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.

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

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.

The Graduate Diploma in Financial program consists 8 courses (48 UOC):

Complete 6 compulsory core courses (48 UOC).

Complete 2 elective courses (12 UOC) from the following list:

The Graduate Diploma in 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.

1 year full-time, 2 years part-time (48 UOC).

Note: Articulation into the Master of Financial Planning requires an achievement of 65 Weighted Average Mark (WAM). On successful completion of the Graduate Certificate you will need to complete an internal transfer online form:www.business.unsw.edu.au/students/resources/online-forms

For information regarding fees for UNSW programs, please refer to the following website:  UNSW Fee Website.

Recognised bachelor degree (or equivalent qualification) with a credit average overall, as determined by the UNSW Australia Business School.

The Graduate Diploma in Financial planning graduates can claim compliance to:

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
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