Financial Planning

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Financial Planning

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Major (8)

For a major in Financial Planning students must successfully complete 8 courses:

CourseUsual teaching session of offerRequisites
ACC211 Business FinanceSemester 1Pre: BUS102
ACC311 Taxation Law and PracticeSemester 1Pre: BUS103 or BUS203
Anti: LAW205 or LAW206 or enrolled in Program AB311 or AB312
FIN210 Introduction to Financial PlanningSemester 1 
FIN220 Retirement and SuperannuationSemester 1 
FIN221 Insurance and Risk ManagementSemester 2Pre: FIN210
FIN310 Personal Investment ManagementSemester 1Pre: FIN210
FIN320 Tax and Estate PlanningSemester 2Pre: ACC311
FIN321 Financial Plan ConstructionSemester 2Pre: FIN210 and FIN220 and (FIN320 or FIN221)

Minor (4)

For a minor in Financial Planning, students must successfully complete 4 courses:

Select 4 courses from:

CourseUsual teaching session of offerRequisites
ACC211 Business FinanceSemester 1Pre: BUS102
ACC311 Taxation Law and PracticeSemester 1Pre: BUS103 or BUS203
Anti: LAW205 or LAW206 or enrolled in Program AB311 or AB312
FIN210 Introduction to Financial PlanningSemester 1 
FIN220 Retirement and SuperannuationSemester 1 
FIN221 Insurance and Risk ManagementSemester 2Pre: FIN210
FIN310 Personal Investment ManagementSemester 1Pre: FIN210
FIN320 Tax and Estate PlanningSemester 2Pre: ACC311
FIN321 Financial Plan ConstructionSemester 2Pre: FIN210 and FIN220 and (FIN320 or FIN221)

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