Safeguard your career in the evolving field of financial planning

Financial planning is a continuously evolving field in personal finance and wealth management. The financial landscape is constantly changing with economic shifts, regulatory updates and advancements in technology. To succeed in this field, you will need to adapt to these changes and stay updated on the latest trends and strategies. With an ageing population, shifting market conditions and evolving financial needs, the demand for skilled financial planners is expected to rise significantly in the coming years.

UNE offers a range of undergraduate and postgraduate courses in financial planning which will equip you with the adaptability needed in the dynamic landscape of finance. With our expertise in preparing adults for the ever-changing workplace, choosing to study financial planning with us will provide you with practical knowledge in areas such as investment planning, retirement planning, risk management and taxation. With these skills, you can stay ahead of advancements and effectively meet the diverse financial needs of individuals and organisations.

Many UNE students prefer online study, where they join a community of experienced adults, fostering real-world connections for the future. On-campus students benefit from campus accommodation, sports facilities and support services. Whether online or on-campus, you have the flexibility to study full-time or part-time across three trimesters.

When you graduate from a financial planning course at UNE, you'll have the skills required to excel in the ever-evolving landscape of financial services, regardless of the specific area in which you choose to specialise. By choosing UNE, you’ll be studying with an industry leader in the provision of online lifelong learning. Year after year, students award us the maximum 5-star ratings for Overall Experience and Student Support in The Good Universities Guide.

Explore the financial planning courses on offer at UNE.

Courses by study level

Advances in technology such as artificial intelligence, big data and robotic accounting are creating opportunities for accountants with highly developed analytical, communication and financial skills to add value to organisations operating in…

Duration
  • 3 years full-time
  • Up to 10 years part-time
Start
  • Trimester 1 - Feb 2024
  • Trimester 2 - Jun 2024
  • Trimester 3 - Oct 2024
Mode
  • On Campus
  • Online

Accounting and law have more in common than you may think – both centre on critical thinking, problem-solving and the application of principles to the task at hand. UNE’s combined Bachelor of Accounting/Bachelor of Laws is a dual qualification that…

Duration
  • 5 years full-time
  • Up to 12 years part-time
Start
  • Trimester 2 - Jun 2024
  • Trimester 3 - Oct 2024
Mode
  • On Campus
  • Online

Demand for agribusiness professionals continues to grow as the world faces the evolving challenges of climate change, sustainability, food safety and security, and the increasing globalisation and integration of agricultural and food networks. UNE’s …

Duration
  • 3 years full-time
  • Up to 10 years part-time
Start
  • Trimester 1 - Feb 2024
  • Trimester 2 - Jun 2024
  • Trimester 3 - Oct 2024
Mode
  • Online
  • On Campus

With UNE's Bachelor of Agriculture/Bachelor of Business you will gain practical, production-oriented skills and knowledge in agriculture together with in-depth skills and knowledge in business, management and finance. You will learn to formulate …

Duration
  • 4 years full-time
  • Up to 10 years part-time
Start
  • Trimester 1 - Feb 2024
  • Trimester 2 - Jun 2024
  • Trimester 3 - Oct 2024
Mode
  • On Campus
  • Online

Workplaces value employees who have a broad range of real-world skills, and this combined degree will equip you to excel in today’s dynamic working environment. In our Bachelor of Arts/Bachelor of Business, you’ll gain business knowledge and learn…

Duration
  • 4 years full-time
  • Up to 10 years part-time
Start
  • Trimester 1 - Feb 2024
  • Trimester 2 - Jun 2024
  • Trimester 3 - Oct 2024
Mode
  • Online
  • On Campus

The UNE Bachelor of Arts/Bachelor of Laws provides you with the opportunity to combine your study of law with an area of interest drawn from a wide variety of the arts, humanities and social sciences. As a double degree for the future, it has been…

Duration
  • 5 years full-time
  • Up to 12 years part-time
Start
  • Trimester 1 - Feb 2024
  • Trimester 2 - Jun 2024
  • Trimester 3 - Oct 2024
Mode
  • Online
  • On Campus

