C07142v2 Graduate Diploma in Financial Planning
University of Technology Sydney
About
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 covers the core curriculum required for the professional accreditation but, at the same time, 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:
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 a financial planner.
It has a flexible and modular approach specifically designed to suit the needs of financial planners interested in acquiring new skills while working full time.
Structure
The course totals 48 credit points and comprises eight core subjects.
Course completion requirements
| course | credit |
|---|---|
| 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
| course | credit |
|---|---|
| 25772 Financial Planning: Principles and Regulation | 6cp |
| 25770 Behavioural Finance | 6cp |
| 79708 Contemporary Business Law | 6cp |
| 25769 Ethics for Financial Planning | 6cp |
Spring session
| course | credit |
|---|---|
| 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
| course | credit |
|---|---|
| 25772 Financial Planning: Principles and Regulation | 6cp |
| 25769 Ethics for Financial Planning | 6cp |
Spring session
| course | credit |
|---|---|
| 25770 Behavioural Finance | 6cp |
| 79708 Contemporary Business Law | 6cp |
Year 2
Autumn session
| course | credit |
|---|---|
| 25888 Financial Planning and Taxation | 6cp |
| 77980 Estate and Retirement Planning | 6cp |
Spring session
| course | credit |
|---|---|
| 25775 Superannuation and Financial Planning | 6cp |
| 25773 Investments and Risk Management | 6cp |
Entry 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.
Institution
