Bachelor of Mathematics and Finance (Honours) (Financial Planning)
Course summary
The Bachelor of Mathematics and Finance (Honours) (Financial Planning) teaches you the skills to apply sophisticated mathematical and statistical techniques to real-world problems. Financial planners must have an understanding not only of finance but of accounting, management and marketing. Its broad approach is to fulfil the needs of clients, incorporating investment planning, taxation and social services planning, retirement planning, risk planning, and estate planning.
Your major in financial planning will cover investigating securities and the market 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 will also learn the codes of conduct governing the financial planning industry and relevant regulatory frameworks.
Subjects you will study include investment analysis, advanced corporate finance, retirement and estate planning, taxation for financial planners, risk and insurance, and advanced financial planning. You will complete a mathematics and finance honours project.
There are opportunities for scholarships from corporate partners, plus summer scholarships and undergraduate research projects with academic staff, and access to programs offered by the Australian Mathematical Sciences Institute (AMSI) ACE Network.
Course information
Study area
Business, Mathematics & Statistics
Campus
Wollongong
Course Code
356
Duration
4 years full-time or part-time equivalent
Delivery
On Campus
Cricos
085498K
UAC Code
756503
Admission, Key dates, and Fees
A range of admission options are available for students of all ages and academic backgrounds. The procedures governing admission are defined in UOW's Admissions Procedures, and the UOW College Admissions Policy.
For any specific advice or questions regarding an application, please contact the Future Students Team.
Recent Secondary Education Admission Criteria These criteria may be used to gain admission to this course for students who are currently in year 12 or have recently completed their secondary education.
Recent secondary education students can gain admission to this course via non-ATAR or ATAR-based options.
NON-ATAR ADMISSION OPTIONS With these options students may be admitted on the basis of criteria other than ATAR.
Non-ATAR admissions at UOW take an individual approach to understanding potential for academic success. Each student is assessed based on key qualities across academic readiness, motivation & passion, planning & persistence, and communication & collaboration.
Early Admission
Students may be admitted to this course via Early Admission.
ATAR-BASED ADMISSION OPTIONS With these options, students may be admitted on the basis of ATAR or ATAR plus additional criteria (e.g. an audition or individual subject results).
Guaranteed entry selection ranks
The minimum score for guaranteed entry (or for consideration if this course has limited places) is an ATAR-Selection Rank of 85 or an IB of 31. This includes the effect of adjustment factors.
Adjustment factors
Adjustment factors, such as the subjects you are studying, the area in which you live or equity and access schemes, are taken into consideration and these will be combined with your ATAR to adjust your selection rank and make it higher than your ATAR. Find out more about UOW's adjustment factors.
Other Admission Criteria
VOCATIONAL EDUCATION & TRAINING Students who have undertaken vocational education or training since leaving school.
HIGHER EDUCATION STUDY Students who have studied a University course, or completed a bridging or enabling course.
WORK & LIFE EXPERIENCE Students admitted on the basis of previous achievement other than higher education study, vocational education & training, or recent secondary education.
CREDIT FOR PRIOR LEARNING
If you can demonstrate that you have met the learning outcomes for our subjects through prior learning, such as previous tertiary or TAFE qualifications, you may be eligible for credit for prior learning towards your degree. Where relevant to the UOW degree, specified credit may be given for specific subject(s); where not relevant to the degree, unspecified credit may be awarded.
Click here for more information on UOW's credit transfer arrangements.
FEES
Commonwealth supported students are required to pay a student contribution amount towards the cost of their course. The amounts are calculated based on the subject cluster and the Equivalent Full-time Study Load (EFTSL) value of the subject. For information regarding student contribution amounts, please refer to the UOW Current Students website.
* Session fees are for one session for the year shown. Total course tuition fees shown are indicative, and are based on normal course length and progression.
These fees are subject to change from year to year. However, if you receive an offer to study at UOW, your fees will be fully confirmed at the time of your offer.
ENTRY REQUIREMENTS
Applicants need to have achieved the required score in a qualification equivalent to the completion of 13 years of schooling in Australia.
In order to succeed in your chosen course, it is assumed you have completed relevant subjects in your senior high school studies or other relevant qualifications. This is particularly important for degrees which have a strong basis in Mathematics or Science.
ENGLISH REQUIREMENTS
The following level of English is required to gain admission to this program:
English Test |
Overall Score |
Reading |
Writing |
Listening |
Speaking |
IELTS Academic |
6.0 |
6.0 |
6.0 |
6.0 |
6.0 |
TOEFL (Internet-based) |
70 |
18 |
18 |
17 |
17 |
UOW College: English for Tertiary Studies: Pass (weighted average mark of 50 overall and minimum 50 in Academic Reading and Writing)
Other qualifications may also be considered. Full details can be found on our English Language Requirements website.
