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Bachelor of Financial Planning

University of Notre Dame Pathway

The only Bachelors-level qualification in Australia dedicated to prepare you for the realities of being a financial adviser in 2016 and beyond

The University of Notre Dame’s (Australia) Bachelor of Financial Planning qualification, (co-delivered by Mentor Education, has been designed for both experienced financial advisers (anticipating the regulatory requirement to complete a Bachelor degree qualification by 2024) and aspiring financial advisers, such as those transitioning from other industries such as teaching, nursing and policing as well as students who have recently graduated from Year 12 or equivalent).

Your Bachelors-level qualification will be awarded by the University of Notre Dame (Australia) has been carefully constructed to meet the industry needs of astute and commercially savvy financial planners in 2016 and beyond.

The subject of much industry attention and developed in collaboration with some of the leading financial services experts in Australia – it is the only qualification in Australia currently offered that is a dedicated, ‘pure’ financial planning degree in the sense that every subject is included and designed to maximise your commercial success and employability as an active industry Financial Adviser (as opposed to being a qualification designed primarily for commerce, business or accounting disciplines with financial planning electives).

The qualification considers the requirements of a modern financial adviser carefully in a factual objective manner, based upon surveying hundreds of current financial advisers in landmark research.

Choose Your Preferred Specialisation

This progressive and flexible Bachelor of Financial Planning degree is designed for those who are seeking a broad overview of the Financial Planning world, and allows you to select a number of specialist electives. The course draws units from ethics, insurance, superannuation, investments, aged care advice, technology advice platforms, practice management and intergenerational wealth.

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Overview

This Bachelor of Financial Planning degree offers a comprehensive syllabus for students wanting to enter, and set themselves up for success in the Financial Planning and Financial Services Industry.

It has been designed in response to The Australian Government's October 2015 official response to Recommendation 25 of the Financial System Inquiry, recommending the educational standards for financial advisers will change to require advisers to hold a degree.

Rather than "pad" out the tertiary qualification with subjects lacking relevance to the needs of financial planners, we have worked closely with leading third-party research firms and one of the world's leading universities (The University of Notre Dame Australia) to construct 'the degree of the future' for current and future financial advisers.

Videos of industry leaders

More than 500 articles and videos, written by a large range of subject matter experts, leading industry professionals, respected academics and 10 corporate partners.

Advanced Standing & RPL

Your previous learning experiences relevant to one or more units in this course may help you cut months or years off your degree.

  • Advanced Standing - Recognition of formal learning
    Credit may be awarded to a student for formal learning (gained through full or partial achievement of an accredited qualification or course) completed at Mentor Education, University of Notre Dame or in other learning settings in Australia and/or overseas.

    Advanced Standing Example:

    Credit may be awarded to a student for formal learning (gained through full or partial achievement of an accredited qualification or course) completed in a recognised provider such as Mentor Education, a University or in other learning settings in Australia and/or overseas.

    Evidence required includes:

    • Academic transcripts for both HE and VET qualifications.
    • Relevant work experience (required for all VET qualifications and required for higher education qualifications only where academic transcripts are greater than 5 years old).
  • Credentialing - Recognition of informal learning
    Credentialing may be awarded on the basis of current informal learning (that takes place through work, social, family or leisure activities). Candidates would need to provide a paper on how their experience and study meets the specific Learning Outcomes (to be provided by Mentor) of a particular subject/unit.

    Credentialing Example:

    A potential candidate, such as para-planner, responsible manager, bookkeeper or an assistant financial planner may be in a position to demonstrate that they have the required informal learning.

    Evidence required includes:

    • Paper that references each Learning Outcome in the unit/subject and provides details of relevant informal learning and experience; and
    • Supporting Evidence, which may be in the form of a Supervisor/peer testimonial.
    • The fee for pre-assessment is 1/3 of the subject/unit fee.

  • Pre Assessment - Demonstration of knowledge & skills
    Pre-assessment may be awarded on the basis of a student demonstrating requisite knowledge and skills in a unit in the degree course by successfully completing the related 2-hour exam and providing evidence of their skills and application.

    Pre-Assessment Example:

    A potential candidate, such as a long standing financial planning practice manager or responsible manager can apply to sit the assessments that relates to a subject/unit in the degree to demonstrate the requisite knowledge and provide evidence of related skills such as a peer review and maintenance of CPD.

