Course

Bachelor of Financial Advising

UWS Course Code: 2727.2

Course Status: CONTINUING
This version of the course is available only to continuing or completing students.


Students should follow the course structure for the course version relevant to the year they commenced.  This version applies to students whose commencement year for this course is Autumn 2008 to Spring 2009.

Commencement Year 2010 (Spring) - 2727.4 Bachelor of Financial Advising

Commencement Year 2009 (Spring) - 2727.3 Bachelor of Financial Advising

Commencement Years 2006 or 2007 - 2727.1 Bachelor of Financial Advising

The Bachelor of Financial Advising is a professional degree course which is unique in its scope and coverage. The course is designed for individuals who seek specialist financial advising careers. It equips graduates with the necessary knowledge and skills and prepares them to face the challenges of working in the financial advising industry. The financial advising industry is a new and emerging area and this course will supply graduates who have undertaken a comprehensive program in one or more of the three complementary fields of accounting, taxation and financial planning. This course offers graduates the potential for diverse career paths and provides marketability in multiple areas of expertise.

Head of Program

NameEmail
Ms Sharon Taylorsharon.taylor@uws.edu.au

Accreditation
Students having completed the core units and the accounting stream units will have met the educational requirements for registration with the Tax Agents' Board. Depending upon the electives and alternates chosen, this degree satisfies the accreditation requirements of Financial Planning Association and ASIC, CPA Australia, The Institute of Chartered Accountants in Australia (ICAA), for entry into their CPA and CA programs respectively. In order to meet entry requirements to the CFP professional educational programs offered by the Financial Planning Association students will need to complete units in the financial planning stream.

Admission

UAI or mature-age entry through the Universities Admissions Centre (UAC).

HSC Mathematics and English

International applicants should contact UWS International for details on admission. Contact information for the International Office is available via the UWS website

UWS International Information

Course Structure

Qualification for this award requires the successful completion of 240 credit points including the units listed in the recommended sequence below.

Students must have no more than 100 credit points of Level 1 units and no fewer than 60 credit points of Level 3 units.

Electives within the sequence may be used towards obtaining an approved major or sub-major offered by UWS. Students requiring professional accreditation must complete units in the relevant streams as well and are advised to use their electives to do so.

Recommended Sequence

Full-time

Year 1

Autumn session

200101.2Accounting Information for Managers
200184.2Introduction to Business Law
200525.1Principles of Economics
200182.1Quantitative Techniques

Spring session

200111.1Financial Accounting Applications
200116.2Management Accounting Fundamentals
200183.2Law of Business Organisations
200270.1Financial Advisory Relationships

Year 2

Autumn session

200554.1Law of Commercial Obligations
200187.1Taxation Law
200488.2Corporate Financial Management
200536.1Intermediate Financial Accounting

Spring session

200264.1Managing Professionals

And three electives

Year 3

Autumn session

200266.1State Taxes and GST

And one of the following units:

200267.1Advanced Accounting
200271.2Financial Services Law

Students wishing to follow the Financial Planning Stream must choose Financial Services Law, unit code 200271 .

And two electives

Spring session

200627.1Financial Planning
200186.1Advanced Taxation Law

And two electives

Part-time

Year 1

Autumn session

200101.2Accounting Information for Managers
200184.2Introduction to Business Law

Spring session

200111.1Financial Accounting Applications
200116.2Management Accounting Fundamentals

Year 2

Autumn session

200525.1Principles of Economics
200182.1Quantitative Techniques

Spring session

200183.2Law of Business Organisations
200270.1Financial Advisory Relationships

Year 3

Autumn session

200554.1Law of Commercial Obligations
200488.2Corporate Financial Management

Spring session

200264.1Managing Professionals

And one elective

Year 4

Autumn session

200187.1Taxation Law
200536.1Intermediate Financial Accounting

Spring session

Two electives

Year 5

Autumn session

200266.1State Taxes and GST

Choose one of

200267.1Advanced Accounting
200271.2Financial Services Law

Students wishing to follow the Financial Planning Stream must choose Financial Services Law, unit code 200271.

Spring session

200627.1Financial Planning
200186.1Advanced Taxation Law

Year 6

Autumn session

Two electives

Spring session

Two electives

In addition to the core units previously listed, students choosing to complete the Accounting Stream or Financial Planning Stream, or streams, must include the specific units listed here under for each stream. (It should be noted the tax units required for recognition as a Tax Agent are included in the core units).

Accounting Stream

200109.3Corporate Accounting Systems
200188.1Systems Design and Audit
200267.1Advanced Accounting

And five electives

Financial Planning Stream

200265.1Personal Asset Management
200272.1Insurance Advising - Theory and Practice
200624.1Estate and Succession Planning
200569.1Retirement Planning

And four electives



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