Graduate Diploma of Financial Planning

Central Queensland University

About

In this course you will develop the capacity to identify, analyse and resolve problems relating to professional practice in Financial Planning.

The course provides specific studies in the Financial Planning field sufficient to fulfil the educational requirements for certification as a Financial Planner.

Upon graduation you will be able to seek employment in a range of occupations related to Financial Planning practice.

Structure

Core Structure

Course Structure

--> In order to complete this course, you must:

  1. Complete the core structure

Core Structure

--> View Full Course Structure -->
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Number of units: 8 Total credit points: 48

All units in the Graduate Diploma of Financial Planning are compulsory.

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Available units
Students must complete the following compulsory units:
--> FINC20030 Behavioural Finance -->
--> FINC20031 Ethical Financial Planning Practice -->
--> FINC20029 Financial Advice and Corporations Law -->
--> FINC20026 Superannuation and Wealth Planning -->
--> LAWS20060 Taxation Law of Australia -->
--> FINC20028 Risk Management and Insurance -->
--> FINC20027 Retirement and Estate Planning -->
--> FINC20024 Professional Advice Project -->

Entry requirements

What do I need to start?

Entry Scores

Entry Requirements

To be eligible for entry into this course, applicants must demonstrate one of the following:

1. A completed Australian Bachelor degree, or equivalent qualification, in any discipline from a recognised tertiary institution OR

2. A completed Graduate Certificate in Financial Planning, or equivalent, OR

3. A completed Diploma of Financial Planning, or equivalent, current registration as a certified practicing financial planner, and 5 years relevant work experience.

Advanced standing may be awarded to prospective students who have additional relevant experience in the financial planning industry and who may have completed formal and informal training. In all cases, external articulation will be considered in accordance with Australian Qualifications Framework (AQF) guidelines, CQU policies and industry accreditation requirements.

Security Requirements

No information available at this time

Health Requirements

No information available at this time

Assumed Knowledge

Previous studies in Accounting, Business, Commerce, Finance, Financial Planning, Property would be useful.

Fees and Charges

  • Domestic Fees -->

Learning outcomes

Core Learning Outcomes

  • 1.
  • Articulate the theory and advanced practice of financial planning
  • 2.
  • Critically apply advanced financial planning theory
  • 3.
  • Identify and respond to ethical issues in professional financial planning practice
  • 4.
  • Effectively communicate in a range of academic, non-specialist and professional contexts
  • 5.
  • Undertake research, evaluate information and synthesise relevant issues in financial planning and related fields
  • 6.
  • Learn and work independently and collaboratively as a basis for self-managed lifelong learning.
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  Course Learning Outcomes
Australian Qualifications Framework Descriptors 1 2 3 4 5 6
1. KNOWLEDGE Have advanced knowledge within a systematic and coherent body of knowledge that may include the acquisition and application of knowledge and skills in a new or existing discipline or professional area --> --> --> -->
2. SKILLS Have cognitive skills to review, analyse, consolidate and synthesise knowledge and identify and provide solutions to complex problems --> --> --> --> -->
3. SKILLS Have cognitive skills to think critically and to generate and evaluate complex ideas --> --> --> --> -->
4. SKILLS Have specialised technical and creative skills in a field of highly skilled and/or professional practice --> --> --> --> -->
5. SKILLS Have communication skills to demonstrate an understanding of theoretical concept -->
6. SKILLS Have communication skills to transfer complex knowledge and ideas to a variety of audiences -->
7. APPLICATION OF KNOWLEDGE & SKILLS Be able to make high level, independent judgements in a range of technical or management functions in varied specialised contexts --> --> --> --> -->
8. APPLICATION OF KNOWLEDGE & SKILLS Be able to initiate, plan, implement and evaluate broad functions within varied specialised technical and/or creative contexts --> --> --> --> -->
9. APPLICATION OF KNOWLEDGE & SKILL Be responsible and accountable for personal outputs and all aspects of the work or function of others within broad parameters --> --> --> --> -->

Institution