C11281v2 Graduate Certificate in Financial Planning

University of Technology Sydney

About

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.

Structure

The course totals 24 credit points and comprises four core subjects.

Course completion requirements

course credit
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

course credit
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

course credit
25772 Financial Planning: Principles and Regulation 6cp
25769 Ethics for Financial Planning 6cp
25770 Behavioural Finance 6cp
Select 6 credit points of options 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.

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.

Institution