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Bachelor of Financial Services

Why study the Bachelor of Financial Services at UNE?

This course is designed to provide knowledge and skills applicable to a career in the financial services industry. In particular, the focus is on financial planning. Thus the course will give students the skills to understand and apply wealth creation principles to assist clients in achieving individual or family financial objectives through the financial planning process. The course is intended to equip students with the skills required to operate in an increasingly competitive environment.

Students will have the opportunity to learn about a variety of areas such as managing wealth, estate planning, risk management, the stock market, investment and portfolio management, modern portfolio theory, financial analysis, taxation, superannuation, mutual funds, applied economics, social benefits, insurance, selling and sales techniques, and relevant private and corporate law.

The course will: a) provide a thorough grounding in the theory of finance and financial planning; b) show the application of theory of finance and financial planning; and c) require students to apply their knowledge to real world problems and projects.

This course has been approved by the Australian Securities and Investments Commission (ASIC) and is listed on the ASIC Training Register.

The course has also been approved by the Financial Planning Association of Australia (FPA) as an 'approved degree' and allows entry to the CFP® Certification Program.

Note: Trimester 3: Off Campus Part-time Only

Career Opportunities

Financial Planner and careers associated with Wealth Management, Estate Planning, Taxation, Superannuation, Mutual Funds, Risk Management and Insurance, Capital markets, Investments, Risk and return, Diversification, Portfolio Management.

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Degree Snapshot

DURATION

3 Years Full-time
Up to 10 years Part-time

FEES

CSP
International

ATAR / OP

72.55 / 12

2013 STUDY OPTIONS

Armidale

Trimester 1, Off Campus
Trimester 1, On Campus
Trimester 2, Off Campus
Trimester 2, On Campus
Trimester 3, Off Campus

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Domestic Students

New domestic students to UNE apply to study on campus through UAC or QTAC

For more information, click here

New domestic students to UNE apply to study off campus direct to UNE

Former and current domestic UNE students apply to study on campus or off campus direct to UNE

For more information, click here

International Students

International students apply direct to UNE through International Marketing and Pathways
For more information, click here
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CRICOS Code: 072408B
Official Abbreviation BFinServ
Course Type Undergraduate
Commencing
Responsible Campus Admission Period Mode of Study
Armidale Trimester 1 Off Campus
Armidale Trimester 1 On Campus
Armidale Trimester 2 Off Campus
Armidale Trimester 2 On Campus
Armidale Trimester 3 Off Campus
Course Duration
  • 3 Years Full-time
  • Up to 10 years Part-time
2012 ATAR 72.55
2012 OP 12
Fees CSP / International
Total Credit Points 144
Benefits

Candidates who discontinue their studies in the course may be eligible to exit with the Diploma in Business on completion of 48 credit points. Such candidates who then wish to complete the Bachelor of Financial Services must re-apply for admission and will be subject to the most current rules for the course.
How to apply

New domestic students to UNE apply to study on campus through UAC or QTAC

For more information, click here

New domestic students to UNE apply to study off campus direct to UNE

Former and current domestic UNE students apply to study on campus or off campus direct to UNE

For more information, click here

International students apply direct to UNE through International Marketing and Pathways

For more information, click here

Intensive Schools

Mandatory intensive schools may be a requirement of some of the units in this course. See Unit Catalogue for specific requirements.
Entry Requirements

A candidate shall be qualified for admission (see Admission Rule Undergraduate Policy).

Assumed knowledge is any two units of English.

Recommended studies: Mathematics for some units in the economics, finance and quantitative statistics areas. Also Accounting, Economics and Business.

International students must meet the University's English language requirements.
Double Degree Opportunities

Bachelor of Financial Services/Bachelor of Laws
Advanced Standing

As specified in the Advanced Standing Policy
Academic Colours

Spectrum Orange (BCC 57)
Further Information

You can find instant answers to many of your questions or contact UNE directly via AskUNE

These Course Rules & Plans are ONLY to be used if you Commenced, Transferred or Changed Versions in the Bachelor of Financial Services in 2013.

Admission to Candidature

A candidate shall be qualified for admission (see Admission Rule Undergraduate Policy).

International students must meet the University's English language requirements.

Advanced Standing

Candidates are referred to the University Policy on Advanced Standing.

Period of Candidature

The period of candidature shall be:
(a) three years as a full-time candidate;
(b) up to ten years as a part-time candidate.

Course Requirements

To qualify for the award a candidate must pass units to the value of 144 credit points.