Whether you aim to build your career in small, medium or large enterprises, or launch a business of your own, you must learn to identify opportunities, rise to challenges and adapt to change. Our Bachelor of Business is uniquely positioned to help…

Duration
  • 3 years full-time
  • Up to 10 years part-time
Start
  • Trimester 1 - Feb 2024
  • Trimester 2 - Jun 2024
  • Trimester 3 - Oct 2024
Mode
  • Online
  • On Campus

Business and economics make a powerful combination. Graduates with skills in both disciplines are highly sought after for a range of roles in business, government and non-profit organisations. Studying the combined Bachelor of Business/Bachelor of…

Duration
  • 4 years full-time
  • Up to 10 years part-time
Start
  • Trimester 1 - Feb 2024
  • Trimester 2 - Jun 2024
  • Trimester 3 - Oct 2024
Mode
  • Online
  • On Campus

With commercial innovation and technological disruption on the rise, the UNE Bachelor of Business/Bachelor of Laws will open the door to a wide range of legal and business career opportunities. This double degree gives you a solid foundation in…

Duration
  • 5 years full-time
  • Up to 12 years part-time
Start
  • Trimester 1 - Feb 2024
  • Trimester 2 - Jun 2024
  • Trimester 3 - Oct 2024
Mode
  • Online
  • On Campus

Accountants perform an essential role in just about every organisation around the world. As technology and business environments change, companies, governments and non-profits need skilled professionals to guide them in making financial and…

Duration
  • Up to 2 years part-time
Start
  • Trimester 1 - Feb 2024
  • Trimester 2 - Jun 2024
  • Trimester 3 - Oct 2024
Mode
  • Online

Adapt to an evolving workplace and open the door to new career opportunities with UNE's Graduate Certificate in Professional Practice. Whether you want to create more career choices, hone your specialist skills, or take a new…

Duration
  • 0.5 years full-time
  • 2 years part-time
Start
  • Trimester 1 - Feb 2024
  • Trimester 2 - Jun 2024
  • Trimester 3 - Oct 2024
Mode
  • Online

With Australia’s ageing population and the emergence of the Great Wealth Transfer, there is an increasing demand for professionals with expertise in transition and succession planning. A complex process that requires specialist knowledge, transition …

Duration
  • 1 trimester full-time
  • Up to 2 years part-time
Start
  • Trimester 1 - Feb 2024
  • Trimester 3 - Oct 2024
Mode
  • Online

Accounting is at the centre of business and finance, from tracking the flow of money to analysing financial activities. All organisations need professionals with advanced skills in analysing financial data, interpreting information, and…

Duration
  • 1 year full-time
  • Up to 4 years part-time
Start
  • Trimester 1 - Feb 2024
  • Trimester 2 - Jun 2024
  • Trimester 3 - Oct 2024
Mode
  • Online

Design a bespoke course and prepare for a rapidly evolving workplace with the UNE Graduate Diploma in Professional Practice. Whether you want to advance your career, hone your skills or embark on a new career direction, we'll work …

Duration
  • 1 year full-time
  • Up to 4 years part-time
Start
  • Trimester 1 - Feb 2024
  • Trimester 2 - Jun 2024
  • Trimester 3 - Oct 2024
Mode
  • Online

Create a niche specialisation in helping clients to safeguard their assets and interests and plan for leadership and ownership transitions with UNE’s Graduate Diploma in Transition and Succession Planning. As our population ages, there is an…

Duration
  • 0.5 or 1 year full-time
  • Up to 4 years part-time
Start
  • Trimester 1 - Feb 2024
  • Trimester 3 - Oct 2024
Mode
  • Online

Organisations of all kinds and sizes, in Australia and internationally, are facing dramatic changes to their operating environments, technology and finances. They need professionals who are equipped with the expertise to help them make informed…

Duration
  • 1.5 or 2 years full-time
  • Up to 6 years part-time
Start
  • Trimester 1 - Feb 2024
  • Trimester 2 - Jun 2024
  • Trimester 3 - Oct 2024
Mode
  • On Campus
  • Online

