Finance and Financial Planning

Overview

Overview

Are you ready to make a positive impact on people’s lives? Research shows Australians who have financial planners have a greater life satisfaction than those without.

Financial planning involves understanding budgeting, investing and risk management to help people make informed financial decisions. As a financial planner or advisor, you'll be contributing to people’s financial wellbeing and helping them achieve their life goals as well as plan for their future.

In this double major, you'll learn about financial principles and markets, and become skilled in areas such as tax law, corporate finance, portfolio management, estate planning, ethics and compliance.

You’ll also delve into behavioural finance, learning about the psychology behind people’s financial decisions and behaviours. Through this holistic approach, you’ll learn to provide insightful financial advice tailored to meet each client’s individual goals.

In this industry-aligned course, you’ll have access to professional software, such as XPLAN and Refinitiv Workspace, and engage with finance experts through guest lectures. In your final year, you’ll apply your skills through a 120-hour internship with a licensed financial planner.

A career as a financial advisor is an excellent opportunity to use your natural flair for analysis and planning to help others. You could also explore career opportunities in fintech, with an increasing market for apps and AI tools that offer quality financial advice.

To practise as a financial advisor in Australia, you’ll need to sit ASIC’S financial advisor exam and complete one year of professional work and training. Curtin's accredited course is the only direct undergraduate pathway in Western Australia to qualify you to sit the financial advisor exam.

Parent degrees

You can study this double major under the following degrees:

• Bachelor of Commerce  
• Bachelor of Commerce (Advanced).

What you'll learn

• Refer to Course Learning Outcomes of the B-COMRCE