Previous Code: MT2039.1

Available to students in other Western Sydney University programs?  No

The Financial Planning and Taxation major is available to participants enrolled in the Bachelor of Accounting. The specialised subjects 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 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 subjects specified in the sequence of study for the major), subject to relevant work experience.

Location

Location (Specialisation)

Campus	Mode	Advice
Parramatta City Campus-Macquarie Street	Internal	Program Advice

Major Structure

Students must complete 80 credit points as follows.

Subject List

Subject	Title	Credit Points
LAWS 4003	Advanced Taxation Law	10
FINC 3004	Financial Planning	10
LAWS 2005	Financial Services Law	10
FINC 3006	Insurance Advising - Theory and Practice	10
LAWS 2016	Law of Commercial Obligations	10
FINC 2002	Personal Asset Management	10
FINC 3014	Retirement and Succession Planning	10
LAWS 3067	Self-Managed Superannuation and Trusts	10
Total Credit Points		80

Equivalent Subjects  

Recommended Sequence

Full-time start-year intake

Plan of Study Grid

Year 1
Autumn session		Credit Points
ACCT 1005	Accounting in Context	10
LAWS 1001	Enterprise Law	10
ECON 1011	Principles of Economics	10
Select one of the following:		10
ECON 1006	Introduction to Economic Methods
MATH 1030	Statistics for Business
	Credit Points	40
Spring session
ACCT 1007	Financial Accounting Applications	10
ECON 2002	Corporate Financial Management	10
LAWS 2010	Law of Business Organisations	10
FINC 3006	Insurance Advising - Theory and Practice	10
	Credit Points	40
Year 2
Autumn session
ACCT 1010	Management Accounting Fundamentals	10
ACCT 2005	Techniques in Financial Accounting	10
LAWS 3070	Taxation Law	10
FINC 2002	Personal Asset Management	10
	Credit Points	40
Spring session
ACCT 2001	Contemporary Management Accounting	10
ACCT 3003	Accounting Standards and Governance	10
ACCT 3001	Accounting Information Systems	10
FINC 3014	Retirement and Succession Planning	10
	Credit Points	40
Year 3
Autumn session
ACCT 3007	Corporate Accounting Systems	10
LAWS 4003	Advanced Taxation Law	10
LAWS 2005	Financial Services Law	10
FINC 3004	Financial Planning	10
	Credit Points	40
Spring session
ACCT 3011	The Accountant as a Consultant	10
LAWS 3067	Self-Managed Superannuation and Trusts	10
ACCT 3006	Auditing and Assurance Services	10
LAWS 2016	Law of Commercial Obligations	10
	Credit Points	40
	Total Credit Points	240

Part-time start-year intake

Plan of Study Grid

Year 1
Autumn session		Credit Points
ACCT 1005	Accounting in Context	10
LAWS 1001	Enterprise Law	10
	Credit Points	20
Spring session
ECON 1011	Principles of Economics	10
Select one of the following:		10
ECON 1006	Introduction to Economic Methods
MATH 1030	Statistics for Business
	Credit Points	20
Year 2
Autumn session
ACCT 1007	Financial Accounting Applications	10
ECON 2002	Corporate Financial Management	10
	Credit Points	20
Spring session
ACCT 1010	Management Accounting Fundamentals	10
LAWS 2010	Law of Business Organisations	10
	Credit Points	20
Year 3
Autumn session
ACCT 2005	Techniques in Financial Accounting	10
ACCT 2001	Contemporary Management Accounting	10
	Credit Points	20
Spring session
LAWS 3070	Taxation Law	10
FINC 3006	Insurance Advising - Theory and Practice	10
	Credit Points	20
Year 4
Autumn session
ACCT 3001	Accounting Information Systems	10
FINC 2002	Personal Asset Management	10
	Credit Points	20
Spring session
ACCT 3003	Accounting Standards and Governance	10
FINC 3014	Retirement and Succession Planning	10
	Credit Points	20
Year 5
Autumn session
ACCT 3007	Corporate Accounting Systems	10
LAWS 4003	Advanced Taxation Law	10
	Credit Points	20
Spring session
ACCT 3006	Auditing and Assurance Services	10
LAWS 3067	Self-Managed Superannuation and Trusts	10
	Credit Points	20
Year 6
Autumn session
FINC 3004	Financial Planning	10
LAWS 2005	Financial Services Law	10
	Credit Points	20
Spring session
LAWS 2016	Law of Commercial Obligations	10
ACCT 3011	The Accountant as a Consultant	10
	Credit Points	20
	Total Credit Points	240

Equivalent Subjects  

FINC 1001 - Management Accounting Fundamentals, replaced by ACCT 1010 Management Accounting Fundamentals

JUST 2011 Law of Commercial Obligations, replaced by LAWS 2016 Law of Commercial Obligations

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