    The fee for pre-assessment is 1/3 of the subject/unit fee.

An application must be submitted to assess your prior learning, which is available for up to 50% of the units in this course. Please apply for advanced standing at the same time as you apply for admission into this course, because the amount of credit awarded will determine the sequence of units you will study.

Course Content

The Bachelor of Financial Planning Award is a level 7 AQF qualification and comprises the 24 units (Total of 600 Credit Points) listed below.

Financial Planning Units

  • 25 Points
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  • 25 Points
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  • 25 Points
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  • 25 Points
  • 25 Points

* Units delivered by Mentor

Electives Unit

Select 1 unit from list of units below:

  • 25 Points
  • 25 Points
  • 25 Points

Select 1 unit from list of units below:

  • 25 Points
  • 25 Points
  • 25 Points
  • 25 Points

Internship

  • 25 Points

The minimum of credit points for the Award is 600 credit points.

Admission Requirements

There are no pre-requisites for this Award.

The standard entry requirements for admission are detailed in the University of Notre Dame’s General Regulations and the School of Business Regulations, and include:

School Leavers

  • ATAR of 70 - Indicative only. Must have been obtained within the last five years; or
  • IB of 25+ - Indicative only. Must have been obtained within the last five years.

Post School Leaver / Mature Age Applicants

  • Successful completion of an Australian Qualifications Framework (AQF) Certificate IV level qualification or higher from a recognised provider such as TAFE or an RTO; or
  • Other University Studies - Notre Dame will also consider applicants who have successfully completed a minimum of two units within a Bachelor’s Degree from another University; or
  • Special Tertiary Admissions Test (STAT) – This option is only available for applicants who are over 20 years of age as at 1 March in the year of admission. A score of 150 for both the Multiple Choice component and the Written English component is required. STAT results are valid for five years. Or
  • Successful completion of the Notre Dame Tertiary Enabling Program (TEP) or Foundation Year (FY).

External Accreditation Requirements

This award is pending accreditation by the Financial Planning Association of Australia.

Volume of Learning

Standard Duration

  • The standard duration for the Bachelor of Financial Planning Award is 3 years of equivalent full-time study.
  • A student is able to enrol in this Award on a part-time basis.

Maximum Duration

The maximum period of time within which a student is permitted to complete this Award is 8 years. This period (including any periods of approved leave of absence) is from the date on which the student first enrolled in the course.

Assessment

This Bachelor of Financial Planning degree is assessed in each unit, with:

  • Continuous Assessment. Comprising on-line quizzes, case studies and essays/reports (case study based Assessment Task which requires the practical application of concepts learned).
  • Invigilated 2-hour Examination. Comprising multiple choice, short answer and 1 to 3 essay questions.

SPECIALISING IN FINANCIAL SERVICES EDUCATION

Mentor Education has been providing nationally recognised training and compliance solutions almost exclusively to financial advisers for over 13 years. By choosing to study with an institution (partnering with a leading tertiary brand) as recognised as Mentor Education in the Financial Advice Industry, you are setting yourself up for the best chances of success when it comes to your current and future employability within the industry.

The Bachelor of Financial Planning will be legislated as the default standard for students in the Financial Services industry. If you need the skills and knowledge to advise clients with broad and complex needs, this is the tertiary-level degree for you.

Apply for the next intake of Mentor Education's Bachelor of Financial Planning today.

Price Per Unit
  • No hidden costs
  • Self-paced
  • Regular intakes
  • Online assessment
  • 1300 phone support

$1,875.00

*Call us for our upfront special price

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TESTIMONIALS

..Mentor Education’s assistance with helping me with both Diploma of Financial Planning and the Adv. Diploma of Financial Planning has been fantastic. I really appreciate their guidance and assistance with helping me obtain my qualifications. Your prompt email responses to my queries are also greatly appreciated..

Linda Pfitzner
Client Service Manager
Leading Australia Bank Financial Planning

..Mentor Education simply makes our lives easier. Their professional problem-solving approach allows us to focus on other parts of the business;
safe in the knowledge that Mentor graduates have what is takes to provide our clients with sound and accurate advice..

Charles Cavallaro
Professional Development Coordinator
Leading Australian Bank

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