The Graduate Certificate in Financial Planning is designed for professionals seeking to upgrade their investment, financial planning, taxation knowledge and skills for a career in personal financial advisory.
The Graduate Certificate enables you to develop knowledge and skills in financial markets, financial products, financial planning, taxation law and strategies which are essential for personal financial management. The program is designed for professionals who do not have a bachelor degree and provides articulation into the Master of Financial Planning Program, which will enhance your abilities to work with clients, build long lasting and trusted relationships, and provide sound financial guidance and education.
completion of a recognized bachelor degree
meet English requirements.
* Some programs have additional entry requirements, please contact UNSW for this information.
The program offers you a challenging learning environment to achieve an integrated learning in financial planning, investment and taxation. It also provides you with the learning required for professional accreditation. Graduates develop knowledge and skills in financial markets, financial products, investment (theory, evidence, and quantitative techniques), risk management, financial planning, taxation law and strategies, compliance, ethical and professional conduct.
The Graduate Certificate in Financial Planning program consists 4 courses (24 UOC):
Choose 2 to 4 compulsory core courses (12 - 24 UOC) from the following list.
FINS5510 Per. Fin. Plan. & Mgmt (6 UOC)
FINS5512 Financial Markets&Institutions (6 UOC)
FINS5513 Investments & Portfolio Sel. (6 UOC)
FINS5531 Risk and Insurance (6 UOC)
FINS5537 Fin Plan Advice & Ethics (6 UOC)
FINS5539 Estate Plan & Asset Protection (6 UOC)
Choose maximum of 2 elective courses (12 UOC) from the following list:
ACTL5401 Retirement Planning (6 UOC)
FINS5543 Aged Care Planning (6 UOC)
TABL5511 Legal Foundations of Business (6 UOC)
TABL5527 Tax Strategies in Fin Planning (6 UOC)
TABL5540 SMSF Law (6 UOC)
Flexible Study Options
The Graduate Certificate in Financial Planning courses may be completed in a face-to-face mode or in online mode. Both modes have access to an online course website where you will find all of the study materials, resources and learning activities for your studies.
Given the rapid growth in the investment management and retirement planning demand in the dynamic Australian investment and regulatory environment, ample career opportunities are available. Career prospects include Personal financial advisor, para-planner with leading organisations or financial services firms.
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