Program of Study

Candidates shall complete an approved program of study as outlined in the Course Schedule comprising:

Course Structure Credit Points
Core Units 126 cps
Listed Units 18 cps
Total 144 cps

To view complete Program of Study click here

Articulation Programs

To view complete Program of Study AAMC Training Group click here

To view complete Program of Study Mentor Education Group click here

Award of Degree

Candidates who meet the course requirements shall be awarded the Bachelor of Financial Services.

Exit Pathways

Candidates who discontinue their studies in the course may be eligible to exit with the Diploma in Business on completion of 48 credit points.

Improper Conduct

Candidates are referred to the Student Coursework Plagiarism and Academic Misconduct Rules.

Course Aims

This course is intended to provide the knowledge and skills applicable to a career in the financial services industry; in particular, the focus is on financial planning. Thus the course will give students the skills to understand and apply wealth creation principles to assist clients in achieving individual or family financial objectives through the financial planning process. The course is intended to equip students with the skills required to operate in an increasingly competitive environment.

Students will have the opportunity to learn about a variety of areas such as managing wealth, estate planning, risk management, the stock market, investment and portfolio management, modern portfolio theory, financial analysis, taxation, superannuation, mutual funds, applied economics, social benefits, insurance, selling and sales techniques, and relevant private and corporate law.
Learning Outcomes Upon completion of this course, students will be able to:
  1. summarise major concepts of the financial planning arena, especially the role of a financial planner and the process of financial planning;
  2. be familiar with and apply investment, portfolio and financial and insurance risk management theories and strategies in the Australian and international contexts;
  3. have a clear understanding of the Australian regulatory, legal, taxation, superannuation, estate planning, social security and wealth management framework in which financial planners operate;
  4. understand and identify taxation implications for individuals from the financial planners perspective;
  5. prepare oral and written reports and financial plans as required in the financial services area;
  6. demonstrate the ability to conduct client interviews and incorporate the gained information and financial planning components to structure a financial plan;
  7. evaluate and discuss contemporary social and ethical issues related to the financial planning sector; and
  8. demonstrate skills that will provide the foundation for lifelong learning and career development in the financial services sector: Solve problems, evaluate data, and communicate information to both clients and the wider public.
Graduate Attributes
Knowledge of a Discipline
The Bachelor of Financial Services students will develop an increased knowledge of the discipline through the learning and teaching activities associated within each unit and interaction with the unit coordinators, lecturers and tutors, including lectures, tutorials, workshops, online activities and discussion board. Students will also develop this from the assessment tasks set, especially from those outlined above: completing simulated client interviews; writing reports based on the interviews; analysing a simulated client's financial needs; preparing a risk profile; and writing a Financial Plan. Knowledge will be assessed in examinations in most units, and in the various assessment methods as outlined above.
Communication Skills
Communication skills may include written and oral assignments, essays, discussion board participation, simulated client interviews, and practical reports. In someunits, they will also present oral reports and presentations on topics or projects and students will be given some advice on how to prepare these, and they will be assessed.
Global Perspectives
Many characteristics of finance provide students with a global perspective of financial and economic considerations. Such aspects as international finance, foreign exchange, international markets, in conjunction with aspects of international economics will be covered. However, a specific regulatory requirement of this course is that it has an Australian focus.
Information Literacy
Practised through use of internet, assignment preparation, the use of the Learning Management System, etc. Students will use web-based tools, search for financial information online, and seek market and firm data online. Students are also taught how to use spreadsheets and industry applications. Students are assessed on their skills in obtaining appropriate information for the written assignments. Instructions and assistance will be provided with regard to referencing and citation using the appropriate system.
Life-Long Learning
Lifelong learning academic skills are taught and practised through assignment and examination preparation. Furthermore, students learn life skills in the area of finance and finance planning such as how to interpret communications, reports and media assertions with regard to the finance discipline. It will allow students to continue learning about the finance discipline from their own observations, reading and other media. Students will develop a range of life-long learning skills such as how to seek out new information and critically analysing such information. This course will stimulate students' intellectual curiosity and creativity.
Problem Solving
Assessments are typically focused on problem solving skills. A large part of the course is devoted to instructing students on obtaining of relevant skills in approaching problems, determining what information is necessary, seeking the required information, analysing it, and employing it properly. There is also often a focus on mathematical finance problem solving in finance units. Problem solving skills will be assessed in the written assignments and discussions.
Social Responsibility
Examples of good and bad social responsibility practices are provided in the course content. In particular, issues of corporate social responsibility and ethics are taught, practised and assessed.
Team Work
Students engage in teamwork, eg. in on-line discussions and class participation, particularly in answering tutorial questions.
 

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