Major - Financial Planning and Taxation
Western Sydney University
Major
Code:
MT2039.1
Related Courses
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.
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.
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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
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200525
|
Principles of Economics
|
Choose one of
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200052
|
Introduction to Economic Methods
|
|
200032
|
Statistics for Business
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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
|
|
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
|
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
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
|
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
|
Spring session
|
200535
|
Auditing and Assurance Services
|
|
200900
|
Self-Managed Superannuation and Trusts
|
Year 6
Autumn session
Spring session
|
200554
|
Law of Commercial Obligations
|
|
200118
|
The Accountant as a Consultant
|