University of Wollongong

Course Details

Bachelor of Mathematics and Finance (Honours) (Financial Planning)

Course Description

Financial planning is the design of specific financial outcomes that meet a client's unique needs and objectives, given their financial resources and risk profile. Its broad approach is to fulfil clients' total needs, incorporating investment planning, taxation and social services planning, retirement planning, risk planning and estate planning. The areas of service provision are very wide including investment and asset portfolio construction and advice, superannuation, retirement and estate planning and associated services. This degree: The Bachelor of Mathematics and Finance (Honours) teaches you the skills to apply sophisticated mathematical and statistical techniques to real world problems. You are also encouraged to develop computing and communication skills, which are assets in the job market. Bankers, investment managers, insurance companies and financial companies all rely on financial mathematics to survive and stay ahead of the competition. Maths and Finance graduates work in all areas of industry and government as risk managers, investment advisers, traders, financial analysts and more. They work in all aspects of the finance sector from traditional banking to futures trading. Other opportunities include scholarships from corporate partners, summer scholarships and undergraduate research projects with academic staff, access to programs of the Australian Mathematical Sciences Institute (AMSI) and inter-university courses via our Access Grid Room. What you will study: You will learn not only finance but accounting, management and marketing principles. You will investigate securities and the markets they operate in as well as theories of the market and the equilibrium prices of securities. You will learn how to assess investments, and the method for identifying the best financial product for a client, with particular attention to their risk profile. You'll learn the codes of conduct governing the financial planning industry and relevant regulatory frameworks, advising techniques, and how to build and maintain clients' investment portfolios. Subjects you'll study include: investment analysis, advanced corporate finance, retirement and estate planning, taxation for financial planners, risk and insurance, and advanced financial planning. You will also complete a Mathematics and Finance Honours Project.

Course Duration

NumberDuration
4year

Career outcomes

Overview of careers: Auditor Banker Analyst Financial controller Accountant Policy advisor Business adviser OHS officer HR manager consultant Stock broker Insurance broker Fund manager Exporter/importer Public relations coordinator Market researcher Advertising executive Brand/product manager Event manager.

Bachelor of Mathematics and Finance (Honours) (Financial Planning) University of Wollongong