The Graduate Diploma in Financial Planning is designed to develop or upgrade your investment, financial planning, taxation knowledge and skills for a career in personal financial advisory.
Suitable if you are seeking an exciting career working with clients to build long lasting and trusted relationships, providing sound financial guidance and education. This postgraduate program is designed to provide you with the Australian Securities and Investment Commission’s (ASIC) Regulatory Guidelines 146 (RG146) compliance assessed at AQF Level 9, Tax Agent Service Act (2009)/Tax Practitioners Board’s Tax (Financial) Advisor requirements in commercial law and taxation for financial planner’s compliance.
Taught by leading Finance and Taxation academics at UNSW Business School, this program provides you with a distinguished level of training to advance in the career of personal financial and investment advisory. Suitable for working professionals, you can choose from a combination of online and face-to-face courses to suit your work/life balance.
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 Diploma in Financial program consists 8 courses (48 UOC):
Complete 6 compulsory core courses (48 UOC).
Compulsory Core courses:
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)
Complete 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 Diploma 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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