A Doctor of Philosophy is the pinnacle of academic study. Using rigorous and systematic research, combined with critical analysis, you will add to society's understanding of complex issues at the cutting-edge of your discipline or profession.…

Duration
  • 4 years full-time
  • 8 years part-time
Start
  • Research Period 1
  • Research Period 2
Mode
  • On Campus
  • Online

High quality research and analysis allows us to better understand the complex issues we face in industry and society. With UNE's Master of Philosophy by research, your original findings and insights will add to the body of knowledge and inform…

Duration
  • 2 years full-time
  • Up to 4 years part-time
Start
  • Research Period 1
  • Research Period 2
Mode
  • On Campus
  • Online

If you are enrolled at another university, you can choose to study subjects at UNE that will count towards your course. Apply as a cross institutional student directly and complete one or several individual subjects (units) from the full scope of…

Duration
  • 1 trimester full-time
  • 1 trimester part-time
Start
  • Trimester 1 - Feb 2024
  • Trimester 2 - Jun 2024
  • Trimester 3 - Oct 2024
Mode
  • Online
  • On Campus
Non-Award

The world is full of possibilities, with so much to discover and learn. There are endless opportunities to enrich your knowledge to prepare for the future, but what if you don’t want to undertake a full degree? And how can you zero-in on the…

Duration
  • 1 trimester full-time
  • 1 trimester part-time
Start
  • Trimester 1 - Feb 2024
  • Trimester 2 - Jun 2024
  • Trimester 3 - Oct 2024
Mode
  • Online
  • On Campus
  • Bespoke Graduate Certificate: design your own  4 unit postgraduate course and have your work experience recognised in the process.
  • ‘Fundamental’ Bespoke Course: choose two, three or four  fundamental units from a traditional degree. If you are planning a new direction, or adding a new set of skills to your portfolio, you may want to start with this option. These units provide a foundation, or a ‘base camp’, to return to if you want to later progress to a full degree.
  • ‘Advanced’ Bespoke Course: choose two, three or four  advanced units from a full degree. This is a great strategy for staying current in your field, or advancing your knowledge.
  • ‘Critical Content’ Bespoke Course: choose two, three or four units any of the available units in a degree to create a  Critical Content Bespoke Course. This option lets you get the knowledge you need without the time and cost of a full degree.
  • ‘Mix and Match’ Bespoke Course: combine two, three or four units from different degrees and disciplines to design your  mix and match Bespoke Course. This option lets you diversify your knowledge.

What our students say

Close up of Blake Larter, UNE graduate

I cannot emphasise enough how desirable I was with the level of expertise I had as a UNE graduate.

Blake Larter

Find the right major or specialisation for your studies in Financial Planning

A career in financial planning offers immense benefits, providing the opportunity to shape the financial future of individuals and businesses. With rising demand for financial expertise, a growing population, and an evolving industry landscape, secure your future in financial planning with UNE.

Filter by:
Showing 17 of 7 results
Accounting
  • Undergraduate
  • Bachelor Honours
  • Postgraduate
  • Major
  • Minor
  • Specialisation
  • Teaching Area
  • Specialist Course
Prepare for the future of accounting by building a versatile skillset in finance, auditing and advisory. At UNE we'll help you meet the demands of an increasingly complex business environment where professionals who can communicate technical…

Prepare for the future of accounting by building a versatile skillset in finance, auditing and advisory. At UNE we'll help you meet the demands of an increasingly complex business environment where professionals who can communicate technical information to non-financial stakeholders will excel.

