Financial Planning - 9273
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: 72
Award(s):
Master of 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 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 online and face-to-face learning courses to suit your work/life balance.
Program Objectives and Graduate Attributes
Program Structure
Complete 8 compulsory core courses (48 UOC).
- 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)
- 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)
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)
- FINS5543 Aged Care Planning (6 UOC)
- FINS5555 Behavioural Approach Finance (6 UOC)
- FINS5566 Trading - Financial Securities (6 UOC)
- FINS5568 Capstone Portfolio Mgmt Proces (6 UOC)
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)
The Master of 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.
All the Finance courses in the program are offered face-to-face at UNSW Kensington Campus and the courses delivered online are: the core finance courses, the legal foundation core course, plus a selection of flexible core and elective courses
Academic Rules
- 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
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
Fees
Entry requirements
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
- 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 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
5273 Financial Planning