C04381v3 Master of Financial Planning
Award(s): Master of Financial Planning (MFinPlan)CRICOS code: 107949B
Commonwealth supported place?: No
Load credit points: 72
Course EFTSL: 1.5
Location: City campus
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 is specifically designed to suit the needs of financial professionals interested in developing this career path while working full time and covers the core curriculum required for professional accreditation.
The course has been designed to suit the needs of professionals who currently work full time: most subjects are delivered in a mix of online learning and face-to-face interaction over two weekends. The block mode structure means that students can cover the content and complete the assessments for most subjects in a six-week period. This combines the convenience of online learning with the rich experience of class interaction with a group of highly motivated and engaged peers.
Course aims
The Master of Financial Planning 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 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 and has been designed around the standards of financial planning education as set by the Financial Adviser Standards and Ethics Authority (FASEA). The Master of Financial Planning degree embeds a Graduate Diploma of Financial Planning which is a FASEA approved program.
Course intended learning outcomes
| 1.1 | Critically analyse and apply innovative and integrated solutions to address complex financial planning issues |
| 2.1 | Communicate information clearly in an appropriate form for financial planning clients and other relevant stakeholders |
| 2.2 | Collaborate as a member of a team and interact with stakeholders to deliver financial planning outcomes |
| 3.1 | Critically evaluate and apply social and sustainability principles in a financial planning context |
| 3.2 | Appraise knowledge of diverse cultural and Indigenous perspectives and their implications for the practice of financial planning |
| 4.1 | Integrate advanced knowledge and skills for ethical and effective financial planning practice |
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 international students or 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 with a writing score of 50; or C1A/C2P: 176-184 with a writing score of 169.
Eligibility for admission does not guarantee offer of a place.
International students
Visa requirement: To obtain a student visa to study in Australia, international students must enrol full time and on campus. Australian student visa regulations also require international students studying on student visas to complete the course within the standard full-time duration. Students can extend their courses only in exceptional circumstances.
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 nine core subjects (totalling 54 credit points) plus elective subjects (totalling 18 credit points).
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)