CREDIT FOR PRIOR LEARNING
Click here for more information on UOW's credit transfer arrangements.
FEES
Tuition fees are reviewed annually: fees payable are dependent on the year of commencement and are subject to increase during the period of study.
Additional Fees:
In addition to tuition, there are other fees and costs you will need to consider, including but not limited to:
For more details on fees and other costs, please visit Fees and Assistance.
CAMPUS | DELIVERY METHOD | SESSION FEE* | COURSE FEE* |
---|---|---|---|
Wollongong | On Campus | $18,336 (2024) | $146,688 (2024) |
* Session fees are for one session for the year shown. Total course tuition fees shown are indicative, and are based on normal course length and progression.
These fees are subject to change from year to year. The fees outlined in your Letter of Offer of Admission to the University are correct at the point of offer, but are indicative and subject to change without notice. The indicative total course tuition fee is an estimate, based on normal course length and progression and current course fees.
Admission Profile
INDICATIVE ENROLMENT
STUDENT PROFILE
This table shows the breakdown of the applicant background of the student group at UOW for this course. It provides data on students that commenced undergraduate study and continued study beyond the census date at UOW in 2023.
Applicant background |
2023 intake |
2023 intake (%) |
---|---|---|
Higher education study Students who have studied a University course, or completed a bridging or enabling course. |
- |
- |
Vocational education & training study Students who have undertaken vocational education or training since leaving school. |
- |
- |
Work & life experience Students admitted on the basis of previous achievement other than higher education study, vocational education & training, or recent secondary education. |
- |
- |
Recent secondary education |
||
ATAR Only Students admitted only on the basis of ATAR including any applied adjustment factors. |
- |
- |
ATAR plus additional criteria Students who were admitted on the basis of both ATAR and additional criteria (e.g. an audition or individual subject results). |
- |
- |
Other criteria only (non-ATAR) These students were admitted on the basis of other criteria where ATAR was not a factor (e.g. UOW Early Admission). |
- |
- |
International students All other students. |
- |
- |
All students |
- |
- |
N/A: Data not available for this item
N/P: Not published (hidden to prevent calculation of other numbers less than 5)
ATAR PROFILE
This table relates to all students selected on the basis of ATAR alone or ATAR in combination with adjustment factors. For more information on adjustment factors commonly available to applicants, see ‘ATAR-based admission’.
ATAR profile of ATAR-based offers in 2023 |
ATAR The unadjusted, raw ATARs for students offered a place wholly or partly on the basis of ATAR. | Selection Rank The ATARs of the same student group, including the impact of adjustment factors. |
---|---|---|
Highest rank to receive an offer |
- |
- |
Median rank to receive an offer |
- |
- |
Lowest rank to receive an offer |
- |
- |
N/A: Data not available for this item
N/P: Not published (less than 5 ATAR-based offers made)
More Information
For more information about UOW admission pathways, see UOW Admission Information.
Key Dates
SESSION | CAMPUS | SESSION DETAILS |
---|---|---|
2024 Spring | Wollongong | Orientation: 15 July 2024 Applications Close
*Complete applications (with all required documentation) received by these dates will receive an outcome prior to the start of session. |
Course Structure
(Current year structure - subject to change)
Course HandbookAccreditation & professional recognition
Completion of this degree provides 'points' towards membership of Financial Services Institute of Australasia (FINSIA). The Financial Planning major has been placed on the Australian Securities and Investment Commission's (ASIC) training register. This means that on completing you will satisfy Tier 1 of ASIC's training requirements relevant to a range of advisory activities.
Why choose this course
The UOW School of Mathematics and Applied Statistics spans pure mathematics, applied mathematics, financial mathematics and statistics. We enjoy an international reputation in areas including survey and census design and analysis, operator algebra, geometric analysis, spatial statistics, biometrics, partial differential equations, the modelling of chemical reactions and nanoscale phenomena. Our graduates are in demand across a range of industries including finance, defence and security, health care, and the IT sector.
The Excellence in Research for Australia rankings classifies the UOW School of Mathematics and Applied Statistics 'above world standard', and our staff have won national awards for their teaching excellence.
When you study at UOW you become part of a learning and research environment supported by highly qualified academic staff with expertise across a range of disciplines from pure to applied mathematics and statistics.
- Auditor
- Banker
- Analyst
- Financial controller
- Financial planner
- Paraplanner
- 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
You may also be interested in
Bachelor of Laws (Honours) Bachelor of Communication and Media - Bachelor of International Studies Bachelor of Communication and Media - Bachelor of International Studies