Sorry, this program is not available for local students.
Please contact Info Corner to discuss other study options.
Sorry, this program is not available for international students intending to study on a student visa.
If you hold a different visa type, you may be eligible. Please contact us for more information.
Melbourne City or online via OUA
In this program you will develop the knowledge, adaptable analytical skills and financial decision-making abilities required to work as a professional financial planner and in the finance sector.
The program is designed to equip you with the financial planning skills required to provide professional advice in a range of areas and relating to personal planning, taxation, estate planning, superannuation, insurance and investment planning.
Financial planners are increasingly working together in a wide range of areas to provide financial advice in existing business models but in this program you will also develop the skills required to provide service that adds clear value for clients.
While the main aim of this new program is to develop core skills to achieve a financial planner license, you will also learn about the changing regulatory and legal environment in Australia.
Classes will mostly be delivered in RMIT's Swanston Academic Building which features innovative learning spaces interspersed with retail and social spaces resulting in a stimulating environment for students.
RMIT offers a variety of learning and teaching approaches including lectures, tutorials, class presentations and student-led discussions, role plays, case study analysis and participating in managing a company in a computer-based business simulation.
Through RMIT University’s online learning portal, myRMIT, you will be able to view online resources and learning activities created by lecturers, access course materials via Blackboard, collaborate with lecturers and fellow students, and access your student email account. Educational software, the Learning Hub, resources and printers are accessible on campus via the RMIT wireless network using your own laptop, tablet or smart phone or via computer facilities on-campus. You will be able to access the same software from home using myDesktop.
Find out more about student computing at RMIT.
Assessment throughout the semester may include examinations, in-class tests, essays, reports, individual and group research projects.
This program is also offered through Open Universities Australia (OUA). To study in online mode, please apply through OUA.
As part of the program you will undertake specialist financial planning work-integrated learning courses like Superannuation and Retirement. This course, and others, provide a comprehensive study of processes, regulatory frameworks and taxation issues and are listed on the ASIC Register of Compliant Training as meeting the requirements for superannuation specialist knowledge under Regulatory Guide 146. Superannuation and Retirement. Is also worth 15 Continuing Professional Development (CPD) points for membership of professional bodies such as the Financial Planning Association.
In addition, the final year course Financial Advisory Practice requires you to demonstrate your accumulated knowledge from the program by preparing, presenting, implementing and reviewing a personal financial plan for a client. You will also explore practical issues in relation to the financial planning industry in general, and practice management specifically.
In undertaking these courses you will interact and receive feedback from industry and/or community, clients and/or practitioners.
Other work-connected and industry-relevant options include:
- Working in a student team as part of the Fastrack Innovation Program. In this elective course you will work with mentors to develop and present a solution to a real problem. This form of fast-prototyping is designed to tap into fresh thinking from RMIT students.
- Business Internship electives where you take up a position for one or two days per week for one semester. These positions are normally unpaid and are designed to develop your soft skills and increase your overall employability upon graduation. The placement must be self-sourced.
Not all options may be available to OUA students.
RMIT University is committed to providing you with an education that strongly links formal learning with professional or vocational practice.
Graduates will be equipped with the knowledge and technical skills to provide professional advice relating to financial markets, investments, superannuation, retirement planning and insurance in diverse organisations.
As a financial planning professional you will be able to occupy roles in stockbroking, funds management, insurance and risk, superannuation, and in other private sector or government organisations which have a requirement for high level, technical expertise in the financial planning area.
Job titles may include:
- Investment advisor
- Fund manager
- Risk analyst
- Wealth management officer
- Insurance broker
- Investment banker
- Superannuation specialist
- Personal financial advisor
- Financial analyst.
Professional recognition and accreditation
The Bachelor of Business (Financial Planning) is accredited by the Financial Planning Association of Australia (FPA).
You must complete Business Finance (BAFI1008) and Taxation 1 (LAW2453) in order to meet the Financial Planning Association of Australia professional accreditation requirements and, therefore, to be eligible for membership of FPA, as well as to ensure compliance with RG146. These two courses are also available through the Financial Planning and Taxation Minor (PDF 183 KB), which is strongly recommended for the Bachelor of Business (Financial Planning) students.
Students and graduates of the program are eligible to apply for membership of FPA.
Graduates are eligible to enrol in the Financial Planning Association of Australia CFP Certification Program.
Completing a global mobility program can help you to stand out in the job market.
In most cases you can gain credit points towards your studies while experiencing another culture and teaching style overseas.
Global mobility options available for this program include:
- Study tours
- First Year Study Tour
- Student exchange
- RMIT International Industry Experience and Research Program (RIIERP)
- Global Entrepreneurship and Internship Program (GEIP).
Find out more about international opportunities in the College of Business.