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Study online with University of South Australia through Open Universities Australia. Explore all degrees, subjects and short courses now.

UniSA Online&#39;s Financial Planning degree is approved by the Financial Adviser Standards and Ethics Authority (FASEA) and will equip you with the essential educational requirements to practice as a financial planner under new Australian regulations.
From superannuation and tax to estate planning and risk management, this degree prepares you to navigate the complex financial planning landscape and will help you develop critical skills to work with a range of clients with short and long-term financial goals.
As one of the leading providers of accounting and finance education in Australia, you can be confident you’re gaining a high-quality university degree that equips you with in-demand knowledge and skills the financial planning industry is telling us they need.
Graduates will also meet the relevant RG146 compliance requirement of the Australian Securities and Investments Commission, and be eligible for membership of the Financial Planning Association of Australia’s Certified Financial Planner® Certification Program.

Begin with the foundations before moving into specialisations that will see you soar. Nail budgeting, financial planning, investments, tax and more as you create a toolkit that will offer you opportunities as an advisor, manager, broker and beyond.

Bachelor of Business (Financial Planning)

Business Finance

Personal Finance

Introduction to Financial Planning

Financial Planning 1

Financial Planning

Superannuation

Estate Planning

Advanced Estate Planning

Applied Financial Planning

Risk Management and Insurance

Develop the skills required to make sound investment and financing decisions – either for yourself or for a business. You’ll cover topics such as bonds and shares, capital budgeting, cash flow and valuation, and interest rate principles. Although a significant component of the course involves working with numbers, you do not need a high level of mathematics and statistics skills. However, you are expected to be proficient with Microsoft Excel. UniSA Online’s 10-week short courses give you the flexibility to upskill in a certain area, stay current with developments in your field, diversify your knowledge, or even explore a new direction in your career – without having to commit to the time and cost of a full university degree.  This is a second-year course from UniSA Online’s Financial Planning degree. When studying this course as a &quot;single subject&quot;, prior knowledge from ACCT 1011, MATH 1075 or equivalent will support your success.Delivered 100% online, you’ll be able to study where and when it suits you. Access online academic and student support seven days a week, fit study around work and life commitments, view learning resources 24/7, and log in to the interactive online environment anywhere, any time and on any device. Should your course have an exam it will be scheduled for Australian Central Standard Time or Australian Central Daylight Time, depending on the time of the year.

Bring your Excel skills to this course on investing. You’ll look into topics including shares, interest rates, and more. Learn to evaluate investment decisions and expand your financial planning toolkit.

Personal Finance focuses on the idea of personal financial planning as a process; one that evolves over time to improve personal financial outcomes as you progress through different stages in your life. This course takes a holistic examination of the financial decisions we all face on a daily basis. You’ll explore personal budgeting decisions, income tax obligations, insurance cover, loans and other forms of consumer debt, and investment decisions. You’ll gain hands-on experience using a set of financial tools that deal with current and future personal cash flows; budgeting, forecasting and planning; borrowing decisions; calculating the effective cost of debt alternatives; and investment and portfolio decisions. UniSA Online’s 10-week short courses give you the flexibility to upskill in a certain area, stay current with developments in your field, diversify your knowledge, or even explore a new direction in your career – without having to commit to the time and cost of a full university degree. This is a first-year course from UniSA Online’s Bachelor of Business (Financial Planning) degree.Delivered 100% online, you’ll be able to study where and when it suits you. Access online academic and student support seven days a week, fit study around work and life commitments, view learning resources 24/7, and log in to the interactive online environment anywhere, any time and on any device.Should your course have an exam it will be scheduled for Australian Central Standard Time or Australian Central Daylight Time, depending on the time of the year.

Take control of your personal finances. Cover statements, budgeting, taxes, insurance, and even how to make decisions in borrowing, investments and credit. Get hands-on experience with financial tools to manage your wealth. 

Effective estate planning requires a sound knowledge of certain legal principles related to what constitutes a client&#39;s legal estate as well as an intimate understanding of the client&#39;s objectives and succession aims. Explore the laws governing estate planning in Australia, the estate planning process, and the regulatory environment you’ll be operating in. You’ll cover a broad range of topics such as the role of trusts, social security implications, declining capacity and aged care, claims on the estate, and endurance of client capital. UniSA Online’s 10-week short courses give you the flexibility to upskill in a certain area, stay current with developments in your field, diversify your knowledge, or even explore a new direction in your career – without having to commit to the time and cost of a full university degree.  This is a third-year course from UniSA Online’s Bachelor of Business (Financial Planning degree). When studying this course as a &quot;single subject&quot;, prior knowledge from COML 2020, BANK 2011 or equivalent will support your success.Delivered 100% online, you’ll be able to study where and when it suits you. Access online academic and student support seven days a week, fit study around work and life commitments, view learning resources 24/7, and log in to the interactive online environment anywhere, any time and on any device. Should your course have an exam it will be scheduled for Australian Central Standard Time or Australian Central Daylight Time, depending on the time of the year.

