University of Technology Sydney

C04381v2 Master of Financial Planning

Award(s): Master of Financial Planning (MFinPlan)
Commonwealth supported place?: No
Load credit points: 72
Course EFTSL: 1.5
Location: City campus

Notes

This course is not offered to international students.


Overview
Course aims
Career options
Course intended learning outcomes
Admission requirements
Pathway course
Recognition of prior learning
Course duration and attendance
Course structure
Course completion requirements
Course program
Articulation with UTS courses
Professional recognition
Other information

Overview

The Master of Financial Planning is designed for industry professionals who want a successful career as financial planners. The course covers the core curriculum required for professional accreditation, and at the same time, addresses all the dimensions of the professional profile of modern financial planners.

The course has been designed to suit the needs of people who currently work in the financial industry: each subject is delivered in a mix of online learning and face-to-face interaction over two weekends. This combines the convenience of online learning with the rich experience of class interaction with a group of highly motivated and engaged peers.

This course provides a unique opportunity to acquire the skills and the academic qualification necessary to succeed as a financial planner with a flexible and modular approach specifically designed to suit the needs of financial professionals interested in developing this career path while working full time.

Course aims

The Master of Financial Planning is designed to provide students with financial planning skills and knowledge in a flexible and modular structure which is academically rigorous but also practical and based on a 360-degree view of the professional profile of a modern financial planner.

Career options

The course is intended for people who aspire to become financial planners. The program has been designed to satisfy the academic qualification requirements according to the current framework of the Financial Planning Education Council (FPEC).

Course intended learning outcomes

1.1 Critically analyse complex financial planning concepts
1.2 Demonstrate advanced skills for an effective financial planning practice
2.1 Use relevant information and data to critically analyse complex issues in the practice of financial planning
2.2 Formulate creative and innovative solutions to complex financial planning issues
3.1 Communicate information clearly and fluently in written forms appropriate for financial planning clients and other relevant stakeholders
3.2 Use oral communication to interact effectively with financial planning clients and other relevant stakeholders
3.3 Demonstrate knowledge and best practice for dealing with behavioural biases in communication and interaction with financial planning clients
4.1 Evidence of understanding of ethical and social responsibility in professional practice and personal conduct
4.2 Critically evaluate and apply sustainability principles in an investment and financial planning context
4.3 Demonstrate knowledge of diverse cultural and Indigenous perspectives and their implications for the practice of financial planning
5.1 Apply technical and professional skills effectively within the practice of financial planning
5.2 Execute a substantial evidence-based financial planning advice project

Admission requirements

Applicants must have completed a UTS recognised bachelor's degree, or an equivalent or higher qualification, or submitted other evidence of general and professional qualifications that demonstrates potential to pursue graduate studies.

Minimum Academic Requirement: The previous qualification must be in a related field within the business discipline.

All applicants who do not meet the minimum academic requirement may still be considered on the basis of a minimum of at least two years' full time, or equivalent, relevant work experience.

The relevant work experience must be demonstrated through a C.V. and a Statement of Service, confirming the dates of employment and the position held within the organisation.

The English proficiency requirement for local applicants with international qualifications is: Academic IELTS: 6.5 overall with a writing score of 6.0; or TOEFL: paper based: 550-583 overall with TWE of 4.5, internet based: 79-93 overall with a writing score of 21; or AE5: Pass; or PTE: 58-64; or CAE: 176-184.

Eligibility for admission does not guarantee offer of a place.

Pathway course

Students who do not meet the requirements to gain entry into the Master of Financial Planning may be eligible for entry into the Graduate Certificate in Financial Planning (C11281), or the Graduate Diploma in Financial Planning (C07142). Satisfactory completion of the UTS Graduate Certificate, or satisfactory completion of the UTS Graduate Diploma, allows students to articulate into the Master of Financial Planning.

Recognition of prior learning

The Masters of Financial Planning is a bespoke program, and FASEA accredits many of the subjects. Applications for recognition of prior learning are considered on a case-by-case basis.

Course duration and attendance

The course is offered on a one-and-a-half year, full-time or three-year, part-time basis.

Course structure

The course totals 72 credit points comprising 12 core subjects.

Course completion requirements

STM91581 Core Subjects (Financial Planning) 54cp
CBK92021 Electives (Financial Planning) 18cp
Total 72cp

Course program

A typical course program is provided below, showing the recommended study sequence to ensuring ensure completion of the course within the expected duration. Refer to the Timetable Planner for confirmation of availability.

Autumn commencing, full time
Year 1
Autumn session
25772 Financial Planning: Principles and Regulation   6cp
25770 Behavioural Finance   6cp
79708 Contemporary Business Law   6cp
25769 Ethics for Financial Planning   6cp
Spring session
25773 Investments and Risk Management   6cp
25775 Superannuation and Financial Planning   6cp
25888 Financial Planning and Taxation   6cp
77980 Estate and Retirement Planning   6cp
Year 2
Autumn session
25771 Financial Planning in Practice (Capstone)   6cp
Select 18 credit points of options   18cp
Autumn commencing, part time
Year 1
Autumn session
25772 Financial Planning: Principles and Regulation   6cp
25769 Ethics for Financial Planning   6cp
Spring session
25770 Behavioural Finance   6cp
79708 Contemporary Business Law   6cp
Year 2
Autumn session
25888 Financial Planning and Taxation   6cp
77980 Estate and Retirement Planning   6cp
Spring session
25773 Investments and Risk Management   6cp
25775 Superannuation and Financial Planning   6cp
Year 3
Autumn session
Select 12 credit points of options   12cp
Spring session
25771 Financial Planning in Practice (Capstone)   6cp
Select 6 credit points of options   6cp

Articulation with UTS courses

This course is part of an articulated program comprising the Graduate Certificate in Financial Planning (C11281), the Graduate Diploma in Financial Planning (C07142) and the Master of Financial Planning.

Professional recognition

The Master of Financial Planning has been designed around the standards of financial planning education as set by the Financial Adviser Standards and Ethics Authority (FASEA). The embedded Graduate Diploma of Financial Planning is a FASEA approved program.

Other information

Further information is available from the UTS Business School on:

telephone 1300 ask UTS (1300 275 887)
email business@uts.edu.au
Business (Postgraduate)