C07142v3 Graduate Diploma in Financial Planning
Award(s): Graduate Diploma in Financial Planning (GradDipFinPlan)CRICOS code: 107948C
Commonwealth supported place?: No
Load credit points: 48
Course EFTSL: 1
Location: City campus
Overview
Course aims
Career options
Course intended learning outcomes
Admission requirements
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 Graduate Diploma in Financial Planning is a unique modular experience designed for financial planners with a degree in unrelated fields who want to improve their professional skills and satisfy the Financial Adviser Standards and Ethics Authority (FASEA) qualification requirements.
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 each subject 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 Graduate Diploma 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 aspiring financial planners looking enrich their professional skillset and satisfy the required educational standards. The program has been approved by the Financial Adviser Standards and Ethics Authority (FASEA).
Course intended learning outcomes
| 1.1 | 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 | Evaluate and apply social and sustainability principles in a financial planning context |
| 3.2 | Apply knowledge of diverse cultural and Indigenous perspectives and their implications for the practice of financial planning |
| 4.1 | Integrate 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 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.
Recognition of prior learning
The Graduate Diploma of Financial Planning is a bespoke program accredited by FASEA. Applications for RPL will be considered on a case-by-case basis.
Course duration and attendance
The course may be completed in one year of full-time study or two years of part-time study.
Course structure
The course totals 48 credit points and comprises eight core subjects.
Course completion requirements
| 25772 Financial Planning: Principles and Regulation | 6cp | |
| 25773 Investments and Risk Management | 6cp | |
| 79708 Contemporary Business Law | 6cp | |
| 25769 Ethics for Financial Planning | 6cp | |
| 25888 Financial Planning and Taxation | 6cp | |
| 25775 Superannuation and Financial Planning | 6cp | |
| 77980 Estate and Retirement Planning | 6cp | |
| 25770 Behavioural Finance | 6cp | |
| Total | 48cp |
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 | ||
| 25888 Financial Planning and Taxation | 6cp | |
| 77980 Estate and Retirement Planning | 6cp | |
| 25773 Investments and Risk Management | 6cp | |
| 25775 Superannuation and Financial Planning | 6cp | |
| 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 | ||
| 25775 Superannuation and Financial Planning | 6cp | |
| 25773 Investments and Risk Management | 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, and the Master of Financial Planning (C04381).
Professional recognition
The Graduate Diploma in Financial Planning is approved by the Financial Adviser Standards and Ethics Authority (FASEA).
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)