FINA2209 Financial Planning

FINA2209 Financial Planning (University of Western Australia): rated 3.9/5 overall across 9 reviews collected on UWA Wall.

FINA2209 is a University of Western Australia course taught by the Business School in Management and Commerce. This page brings together its handbook details and what UWA students say about it.

Review data updated 2026-10-24.

Course details

Chinese title: 财务规划

Type: Undergraduate unit

Credit points: 6

Subject area: Management and Commerce

Faculty: Business School

Level: Undergraduate Level 2

Handbook year: 2026

Overview

This unit equips students with the knowledge and expertise necessary for the provision of financial advice to individuals concerned about their personal and family finances. It covers the role and obligations of the financial planner; identification of the regulatory, investment, budgeting and personal advisory issues in financial planning; identification of the available investments and the tools used to hedge against risks; understanding the role of taxation in financial…

FINA2209 student reviews, difficulty and workload

FINA2209 has 9 scored reviews: overall 3.9/5 · usefulness 3.7 (all out of 5; higher difficulty means harder).

Sources: 3 StudentVIP reviews (average 3.7 stars); 6 Reddit comments that an AI model judged to be reviewing this course (average would-recommend 4.0/5).

On Reddit: "For FINA2209, basically just memorize everything on the slides – the MCQs and SAQs ask questions that have answers directly from the slides. I got 98 on the exam, so trust me when I say to memorise the lecture slides. FINA2207 is a bit trickier because, although most of the theo…"

On Reddit: "That depends a lot on what you're looking for. Do you want a job in finance, if so what branch? What's your 1st major? Are you looking for easy marks or something beneficial? 2204 - Haven't done this one but seems useful if going down a financial analyst path 2205 - Meant to be …"

The course panel on UWA Wall shows every review and discussion in full.

FINA2209 FAQ

Q: Is FINA2209 worth taking?

A: Averaged over 9 reviews: usefulness 3.7/5, overall 3.9/5.

Q: Which faculty teaches FINA2209, and when is it offered?

A: FINA2209 is taught by the Business School. Check the official handbook for the current year.

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