- Students are to follow the requirements of the Handbook for the year they commenced the course.
However, the subject links below do not contain the subject information for the current year. You can view current subject information through the new Course Handbook.
Bachelor of Mathematics and Finance (Honours) (Dean's Scholar) | 2020
Financial Planning Major
This major is particularly applicable to those who wish to pursue a career within the financial services industry by gaining professional qualifications in the areas of providing financial planning and financial advice to clients. The areas of service provision are very wide, including investment and asset portfolio construction and advice, superannuation, retirement and estate planning and associated services. In Australia, the Financial Planning Association of Australia is the relevant professional body.
This major is currently under consideration for accreditation. If successful, to be eligible for the accreditation, students who have not completed LAW 101 prior to 2020 must also take LAW 302. Please consult the Academic Program Director for advice on the program of study.
Subjects required for major study
The following subjects must be completed within the Bachelor of Mathematics and Finance (Honours) (Dean's Scholar) degree to satisfy the requirements of the Financial Planning major:
ACCY228, CSIT110, ECON100, ECON331, FIN 252, FIN 320, FIN 328, FIN 329, FIN 423, LAW 101, one of MGNT110 or MARK101 .
The following program of study is recommended to satisfy this major in the Bachelor of Mathematics and Finance (Honours) (Dean's Scholar) degree in minimum time.
| Subject Code | Subject Name | Credit Points | Session(s) |
|---|---|---|---|
| Year 1 | |||
| ACCY111 | Accounting Fundamentals In Society | 6 | Autumn, Spring |
| FIN 111 | Introductory Principles of Finance | 6 | Autumn, Spring, Summer 2020/2021 |
| MATH100 | Introduction to Mathematics | 6 | Autumn |
| MATH187 | Mathematics 1: Algebra and Differential Calculus | 6 | Autumn |
| ACCY112 | Accounting In Organisations | 6 | Autumn, Spring, Summer 2020/2021 |
| ECON100 | Economic Essentials for Business | 6 | Autumn, Spring |
| MATH188 | Mathematics 2: Series and Integral Calculus | 6 | Spring |
| STAT101 | Introduction to Statistics | 6 | Spring |
| Year 2 | |||
| FIN 222 | Corporate Finance | 6 | Autumn, Spring |
| MATH201 | Multivariate and Vector Calculus | 6 | Autumn |
| MATH202 | Differential Equations: Analysis and Applications | 6 | Autumn |
| STAT201 | Random Variables and Estimation | 6 | Autumn |
| FIN 223 | Investment Analysis | 6 | Autumn, Spring |
| FIN 322 | Advanced Corporate Finance | 6 | Spring |
| MGNT110 or MARK101 | Introduction to Management Marketing Principles | 6 | Autumn, Spring, Summer 2020/2021 |
| STAT202 | Statistical Inference and Introduction to Model Building | 6 | Spring |
| Year 3 | |||
| CSIT110 | Fundamental Programming with Python | 6 | Autumn |
| FIN 252 | Personal Finance | 6 | Autumn |
| LAW 101 | Introduction to Law | 6 | Autumn |
| MATH235 or STAT235 | Mathematics Project A Statistics Project A | 6 | Autumn, Spring |
| ACCY228 | Taxation for Financial Planners | 6 | Spring |
| FIN 320 | Risk and Insurance | 6 | Spring |
| FIN 329 | Advanced Financial Planning | 6 | Spring |
| MATH203 | Linear Algebra and Groups | 6 | Spring |
| Year 4 | |||
| INFO401 | Mathematics and Finance Honours Project | 12 | Annual, Spring 2020/Autumn 2021 |
| FIN 328 | Retirement and Estate Planning | 6 | Autumn |
| MATH317 | Financial Mathematics | 6 | Autumn |
| STAT332 | Generalised Linear Models | 6 | Autumn |
| ECON331 | Financial Economics | 6 | Spring |
| FIN 423 | Portfolio Management | 6 | Trimester 1 |
| Plus ONE 400-level MATH/STAT/INFO subject from the List of Electives (not MATH407) | |||
Entry Requirements & Credit Arrangements
Information on academic and English language requirements, as well as eligibility for credit for prior learning, is available from the Course Finder.
Other information
For further information email: eis@uow.edu.au