Financial Planning - 9273
Program Summary
Faculty: UNSW Business School
Contact: UNSW Business School Student Centre
Campus: Sydney
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
View program information for previous years
Program Description
The Master of Financial Planning is designed for graduates who are seeking an exciting career working with clients to build long lasting and trusted relationships, providing sound financial guidance and education. This comprehensive postgraduate program is designed not only 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 planners compliance, but also extensive studies that will give you advanced standing towards Financial Planning Association’s CERTIFIED FINANCIAL PLANNER® certification program.
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.
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 Master of Financial Planning program consists of 12 courses (72 UOC):
Complete 8 compulsory core courses (48 UOC).
Complete 8 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)
- TABL5511 Legal Foundations of Business (6 UOC)
- TABL5527 Tax Strategies in Fin Planning (6 UOC)
Complete 2 to 4 elective core courses (up to 24 UOC). If only 2 elective core courses are chosen, you will need to complete another 2 elective courses from lists A or B below.
Flexible Elective Core Courses:
- FINS5517 - Applied Portfolio Management and Modelling (6 UOC) And/Or
- FINS5541 - Investment Valuation and Advanced Funds Management (6 UOC)
- TABL5540 - Self Managed Superannuation Funds Law (6 UOC) And/Or
- ACTL5401 - Retirement Planning (6 UOC)
Elective Courses:
Choose up to 2 courses (up to 12 UOC) from List A:
List A
Choose up to 2 courses (up to 12 UOC) from List A:
List A
- FINS5516 Int'l Corporate Finance (6 UOC)
- FINS5522 Asia-Pacific Financial Markets (6 UOC)
- FINS5523 Alternative Asset Classes (6 UOC)
- FINS5533 Real Estate Finance&Investment (6 UOC)
- FINS5535 Derivatives & Risk Mgt. Techs. (6 UOC)
- FINS5536 Fixed Income Sec. & Int. Rate (6 UOC)
- FINS5542 Applied Funds Management (6 UOC)
- FINS5555 Behavioural Approach Finance (6 UOC)
- FINS5566 Trading - Financial Securities (6 UOC)
- FINS5568 Capstone Portfolio Mgmt Proces (6 UOC)
Choose up to 1 course (6 UOC) from List B:
List B
List B
- ECON5103 Business Economics (6 UOC)
- MARK6104 Services Marketing Management (6 UOC)
- MGMT5050 Teams, Ethics & Comp Adv (6 UOC)
- TABL5503 Taxation of Corporations (6 UOC)
- TABL5505 Taxation of Trusts (6 UOC)
- TABL5510 Taxation of Superannuation (6 UOC)
- TABL5515 Taxation of Capital Gains (6 UOC)
- TABL5525 Tax of Employee Remuneration (6 UOC)
- TABL5551 Taxation Law (6 UOC)
- TABL5555 Tax of Property Transactions (6 UOC)
Academic Rules
1.5 years full-time, 3 years part-time (72 UOC).
- Enrol in the Master of Financial Planning and complete 72 UOC.
- Complete 8 compulsory core courses and up to 4 elective core courses.
- If less than 4 elective core courses are chosen, complete remaining elective courses from List A or B.
- If you require progression check for your degree, complete an online request: www.business.unsw.edu.au/students/resources/online-forms
Credits awarded from RPL or professional qualifications
As determined by UNSW Business School, a maximum of 12 UOC may be awarded based on your previous studies and 12 UOC in recognition of a CFP qualification.
If you are awarded credits based on your previous studies and wish to have these credits reversed, please submit an online request for approval: 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
If you are awarded credits based on your previous studies and wish to have these credits reversed, please submit an online request for approval: 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
Pathway programs
If you do not have an undergraduate degree or a credit average in your previous bachelor degree, you may be eligible for the Graduate Certificate in Financial Planning as a pathway program to the Master of Financial Planning program.
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
Category A
Recognised bachelor degree (or equivalent qualification) in Commerce or Finance with a credit average overall, as determined by the UNSW Australia Business School.
Category B
Recognised non-business related bachelor degree (or equivalent qualification) with a credit average overall as determined by the Business School, plus a minimum of two years full time professional work experience.
Recognised bachelor degree (or equivalent qualification) in Commerce or Finance with a credit average overall, as determined by the UNSW Australia Business School.
Category B
Recognised non-business related bachelor degree (or equivalent qualification) with a credit average overall as determined by the Business School, plus a minimum of two years full time professional work experience.
Professional accreditation
The Master of 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, Margin Lending [requires FINS5512, FINS5513, FINS5510, and FINS5537]. Tier 1 Derivatives specialisation compliance requires FINS5535 as an elective.
- Advanced standing requirement towards Financial Planning Association’s CERTIFIED FINANCIAL PLANNER® certification program.
- 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
5273 Financial Planning
Area(s) of Specialisation
Contents
Study Levels
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