Bachelor of Applied Finance (Financial Planning)

Building upon the success of its Diploma of Financial Planning, Sydney Institute is introducing the Bachelor of Applied Finance (Financial Planning).

This career-orientated higher education program has been developed in response to industry demands for dynamic professionals who are able to provide appropriate and comprehensive financial advice, whilst adhering to the highest ethical standards.

The degree has been developed by academic professionals and industry experts to deliver global best practice financial planning practitioners. The result is a specialist degree, geared towards preparing students for the practical demands of a professional industry.

The 3 year degree offers:

• a multidisciplinary focus, whereby students develop practical skills as well as depth of knowledge of the financial planning and wider financial services industry
• an industry internship which offers an outstanding opportunity for students to put their knowledge into practice in a real financial planning company
• tuition from academic professionals and industry experts to ensure that graduates follow best practice in financial planning
• preparation for employment in the professional financial planning and funds management industries.

Additional information

• Bachelor of Applied Finance (Financial Planning) prospectus. (PDF 650 KB)
  
• TAFE NSW Higher Education.

Graduates of this program will be in a strong position to build relationships with clients, think problems through to provide solutions to clients, and integrate theoretical and practical knowledge to suit the requirements of this complex industry.

Consumers and the profession can trust that their advisor has a solid educational background, sufficient technical and practical knowledge and an ethical, professional approach that promises reliable, quality advice. This program aims to develop graduates who possess these attributes to become sought-after professionals.

Download our Bachelor of Applied Finance (Financial Planning) course brochure. (PDF 275 KB)

*Did you know that finance and insurance is the fourth largest sector in Australia’s economy? In addition, underpinning much of Australia’s financial strength is the investments funds sector, with Australia having one of the largest pools of consolidated assets under management globally. This is currently valued at about A$1.2 trillion dollars!

Graduates of this degree could be working in a variety of roles including:

• financial planner
• para-planner
• client service and administration
• business investment analyst
• superannuation
• insurance
• wealth management
• investment advisor
• client relationship manager
• financial analyst
• stockbroker.
  

^{_{*Source: Australian Bureau of Statistics, National Income, Expenditure and Product, released 2 September 2009, & Australian Trade Commission; “Strong & Sophisticated financial services sector – url www.austrade.gov.au/invest/Why-Australia/Strong-and-sphisticated-inancial service.}}

Services provided by financial planners:

• financial planning
• investment advice and management
• superannuation and self-managed superannuation advice
• retirement advice
• insurance advice
• tax advice
• financial product recommendations.

You can contact us on (02) 9217 5366 or via email Sydney.degree (AT) tafensw.edu.au.