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.

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 Master of Financial Planning program consists of 12 courses (72 UOC):

Complete 8 compulsory core courses (48 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.

Elective Courses:

Choose up to 2 courses (up to 12 UOC) from List A:
List A

Choose up to 1 course (6 UOC) from List B:
List B

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

1.5 years full-time, 3 years part-time (72 UOC).

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 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.

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

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.

The Master of 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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