Specialisation

Major - Financial Planning and Taxation

Western Sydney University Major Code: MT2039.1

Status: CURRENT
This version of the specialisation is available to new and continuing students.


Related Courses

2783.3 Bachelor of Accounting

The Financial Planning and Taxation major is available to participants enrolled in the Bachelor of Accounting. The specialised units in this major analyse contemporary issues relevant to financial planning and taxation using case studies and discussion. This major satisfies the accreditation requirements of the Financial Planning Association (FPA) of Australia to become a Financial Planner AFP® and prepares students for entry into the CFP® Certification, It is also accredited by, and meets the education requirements of the Financial Planning Education Council (FPEC) which satisfies the new federal government education requirements as mandated by the Financial Adviser Standards and Ethics Authority (FASEA). Completion of this major also meets the financial advising industry’s RG146 generic knowledge requirements, specialist knowledge requirements and skills requirements as they currently stand. Details regarding these requirements can be found on the 2783 Bachelor of Accounting page. In addition, completion of this major satisfies the tertiary education requirements to register as a Tax (Financial) Adviser and a Tax Agent with the Tax Practitioners Board (TPB) (pending completion of all units specified in the sequence of study for the major), subject to relevant work experience.


Location

Campus Mode Specialisation Advice
Parramatta City Campus-Macquarie Street Internal Course Advice

Major Structure

Qualification for the major requires the successful completion of the eight units (80 credit points) below. The first unit listed is a core unit in 2783 Bachelor of Accounting.

200186 Advanced Taxation Law
200627 Financial Planning
200271 Financial Services Law
200272 Insurance Advising - Theory and Practice
200554 Law of Commercial Obligations
200265 Personal Asset Management
200899 Retirement and Succession Planning
200900 Self-Managed Superannuation and Trusts

Recommended Sequence

Full-time

Year 1

Autumn session

200972 Accounting in Context
200909 Enterprise Law
200525 Principles of Economics

Choose one of

200052 Introduction to Economic Methods
200032 Statistics for Business

Spring session

200111 Financial Accounting Applications
200488 Corporate Financial Management
200183 Law of Business Organisations
200272 Insurance Advising - Theory and Practice

Year 2

Autumn session

200116 Management Accounting Fundamentals
200973 Techniques in Financial Accounting
200187 Taxation Law
200265 Personal Asset Management

Spring session

200108 Contemporary Management Accounting
200974 Accounting Standards and Governance
200534 Accounting Information Systems
200899 Retirement and Succession Planning

Year 3

Autumn session

200109 Corporate Accounting Systems
200186 Advanced Taxation Law
200271 Financial Services Law
200627 Financial Planning

Spring session

200118 The Accountant as a Consultant
200900 Self-Managed Superannuation and Trusts
200535 Auditing and Assurance Services
200554 Law of Commercial Obligations

Part-time

Year 1

Autumn session

200972 Accounting in Context
200909 Enterprise Law

Spring session

200525 Principles of Economics

Choose one of

200052 Introduction to Economic Methods
200032 Statistics for Business

Year 2

Autumn session

200111 Financial Accounting Applications
200488 Corporate Financial Management

Spring session

200116 Management Accounting Fundamentals
200183 Law of Business Organisations

Year 3

Autumn session

200973 Techniques in Financial Accounting
200108 Contemporary Management Accounting

Spring session

200187 Taxation Law
200272 Insurance Advising - Theory and Practice

Year 4

Autumn session

200534 Accounting Information Systems
200265 Personal Asset Management

Spring session

200974 Accounting Standards and Governance
200899 Retirement and Succession Planning

Year 5

Autumn session

200109 Corporate Accounting Systems
200186 Advanced Taxation Law

Spring session

200535 Auditing and Assurance Services
200900 Self-Managed Superannuation and Trusts

Year 6

Autumn session

200627 Financial Planning
200271 Financial Services Law

Spring session

200554 Law of Commercial Obligations
200118 The Accountant as a Consultant


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