Graduate Diploma in Financial Planning
Practice as a financial planner under new Australian regulations
Meet the requirements needed to practice as a financial planner. Whether you need to upskill your existing financial knowledge to meet new industry requirements, or are simply keen to learn the ins and outs of finance, this course could be for you. Approved by the Financial Adviser Standards and Ethics Authority (FASEA).
Australian Higher Education Loan Program (HELP)
- 01 Nov 20
- 27 Dec 20
The University of South Australia, UniSA, is ranked in the top 10 universities nationally and amongst the very best young universities in the world. They offer over 200 world-class degrees that are informed by industry and delivered with a highly practical approach to teaching and learning. In fact, they are South Australia’s number one university for graduate careers. They are a valuable partner with Open Universities Australia.
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This program consists of eight advanced financial planning courses, which you can complete in one year of full-time study (or part-time equivalent). Recognition of Prior Learning (RPL) based on FASEA requirements for existing advisers will be considered and can reduce the number of courses you must complete.
Your qualification will complement your industry experience and advance your knowledge in specialist areas such as investment management, estate planning, superannuation, and tax.
You can study compulsory bridging courses that have been outlined in FASEA’s education requirements including Ethics and Professionalism, Financial Advice Regulatory and Legal Obligations, and Behavioural Finance Client and Consumer Behaviour. As a graduate, you can be confident you’ll leave with the essential educational requirements to practice as a qualified financial planner.
If you’re an experienced adviser, your Graduate Diploma is an opportunity to sharpen your technical ability, legal knowledge and industry expertise. Aside from learning new and relevant legislation, regulations and codes of practice, you’ll also enhance your skills in building and managing client relationships - a critical focus area for future financial planners. Throughout your studies, you’ll gain contemporary career planning strategies and techniques to boost your employability and achieve your career goals. You’ll also have opportunities to build your networks, connect with the leading industry body, the Financial Planners Association (FPA) as well as other industry professionals.
Note: Single courses are also available for existing financial advisers who only wish to complete one or more bridging courses to meet FASEA requirements.
Careers to consider include:
- Qualified financial planner or financial adviser: help clients to meet short-term and long-term financial goals; assist with legal and financial documents, financial laws and regulatory requirements; provide advice on personal investments and security planning, estate planning, tax planning, employee benefits planning and insurance planning; and deliver a high-quality customer experience.
- Investment adviser or manager: develop financial plans and investment strategies for individuals and organisations; monitor investment performance and review investment plans based on needs and changes in the market; buy and sell stocks and bonds for clients; and provide advice on tax implications, securities, insurance cover, pension plans and real estate.
- Insurance broker: research and review available finance and insurance products to meet client requirements; arrange insurance, home loan mortgages and other types of finance for clients through banks, lenders, financiers and insurance companies; help clients understand insurance policy conditions, risks, premium rates and benefits; prepare reports for underwriters and liaise with other insurance professionals.
- Estate planner: provide clients with legal, financial and accounting advice to ensure long term financial protection of their estate during life and post-mortem; help ensure any assets are dispersed according to the wishes of the deceased in an effective way; and develop estate plans which may include preparing wills, life insurance, family trusts and manage tax implications for beneficiaries.
- Superannuation consultant: provide compliant financial advice in areas such as personal and business superannuation, retirement income stream products, pensions rollovers and annuities; interpret new legislation changes and consider the impact of those changes on the portfolio of funds, help clients understand merits of Self Managed Superannuation Funds (SMSF), and develop retirement plan strategies.
- Wealth manager: deliver holistic wealth management strategies and plans to help clients grow and sustain long-term financial goals; provide services across a range of areas including financial planning, investment management, and financial advice on pensions, trusts, inheritances, estate planning, retirement planning, and tax bands; and possess knowledge of software solutions and key platforms in the industry.
- Client relationship manager: proactively engage clients by providing high value, holistic and strategic financial advice; identify opportunities to build new client relationships and strengthen existing ones; research the latest products and regulations; and focus on delivering a high-quality customer experience.
This program is approved by the Financial Adviser Standards and Ethics Authority (FASEA).
Applicants are required to have one of the following:
A completed bachelor degree in an accounting, finance, economics or financial planning discipline from a recognised higher education institution or equivalent; or
A completed graduate certificate or higher postgraduate qualification in an accounting, finance, economics or financial planning discipline from a recognised higher education institution; or
A completed diploma or advanced diploma in financial planning and two years relevant professional experience.
UniSA Online’s Graduate Diploma in Financial Planning is approved by the Financial Adviser Standards and Ethics Authority (FASEA) and will equip you with the essential educational requirements to practice as a financial planner under new Australian regulations.
We’ve worked closely with industry to develop our course content, and regularly consult with FASEA to ensure your Graduate Diploma meets the most up-to-date education requirements.
All course content and assessments are delivered 100% online, which means you’ll have the flexibility to continue to work while you study. If you have a relevant degree, you may also be eligible to apply for credit, which means you could potentially finish your degree sooner, saving you both time and money.
Recommended Study Pattern
- Financial Advice Regulatory and Legal Obligations
- Ethics and Professionalism
- Investment Management
- Superannuation G
- Risk Management and Insurance G
- Estate Planning G
- Applied Financial Planning G