University of Technology Sydney

C04438v2 Master of Finance Master of Financial Planning

Award(s): Master of Finance (MFin)
Master of Financial Planning (MFinPlan)

CRICOS code: 106151D
Commonwealth supported place?: No
Load credit points: 96
Course EFTSL: 2
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 Finance Master of Financial Planning is a double degree that covers the distinct but connected domains of finance and financial planning. The discipline of finance covers the management, creation and study of money and investments. It addresses broad financing and investment issues relevant to individuals, companies and governments. It also incorporates the overall finance system and addresses issues such as the structure and regulation of markets. Financial planning is a related discipline that addresses personal finance decisions and determines how individuals will achieve strategic goals and objectives. It draws on many of the fundamental skills in mainstream finance and incorporates regulatory, legal and taxation concepts.

The double degree seeks to provide students with a depth and breadth of understanding in finance and financial planning. The double degree provides a well-rounded education and a more skilled financial practitioner. The skills complement each other and reinforce themes of market efficiency, integrity, ethical behaviour, sustainability, and stability.

Course aims

The combined Master of Finance Master of Financial Planning is designed to provide students with breadth in financial planning skills and depth in finance skills.

Career options

The course is intended for people who aspire to work in the finance industry and/or become financial planners. The career options include management-level positions in industry or government. The program has been designed to satisfy the academic qualification requirements according to the current regulatory framework.

Course intended learning outcomes

MF.1.1 Critically analyse and apply innovative and integrated solutions to address complex business decisions
MF.2.1 Communicate financial information and decisions clearly in an appropriate form to business stakeholders
MF.2.2 Interact with colleagues and stakeholders to work effectively in teams and deliver agreed project outcomes
MF.3.1 Critically evaluate and apply sustainability principles to decisions in business contexts
MF.3.2 Appraise the practices of Indigenous businesses, their partners and financial innovations that are relevant to Indigenous households and businesses
MF.4.1 Lead ethical principles in professional financial practice
MF.4.2 Integrate high-level technical skills and knowledge necessary for professional practice in the finance industry
MFP.1.1 Critically analyse and apply innovative and integrated solutions to address complex financial planning issues
MFP.2.1 Communicate information clearly in an appropriate form for financial planning clients and other relevant stakeholders
MFP.2.2 Collaborate as a member of a team and interact with stakeholders to deliver financial planning outcomes.
MFP.3.1 Critically evaluate and apply social and sustainability principles in a financial planning context
MFP.3.2 Appraise knowledge of diverse cultural and Indigenous perspectives and their implications for the practice of financial planning
MFP.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.

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; or CAE: 176-184.

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 Finance Master of Financial Planning may be eligible for entry into the Graduate Certificate in Finance (C11027). Satisfactory completion of the UTS Graduate Certificate allows students to articulate into the Master of Finance Master of Financial Planning.

Recognition of prior learning

Students may be granted a maximum of eight subject exemptions, of which four core subjects may be approved from prior undergraduate study. For more information about the application process, see How to Apply for Recognition of Prior Learning.

Course duration and attendance

The course is offered on a two-year, full-time or four-year part-time basis.

Course structure

The course comprises 96 credit points, made up of seven core finance subjects (totalling 42 credit points) and eleven core financial planning subjects (totalling 54 credit points).

Course completion requirements

STM91597 Core subjects (Finance) 42cp
STM91581 Core Subjects (Financial Planning) 54cp
Total 96cp

Course program

A typical course program is provided below, showing a suggested study sequence. Most of the subjects are offered in Autumn, Spring and Summer sessions.

Refer to the Timetable Planner for confirmation of availability.

Autumn commencing, full time
Year 1
Autumn session
25741 Capital Markets   6cp
25742 Financial Management   6cp
25770 Behavioural Finance   6cp
25772 Financial Planning: Principles and Regulation   6cp
Spring session
25705 Financial Modelling and Analysis   6cp
22747 Accounting for Managerial Decisions   6cp
25773 Investments and Risk Management   6cp
25775 Superannuation and Financial Planning   6cp
Year 2
Autumn session
25743 Advanced Corporate Valuation   6cp
23706 Economics for Management   6cp
79708 Contemporary Business Law   6cp
25769 Ethics for Financial Planning   6cp
Spring session
25888 Financial Planning and Taxation   6cp
77980 Estate and Retirement Planning   6cp
25848 Applied Cases in Finance (Capstone)   6cp
25771 Financial Planning in Practice (Capstone)   6cp
Spring commencing, full time
Year 1
Spring session
25741 Capital Markets   6cp
25742 Financial Management   6cp
25773 Investments and Risk Management   6cp
25775 Superannuation and Financial Planning   6cp
Year 2
Autumn session
25705 Financial Modelling and Analysis   6cp
22747 Accounting for Managerial Decisions   6cp
25770 Behavioural Finance   6cp
25772 Financial Planning: Principles and Regulation   6cp
Spring session
23706 Economics for Management   6cp
25743 Advanced Corporate Valuation   6cp
25888 Financial Planning and Taxation   6cp
77980 Estate and Retirement Planning   6cp
Year 3
Autumn session
79708 Contemporary Business Law   6cp
25769 Ethics for Financial Planning   6cp
25848 Applied Cases in Finance (Capstone)   6cp
25771 Financial Planning in Practice (Capstone)   6cp

Articulation with UTS courses

This course is part of an articulated program comprising the Graduate Certificate in Finance (C11027), and the Master of Finance Master of Financial Planning.

Professional recognition

Completion of the Master of Finance meets the education requirements for Affiliate membership and, in conjunction with work experience, the requirements for Associate membership with the Financial Services Institute of Australasia (FINSIA).

UTS is recognised as an affiliated university under the CFA® (Charted Financial Analyst®) University Affiliation Program based on the Master of Finance degree.

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) and 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)