Courses Type Level of Study
Bachelor of Accounting Specialist Course Undergraduate
Bachelor of Agribusiness Major Undergraduate
Bachelor of Agriculture/Bachelor of Business Major Undergraduate
Bachelor of Business Major Undergraduate
Bachelor of Business/Bachelor of Economics Major Undergraduate
Bachelor of Business/Bachelor of Laws Major Undergraduate
Master of Professional Accounting Specialist Course Postgraduate
Graduate Diploma in Accounting Specialist Course Postgraduate
Graduate Certificate in Accounting Specialist Course Postgraduate
Advanced Accounting
  • Undergraduate
  • Bachelor Honours
  • Postgraduate
  • Major
  • Minor
  • Specialisation
  • Teaching Area
  • Specialist Course
Benefit from UNE's expert accounting academics and develop the skills in finance, auditing and critical thinking to succeed in the rapidly changing world of business and finance. Be future-fit for industry-wide changes in technology, data…

Benefit from UNE's expert accounting academics and develop the skills in finance, auditing and critical thinking to succeed in the rapidly changing world of business and finance. Be future-fit for industry-wide changes in technology, data analytics and reporting.

Courses Type Level of Study
Bachelor of Accounting Major Undergraduate
Agribusiness
  • Undergraduate
  • Bachelor Honours
  • Postgraduate
  • Major
  • Minor
  • Specialisation
  • Teaching Area
  • Specialist Course
UNE's established agriculture experts will help you develop the financial, business management and practical rural science skills to succeed in the rapidly changing world of agribusiness that is forecast to see technological and scientific…

UNE's established agriculture experts will help you develop the financial, business management and practical rural science skills to succeed in the rapidly changing world of agribusiness that is forecast to see technological and scientific advances worldwide.

Courses Type Level of Study
Bachelor of Accounting Major Undergraduate
Bachelor of Agribusiness Specialist Course Undergraduate
Bachelor of Agriculture/Bachelor of Business Major Undergraduate
Bachelor of Arts/Bachelor of Business Major Undergraduate
Bachelor of Business Major Undergraduate
Bachelor of Business/Bachelor of Economics Major Undergraduate
Bachelor of Business/Bachelor of Laws Major Undergraduate
Bachelor of Agribusiness with Honours Specialist Course Bachelor Honours
Master of Business Administration (International) Minor Postgraduate
Graduate Certificate in Agribusiness Specialist Course Postgraduate
Business
  • Undergraduate
  • Bachelor Honours
  • Postgraduate
  • Major
  • Minor
  • Specialisation
  • Teaching Area
  • Specialist Course
Prepare for the future of business with UNE's highly regarded experts. Develop the critical thinking, problem solving and decision making skills to secure your role in the rapidly changing local and global economy that is forecast to see changes …

Prepare for the future of business with UNE's highly regarded experts. Develop the critical thinking, problem solving and decision making skills to secure your role in the rapidly changing local and global economy that is forecast to see changes to marketing, tech and the workforce.

Courses Type Level of Study
Bachelor of Agriculture Minor Undergraduate
Bachelor of Animal Science Minor Undergraduate
Bachelor of Arts/Bachelor of Business Specialist Course Undergraduate
Bachelor of Business Specialist Course Undergraduate
Bachelor of Business/Bachelor of Economics Specialist Course Undergraduate
Bachelor of Business/Bachelor of Laws Specialist Course Undergraduate
Bachelor of Rural Science Minor Undergraduate
Bachelor of Science Minor Undergraduate
Master of Business Administration Specialist Course Postgraduate
Master of Business Administration (Data and Cyber Management) Specialist Course Postgraduate
Graduate Diploma in Neuroscience and Business Specialist Course Postgraduate
Graduate Certificate in Business Specialist Course Postgraduate
Graduate Certificate in Neuroscience and Business Specialist Course Postgraduate
Diploma in Business Specialist Course Undergraduate
Business Analysis and Transformation
  • Undergraduate
  • Bachelor Honours
  • Postgraduate
  • Major
  • Minor
  • Specialisation
  • Teaching Area
  • Specialist Course
Prepare for the future of accounting by building your analytical and problem-solving skills with UNE's business school experts. Future-fit yourself for a successful career in a rapidly changing global economy that is forecast to see many…

Prepare for the future of accounting by building your analytical and problem-solving skills with UNE's business school experts. Future-fit yourself for a successful career in a rapidly changing global economy that is forecast to see many advancements in technology and practice in coming years.

