Bachelor of Financial Planning

Qualification: Bachelor's Degree
Study mode: Online
Payment options: Payment plan
Upfront payment
Duration: 3 years full-time; up to 8 years part-time
Start date: Anytime - start today!
Awarded by: University of Notre Dame

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About this course

This online Bachelor of Financial Planning degree delivered through Mentor Education in conjunction with the University of Notre Dame offers a well-rounded curriculum for students wanting to set themselves up for success in the financial services industry.

Designed by the University of Notre Dame in response to the Australian Government's Financial System Inquiry and recommendation that all financial advisers hold a degree, this bachelor program is the 'degree of the future' for both established and aspiring financial advisers.

Unlike other finance degrees, this course is the only qualification in Australia dedicated to 'pure' financial planning. Subjects have been designed to maximise your commercial success, and cover relevant study areas such as financial ethics, life insurance and risk management, to taxation planning.

Depending on your industry experience, you may also be eligible for Recognition of Prior Learning and be able to cut down as much as half of the course load from this qualification!

Workplace component

This course also includes an internship component.

Eligibility

To be eligible for this course, you must meet one of the following entry requirements:

  • Hold a certificate IV or higher qualification from a recognised training organisation; OR
  • Have successfully completed a minimum of two units of a bachelor degree from another university; OR
  • Scored 150 or more in the multiple choice and written English component of the Special Tertiary Admissions Test (STAT); OR
  • Have successfully completed the Notre Dame Tertiary Enabling Program (TEP) or Foundation Year (FY)

Areas of study

In this Bachelor of Financial Planning course, the subjects you may study include:

Core units

  • Ethics
  • Philosophy
  • Economics
  • Quantitative methods for business
  • Accounting for business
  • Principles of marketing
  • Business law
  • Theology
  • Principles of finance
  • Foundations of financial advice
  • Life insurance and risk management
  • Superannuation advice
  • Investment planning
  • Taxation planning
  • Estate planning and succession planning
  • Advanced investment planning
  • Advanced financial planning
  • Financial statement analysis and valuation
  • Aged care planning
  • Self managed superannuation funds
  • Intergenerational wealth financial planning

Electives units

  • Corporate finance
  • Econometrics
  • Margin lending
  • Self managed superannuation funds
  • Derivatives

Internship unit

  • Business internship

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Upon successful completion of this course you will receive a nationally recognised, accredited Bachelor of Financial Planning from the University of Notre Dame.

In light of the Australian Government's recommendations that all financial advisers hold a degree, this qualification will expand your skillset, and prove to clients and employers that you're on the pulse and proactive to industry regulation.

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Want more information about this course? Fill out the enquiry form to the right and a study consultant will contact you with the details you need.

Finance options

Upfront payment is required in full, at the time of enrolment. Credit cards accepted.

Alternatively, you may be eligible to pay your course fees through a flexible payment plan. Enquire now for more information.

Get more information

Want more information about this course? Fill out the enquiry form to the right and a study consultant will contact you with the details you need.

RTO 21683
Mentor Education is one of Australia’s leading RG146 compliance training providers for the financial services industry. By specialising exclusively in this field of training, Mentor is able to focus on delivering professional development courses of the highest quality. Thanks to their flexible delivery options, you can complete a nationally recognised qualification in financial planning entirely online, and without disrupting your career. Take advantage of Mentor Education’s long-standing industry reputation and commitment to ongoing professional development by enquiring about a course today.
As a student of Mentor Education, you’ll receive access to an experienced financial adviser Monday to Friday, 9am–5pm by telephone and email, so you’re always assured of timely feedback and assistance.

Students of this program will also benefit from complementary inclusion of Mentor Education’s Career Pathway Program. This comprehensive suite of career-building tools includes a 12-month professional development subscription, association membership and regular updates on industry news and events.

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Want more information about the career benefits of this course?
Fill out the enquiry form to the right and a study consultant will contact you with the details you need.

And get a free course guide

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