Financial Planning - 5273
Program Summary
Faculty: UNSW Business School
Contact: UNSW Business School Student Centre
Campus: Sydney
Career: Postgraduate
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
If you are a prospective student researching your study options, please visit UNSW Business School website for more information.
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.
Program Objectives and Graduate Attributes
Program Structure
Complete 6 compulsory core courses (48 UOC).
- 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)
Academic Rules
- 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
Fees
Entry requirements
Professional accreditation
- 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 TABL5527 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 TABL5527).
Further Information
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