University of Technology Sydney

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

Notes

This course is not offered to international students.


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 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.

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)