Courses Type Level of Study
Bachelor of Accounting Major Undergraduate
Finance
  • Undergraduate
  • Bachelor Honours
  • Postgraduate
  • Major
  • Minor
  • Specialisation
  • Teaching Area
  • Specialist Course
The experts at UNE will help you develop the skills you'll need to engage in the rapidly changing field of finance. Become adept in the use of fintech (financial technology) and hone your analysis, problem solving, and communication skills to…

The experts at UNE will help you develop the skills you'll need to engage in the rapidly changing field of finance. Become adept in the use of fintech (financial technology) and hone your analysis, problem solving, and communication skills to safeguard your career in a dynamic fast-paced industry.

Courses Type Level of Study
Bachelor of Accounting Major Undergraduate
Bachelor of Agribusiness Major Undergraduate
Bachelor of Arts/Bachelor of Business Major Undergraduate
Bachelor of Business Major Undergraduate
Bachelor of Business/Bachelor of Economics Major Undergraduate
Bachelor of Business/Bachelor of Laws Major Undergraduate
Master of Business Administration (International) Minor Postgraduate
Sustainable Organisations
  • Undergraduate
  • Bachelor Honours
  • Postgraduate
  • Major
  • Minor
  • Specialisation
  • Teaching Area
  • Specialist Course
Sustainability is now at the forefront of most industries and organisations. UNE will provide you with skills highly sought after by employers, such as sustainable development, green marketing, and sustainable financial management, ready for an…

Sustainability is now at the forefront of most industries and organisations. UNE will provide you with skills highly sought after by employers, such as sustainable development, green marketing, and sustainable financial management, ready for an adaptable and dynamic career.

Courses Type Level of Study
Master of Business Administration (International) Minor Postgraduate
  • 1

Why study with us?

5 stars
For Overall Experience and Teaching Quality
Good Universities Guide 2024
Australian Universities
No. 1
For Undergraduate Student Support
Good Universities Guide 2024
Public NSW Universities
No. 1
For Postgraduate Student Experience
QILT Student Experience Survey
NSW Universities

Careers in Financial Planning

A successful career in financial planning requires a strong foundation in finance, critical analytical thinking abilities and the ability to collaborate effectively with clients and financial professionals. With UNE's comprehensive offerings, you can develop the expertise needed to thrive in the dynamic world of financial planning and seize opportunities.

  • Financial advisor
    Provide financial advice and create tailored plans to help individuals and businesses achieve their financial goals.
  • Wealth manager
    Manage and grow clients' investment portfolios, providing financial guidance and wealth management strategies.
  • Investment analyst
    Research and analyse investment opportunities, provide recommendations and monitor portfolio performance.
  • Risk manager
    Identify and assess potential risks and develop management strategies to mitigate financial risks for individuals or organisations.
  • Insurance underwriter
    Evaluate insurance applications, assess risks and determine appropriate coverage and rates.
  • Compliance officer
    Ensure compliance financial regulations and industry standards and implement risk management procedures.
  • Estate planner
    Assist individuals with estate planning, including wills, trusts, and inheritance strategies.
  • Retirement planner
    Help individuals plan for retirement by assessing financial resources, projecting future needs and developing retirement income strategies.

A five-star experience

2024 Overall Experience Good University Logo

Five Stars,
18 Years in a Row

UNE is the only public uni in Australia awarded 18 straight years of five stars for Overall Experience

Good Universities Guide 2007-2024
2024 Student Experience Good University Logo

No.1 in NSW for
Student Experience

QILT (government-endorsed) ranks UNE as the top public NSW uni for Student Experience

QILT Student Experience Survey
2024 Teaching Quality Good University Logo

Five Stars for
Teaching Quality

UNE rates among the top 20 per cent of universities in Australia for Teaching Quality

Good Universities Guide 2024

What happens next?

laptop icon
1. Decide on your course

Got any questions about a course you would like to study? Don’t hesitate to contact us, our Future Student team is standing by to help.

pencil icon
2. Apply

2024 applications are now open. The application process only takes 20 minutes to complete. Don’t delay, apply now!

form icon
3. Receive an offer, enrol and start studying

Your start date is based on the study period you choose to apply for.