Superannuation advice and strategies are a fundamental component of most financial plans in Australia. Clients are often bewildered by superannuation laws, taxes and strategies. Mastering your understanding of superannuation will enable you to explain these concepts to your clients – this is a key component of your success as a financial adviser. This course will provide you with a comprehensive overview of the role of the superannuation system, the regulation of superannuation funds, how superannuation is taxed, contribution types, self-managed superannuation funds, preservation of benefits and conditions of release, types of benefits, retirement strategies, and superannuation death benefits. UniSA Online’s 10-week short courses give you the flexibility to up-skill in a certain area, stay current with developments in your field, diversify your knowledge, or even explore a new direction in your career – without having to commit to the time and cost of a full university degree.  This is a third-year course from UniSA Online’s Bachelor of Business (Financial Planning) degree. When studying this course as a &quot;single subject&quot;, prior knowledge from COML 2020, BANK 2011 or equivalent will support your success.Delivered 100% online, you’ll be able to study where and when it suits you. Access online academic and student support seven days a week, fit study around work and life commitments, view learning resources 24/7, and log in to the interactive online environment anywhere, any time and on any device. Should your course have an exam it will be scheduled for Australian Central Standard Time or Australian Central Daylight Time, depending on the time of the year.

Investigate the role insurance plays in the financial planning process. Study risk management and learn how it may reduce the financial impact which may result from catastrophic events. Both risk management and insurance are complex topics that span a broad set of concepts, ideas, theory, and practical applications.  The focus of this course will be on defining risk, identifying risks that are insurable, and outlining the most appropriate forms of insurance for any given set of insurable risks. Learn about the relevant laws and regulations that dictate both the form and preparation of financial advice on insurance products. UniSA Online’s 10-week short courses give you the flexibility to up-skill in a certain area, stay current with developments in your field, diversify your knowledge, or even explore a new direction in your career – without having to commit to the time and cost of a full university degree.  This is a third-year course from UniSA Online’s Bachelor of Business (Financial Planning degree). When studying this course as a &quot;single subject&quot;, prior knowledge from COML 2020, BANK 2011 or equivalent will support your success.Delivered 100% online, you’ll be able to study where and when it suits you. Access online academic and student support seven days a week, fit study around work and life commitments, view learning resources 24/7, and log in to the interactive online environment anywhere, any time and on any device. Should your course have an exam it will be scheduled for Australian Central Standard Time or Australian Central Daylight Time, depending on the time of the year.

A corporation’s accountability extends beyond financial disclosures to shareholders – it has responsibilities that are much broader than merely generating shareholder wealth. Stakeholders are groups that are affected by and can affect corporations. Sustainability Accounting and Reporting is a mechanism used by corporations to keep them accountable to stakeholders when it comes to their social and environmental impacts. In this course, you’ll cover fundamental concepts of corporate sustainability and will explore how sustainable development issues influence company accounting and reporting practices. You’ll also learn contemporary approaches and techniques to account for a company’s social, economic, and environmental impacts. UniSA Online’s 10-week short courses give you the flexibility to up-skill in a certain area, stay current with developments in your field, diversify your knowledge, or even explore a new direction in your career – without having to commit to the time and cost of a full university degree.  This is a third-year course from UniSA Online’s Bachelor of Business (Financial Planning degree). When studying this course as a &quot;single subject&quot;, prior knowledge from BANK 2011 or equivalent will support your success.Delivered 100% online, you’ll be able to study where and when it suits you. Access online academic and student support seven days a week, fit study around work and life commitments, view learning resources 24/7, and log in to the interactive online environment anywhere, any time and on any device. Should your course have an exam it will be scheduled for Australian Central Standard Time or Australian Central Daylight Time, depending on the time of the year.

Learn about the financial planning industry, its regulatory and ethical requirements, and the techniques and products associated with offering personal investment and financial planning advice. This course requires you to apply various analytical techniques and skills to a range of financial issues which apply to the personal investor.  This area of finance is very dynamic in nature, with much of the evolution of the financial planning industry in Australia driven by government regulation and dis(incentives). As a result, the financial and investment applications developed in this course are based on various taxation incentives or social security exemptions currently available. Throughout your studies, you’ll learn the general principles that financial planners and investors should be aware of, rather than specific taxation/social security issues. UniSA Online’s 10-week short courses give you the flexibility to upskill in a certain area, stay current with developments in your field, diversify your knowledge, or even explore a new direction in your career – without having to commit to the time and cost of a full university degree.  This is a second-year course from UniSA Online’s Financial Planning degree. When studying this course as a &quot;single subject&quot;, prior knowledge from ACCT 1011 or equivalent will support your success.Delivered 100% online, you’ll be able to study where and when it suits you. Access online academic and student support seven days a week, fit study around work and life commitments, view learning resources 24/7, and log in to the interactive online environment anywhere, any time and on any device. Should your course have an exam it will be scheduled for Australian Central Standard Time or Australian Central Daylight Time, depending on the time of the year.

University of South Australia Financial planning Courses & Degrees | Open Universities Australia

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