Financial Planning - 9273
Program Summary
Faculty: Australian School of Business
Contact: Australian School of Business Student Centre
Campus: Kensington Campus
Career: Postgraduate
Typical Duration: 1.5 Years
Typical UOC Per Semester: 24
Min UOC Per Semester: 6
Max UOC Per Semester: 24
Min UOC For Award: 72
Award(s):
Master of Financial Planning
Program Description
The Master of Financial Planning offers students a comprehensive postgraduate study program in financial planning. It is designed to exceed the Australian Securities and Investment Commission's Regulatory Guidelines 146 (RG146) financial product advisor tier 1 training requirements and the advanced standing requirements into the Financial Planning Association of Australia's CFP (Certified Financial Planner) certification program. The Master of Financial Planning enables students to 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 degree provides a distinguished level of training for the candidate to advance in the career of personal financial and investment advisory.
Who should study this program?
The Master of Financial Planning is designed for people who want to develop their investment, financial planning, taxation knowledge and skills for a career in providing personal financial advice.
Program Objectives and Graduate Attributes
The program offers a challenging learning environment for students wanting an integrated program of financial planning, investment, and taxation and professional accreditations. The flexible program structure provides students with the opportunity to choose three elective courses according to their career aspirations and professional development needs. The lecturers are at the forefront of research in finance and investment, sharing their recent findings with students in lectures and tutorials. Courses are offered in a combination of distance, online and classroom mode which facilitate off-campus access and time management. Students have the exit options of Grad. Cert. or Grad. Dip. in Financial Planning.
Program Structure
The Master of Financial Planning consists of 72 units of credit (12 courses): 7 compulsory finance courses, 2 compulsory taxation courses and 3 elective courses.
The compulsory courses are:
- ATAX0427 Tax Strategies in Fin Planning (6 UOC)
- ATAX0440 SMSF Law (6 UOC)
- FINS5510 Per. Fin. Plan. & Mgmt (6 UOC)
- FINS5512 Financial Markets&Institutions (6 UOC)
- FINS5513 Investments & Portfolio Sel. (6 UOC)
- FINS5517 Applied Portfolio Mgt. & Model (6 UOC)
- FINS5535 Derivatives & Risk Mgt. Techs. (6 UOC)
- FINS5537 Fin Plan Advice & Ethics (6 UOC)
- FINS5541 Adv Invest & Adv Funds Mgt (6 UOC)
PLUS up to 3 elective courses from:
- ATAX0403 Taxation of Corporations (6 UOC)
- ATAX0405 Taxation of Trusts (6 UOC)
- ATAX0410 Taxation of Superannuation (6 UOC)
- ATAX0411 Taxation of Capital Gains (6 UOC)
- ATAX0425 Tax of Employee Remuneration (6 UOC)
- ATAX0455 Tax of Property Transactions (6 UOC)
- COMM5001 Bus Comm, Ethics & Practice (6 UOC)
- FINS5516 Int'l Corporate Finance (6 UOC)
- FINS5523 Alternative Asset Classes (6 UOC)
- FINS5526 Inter. Corp. Governance (6 UOC)
- FINS5531 Risk and Insurance (6 UOC)
- FINS5533 Real Estate Finance&Investment (6 UOC)
- FINS5536 Fixed Income Sec. & Int. Rate (6 UOC)
- FINS5542 Applied Funds Management (6 UOC)
- FINS5566 Trading - Financial Securities (6 UOC)
- LEGT5551 Taxation Law (6 UOC)
- LEGT5561 Legal Aspects of Finance (6 UOC)
- MFIN6211 Structured Finance Law (6 UOC)
- MFIN6212 Tax of Financial Arrangements (6 UOC)
Plus a maximum of 1 Australian School of Business 5xxx course free option.
Academic Rules
TBA
Fees
For information regarding fees for UNSW programs, please refer to the following website: https://my.unsw.edu.au/student/fees/FeesMainPage.html
Professional accreditation
Graduates may claim Australian Securities and Investment Commission RG146 tier 1 compliance and may be granted advanced standing into the Financial Planning Association of Australia CFP certification program (CFP2-4).
Exemptions/transfer of credits:
Transfer credit may be awarded to students with prior incomplete postgraduate studies.
Career prospects
The growth in the investment management and retirement planning needs in the dynamic Australian investment and regulatory environment creates ample career opportunities for skilled personal financial advisors. The Master of Financial Planning provides graduates with a distinguished level of training to tap into these opportunities and to advance their personal financial advisory careers.
Entry requirements
Applicants require A) a recognised undergraduate degree (or equivalent qualification) in Commerce or Finance, with a credit average overall, as determined by the Australian School of Business, or B) a recognised non-business related undergraduate degree (or equivalent qualification) with a credit average overall as determined by the Australian School of Business AND a minimum of two years full time relevant work experience.
Further Information
Please note that these requirements may be subject to change.
Students are advised to follow requirements according to the year they commenced. Please refer to previous editions of the Online Handbook for your program requirements.
Contact the Australian School of Business Student Centre for advice.
tel: + 61 2 9385 3189
location: Ground Floor, West Wing, Australian School of Business Building
Forms, policies and procedures
Frequently asked questions
Students are advised to follow requirements according to the year they commenced. Please refer to previous editions of the Online Handbook for your program requirements.
Contact the Australian School of Business Student Centre for advice.
tel: + 61 2 9385 3189
location: Ground Floor, West Wing, Australian School of Business Building
Forms, policies and procedures
Frequently asked questions