Course summary
Financial planning is the design of specific financial outcomes that meet a client's unique needs and objectives, given their financial resources and risk profile. Its broad approach is to fulfil clients' total needs, incorporating investment planning, taxation and social services planning, retirement planning, risk planning and estate planning. The areas of service provision are very wide including investment and asset portfolio construction and advice, superannuation, retirement and estate planning and associated services.
This degree
The Bachelor of Mathematics and Finance (Honours) teaches you the skills to apply sophisticated mathematical and statistical techniques to real-world problems. You are also encouraged to develop computing and communication skills, which are assets in the job market.
Bankers, investment managers, insurance companies and financial companies all rely on financial mathematics to survive and stay ahead of the competition. Maths and Finance graduates work in all areas of industry and government as risk managers, investment advisers, traders, financial analysts and more. They work in all aspects of the finance sector from traditional banking to futures trading.
There are opportunities for scholarships from corporate partners, plus summer scholarships and undergraduate research projects with academic staff, access to programs of the Australian Mathematical Sciences Institute (AMSI) and inter-university courses via our Access Grid Room.
What you will study
You will learn not only finance but accounting, management and marketing principles. You will investigate securities and the markets 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 learn the codes of conduct governing the financial planning industry and relevant regulatory frameworks, advising techniques, and how to build and maintain clients' investment portfolios.
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.
*Gösterilen fiyat gösterge amaçlıdır, lütfen kurum tarafından kontrol ediniz
22 Temmuz 2024
University of Wollongong
Northfields Avenue,
UNIVERSITY OF WOLLONGONG,
New South Wales,
2522, WOLLONGONG, Australia
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
IELTS Academic Overall Score of 6.0, reading 6.0, writing 6.0, listening 6.0, speaking 6.0; TOEFL (Internet-based) score of 70, reading 18, writing 18, listening 17, speaking 17; PTE Academic overall score of 54 (Reading and Writing 54, Speaking and Listening 47).
Seçtiğiniz bölüme bağlı olarak farklı IELTS koşulları olabilir.
University of Wollongong, mezunlarını işe hazır hale getirme konusunda olağanüstü bir sicile ve öğretim için mükemmel bir uluslararası üne sahiptir.