The Master of Financial Planning is a fully online course designed to provide the educational basis to enable students to increase competence as professional financial advisers and gain an advanced knowledge and understanding of the financial planning industry.
With the increasing complexity of taxation laws, the ageing population and the focus on self-reliance in retirement, the financial planning industry has evolved as a distinct profession in Australia.
Individuals and organisations require the skills of professionally equipped financial planners to assist them in effective investment and risk management and also with complex retirement planning strategies.
The curriculum reflects the Australian environment and laws.
Students may exit, on completion of 40 credit points of units of the course, with a Graduate Certificate in Financial Planning or on completion of 80 credit points with a Graduate Diploma in Financial Planning.This course is accredited by the Financial Adviser Standards and Ethics Authority (FASEA) as outlined under the heading 'Accreditation’ below.The University has approval from the Tax Practitioners Board (TPB) to deliver courses in Australia taxation law for tax (financial) advisers and commercial law for tax (financial) advisers.
Completion of the Master of Financial Planning satisfies the tertiary qualifications requirements to register as a Tax (Financial) Adviser.
Details of which units must be completed to meet these requirements can be found via the link below.Accreditation
This course is accredited by the Financial Planning Association of Australia (FPA).
The course satisfies eligibility requirements for Financial Planner AFP® membership and educational requirements for entry into the Certified Financial Planner CFP® Certification Program of FPA (students will also receive exemption for CFP 2, 3 and 4 therefore must complete CFP 1 to be eligible to sit the CFP Certification Assessment).
This course also meets the RG146 generic knowledge requirements, specialist knowledge requirements and skills requirements as they currently stand.
In addition, by completing the Master of Financial Planning, students satisfy the tertiary qualifications requirements to register as a Tax (Financial) Adviser with the Tax Practitioners Board (TPB).
The Master of Financial Planning is accredited by the Financial Adviser Standards and Ethics Authority (FASEA) having met the FASEA Curriculum and standards requirements for the award.
Qualification for this award requires the successful completion of 120 credit points which includes twelve core units listed in the recommended sequence below.
Recommended Sequence
Full-time
|
Code
|
Name
|
|
201008
|
Communication and Ethics for Financial Planners
|
|
Code
|
Name
|
|
200432
|
Commercial Law
|
|
Code
|
Name
|
|
200866
|
Principles of Financial Planning
|
|
Code
|
Name
|
|
200869
|
Principles of Taxation
|
|
Code
|
Name
|
|
200867
|
Superannuation
|
|
Code
|
Name
|
|
200868
|
Investment Planning
|
|
Code
|
Name
|
|
200870
|
Insurance and Risk Management
|
|
Code
|
Name
|
|
200871
|
Planning for Retirement
|
|
Code
|
Name
|
|
51168
|
Funds Management and Portfolio Selection
|
|
Code
|
Name
|
|
200959
|
Financial Planning Research Project
|
|
Code
|
Name
|
|
200872
|
Contemporary Issues in Taxation
|
|
Code
|
Name
|
|
200960
|
Statement of Advice Research Project
|
Part-time
|
Code
|
Name
|
|
201008
|
Communication and Ethics for Financial Planners
|
|
Code
|
Name
|
|
200866
|
Principles of Financial Planning
|
|
Code
|
Name
|
|
200432
|
Commercial Law
|
|
Code
|
Name
|
|
200869
|
Principles of Taxation
|
|
Code
|
Name
|
|
200868
|
Investment Planning
|
|
Code
|
Name
|
|
200871
|
Planning for Retirement
|
|
Code
|
Name
|
|
200867
|
Superannuation
|
|
Code
|
Name
|
|
200870
|
Insurance and Risk Management
|
|
Code
|
Name
|
|
51168
|
Funds Management and Portfolio Selection
|
|
Code
|
Name
|
|
200872
|
Contemporary Issues in Taxation
|
|
Code
|
Name
|
|
200959
|
Financial Planning Research Project
|
|
Code
|
Name
|
|
200960
|
Statement of Advice Research Project
|
Exit Awards
2794 Graduate Diploma in Financial Planning - 80 credit points, comprising eight units as follows.
|
Code
|
Name
|
|
200432
|
Commercial Law
|
|
Code
|
Name
|
|
200866
|
Principles of Financial Planning
|
|
Code
|
Name
|
|
200867
|
Superannuation
|
|
Code
|
Name
|
|
200868
|
Investment Planning
|
|
Code
|
Name
|
|
200869
|
Principles of Taxation
|
|
Code
|
Name
|
|
200870
|
Insurance and Risk Management
|
|
Code
|
Name
|
|
200871
|
Planning for Retirement
|
|
Code
|
Name
|
|
201008
|
Communication and Ethics for Financial Planners
|
2795 Graduate Certificate in Financial Planning - 40 credit points as follows.
|
Code
|
Name
|
|
201008
|
Communication and Ethics for Financial Planners
|
|
Code
|
Name
|
|
200432
|
Commercial Law
|
|
Code
|
Name
|
|
200866
|
Principles of Financial Planning
|
|
Code
|
Name
|
|
200869
|
Principles of Taxation
|
