C11281v2 Graduate Certificate in Financial Planning
Award(s): Graduate Certificate in Financial Planning (GradCertFinPlan)Commonwealth supported place?: No
Load credit points: 24
Course EFTSL: 0.5
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 Certificate in Financial Planning is a unique modular experience designed for financial planners who want to improve their professional skills and satisfy the new academic qualification requirements. This includes the bridging courses required by The Financial Adviser Standards and Ethics Authority (FASEA) for the professional accreditation and 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 full time as financial planners: 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 financial planners with a flexible and modular approach specifically designed to suit the needs of financial planners interested in acquiring new skills while working full time.
Course aims
The course 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 financial planners looking to update and enrich their professional skillset. The three core subjects have been approved by the Financial Adviser Standards and Ethics Authority (FASEA).
Course intended learning outcomes
| 1.1 | Demonstrate understanding of fundamental financial planning concepts |
| 1.2 | Apply key concepts in financial planning practice |
| 2.1 | Demonstrate understanding of how data can be used to analyse fundamental issues in the practice of financial planning |
| 2.2 | Use relevant information to solve common financial planning issues |
| 3.1 | Demonstrate knowledge of the basic principles for an effective communication with financial planning clients |
| 3.2 | Use oral communication to interact with financial planning clients and other relevant stakeholders |
| 3.3 | Demonstrate knowledge of 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 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 | Demonstrate competency in key technical and professional skills within the practice of financial planning |
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.
All applicants who do not meet the academic requirement may still be considered on the basis of:
- a minimum of at least four 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.
Recognition of prior learning
There is no recognition of prior learning available for this course.
Course duration and attendance
The course may be completed in one session of full-time study or one year of part-time study.
Course structure
The course totals 24 credit points and comprises four core subjects.
Course completion requirements
| 25772 Financial Planning: Principles and Regulation | 6cp | |
| 25770 Behavioural Finance | 6cp | |
| 25769 Ethics for Financial Planning | 6cp | |
| CBK91773 Elective | 6cp | |
| Total | 24cp |
Course program
A typical course program is provided below, showing the recommended study sequence to 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 | |
| 25769 Ethics for Financial Planning | 6cp | |
| Select 6 credit points of options | 6cp | |
| Autumn commencing, part time | ||
| 25772 Financial Planning: Principles and Regulation | 6cp | |
| 25769 Ethics for Financial Planning | 6cp | |
| 25770 Behavioural Finance | 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, the Graduate Diploma in Financial Planning (C07142) and the Master of Financial Planning (C04381).
Professional recognition
The Graduate Certificate in Financial Planning has been designed around the standards of financial planning education as set by the Financial Adviser Standards and Ethics Authority (FASEA). The three core subjects have been 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)