate Planning, Taxation Law, and Applied Financial Planning, plus a Business Clinic work-integrated learning component. Throughout the program, you'll also complete common core courses on ethics, data literacy, and responsible AI, with flexibility to choose electives in areas like cryptocurrency, alternative investments, venture capital, and real estate.
University of Adelaide offers a degree developed in close consultation with industry professionals, ensuring curriculum relevance and contemporary practice. The program provides access to cutting-edge technology including simulated financial trading environments used by leading banks and investment firms. With experienced academics specializing in financial planning, the university combines strong theoretical foundations with practical, real-world experience through industry placements and work-integrated learning opportunities.
Graduates are qualified for rewarding careers in financial institutions, investment banks, superannuation funds, insurance companies, and financial advisory firms. Career opportunities include Financial Planner/Adviser, Superannuation Consultant, Insurance Broker, Client Relationship Manager, Estate Planner, Investment Adviser, and Wealth Manager. With 40% of finance roles expected to be new or significantly reshaped by finance technology by 2025, graduates with knowledge of digital tools in finance will have a competitive advantage in the evolving financial services industry.
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