Financial Planning - 5273
Program Summary
Faculty: UNSW Business School
Contact: UNSW Business School Student Centre
Campus: Sydney
Career: Postgraduate
Typical Duration: 1 Years 
Typical UOC Per Semester: 24
Min UOC Per Semester: 6
Max UOC Per Semester: 24
Min UOC For Award: 48
Award(s):
Graduate Diploma in Financial Planning
View program information for previous years
Program Description
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 distance, intensive and face-to-face learning courses to suit your work schedule.
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 distance, intensive and face-to-face learning courses to suit your work schedule.
Career Opportunities
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
Program Objectives and Graduate Attributes
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.
Program Structure
The Graduate Diploma in Financial program consists 8 courses (48 UOC):
Complete 6 compulsory core courses (48 UOC).
Complete 6 compulsory core courses (48 UOC).
Compulsory Core courses:
Complete 2 elective courses (12 UOC) from the following list:
- ACTL5401 Retirement Planning (6 UOC)
- TABL5511 Legal Foundations of Business (6 UOC)
- TABL5527 Tax Strategies in Fin Planning (6 UOC)
- TABL5540 SMSF Law (6 UOC)
Academic Rules
1 year full-time, 2 years part-time (48 UOC).
- Enrol in the Graduate Diploma in Financial Planning and complete 48 UOC.
- Complete 6 compulsory core courses and 2 elective courses.
- If you require progression check for your degree, complete an online request: www.business.unsw.edu.au/students/resources/online-forms
For Enrolment guidance for each semester intake, go to: www.business.unsw.edu.au/students/resources/accept-enrol
Fees
For information regarding fees for UNSW programs, please refer to the following website: https://my.unsw.edu.au/student/fees/FeesMainPage.html
Entry requirements
Recognised bachelor degree (or equivalent qualification) with a credit average overall, as determined by the UNSW Australia Business School.
Professional accreditation
The Graduate Diploma in Financial planning graduates can claim compliance to:
- Australian Securities and Investment Commission RG146 knowledge and skill requirements at Tier 1 Specialist in Financial Planning, Securities, Managed Investments, Superannuation, Insurance and Margin Lending.
- Entry requirements to Financial Planning Association of Australia if TABLE5527 and TABL5540 (or ACTL5401) are taken with all core subjects.
- Tax Agent Service Act (2009)/Tax Practitioners Board’s Tax (Financial) Advisor requirements in commercial law (requires TABL5511) and taxation for financial planners (requires TABL527).
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 UNSW Business School Student Centre for advice.
tel: + 61 2 9385 3189
location: Level 1, room 1028, Quadrangle 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 UNSW Business School Student Centre for advice.
tel: + 61 2 9385 3189
location: Level 1, room 1028, Quadrangle Building
Forms, policies and procedures
Frequently asked questions
Related Program(s)
7273 Financial Planning
9273 Financial Planning
Area(s) of Specialisation
Contents
Study Levels
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