Graduate Diploma of Financial Planning

Financial Planner

Assist individuals and companies to reach their long-term financial goals. Provide expert advice on investing, retirement planning, superannuation and other key financial aspects of people's lives.

Tax Analyst

Help individuals and organisations prepare their tax returns, with tax planning and tax accounting. With your expert tax law knowledge, you'll be essential during the end-of-financial-year.

Treasury roles

Focuses on cash management, corporate finance and financial risk management within a business.

Professional recognition

A qualification approved by the Financial Adviser Standards and Ethics Authority (FASEA) is mandatory for all financial planners. Swinburne Online’s FASEA-approved Graduate Diploma in Financial Planning is a great way to meet the new education requirements for existing financial planners, as well as people who are looking to start their career in the field.

Higher education

To gain entry into this course, applicants must meet the following entry criteria:

A recognised bachelor degree in a related discipline

OR

A recognised bachelor degree in any discipline PLUS a minimum of two years equivalent full-time relevant professional experience

OR

A Graduate Certificate of Financial Planning.

Recognition of Prior Learning (RPL) allows students to gain credit (advanced standing) towards their course in recognition of skills and knowledge gained through work experience, life experience and/or formal training. Applicants are assessed on a case-by-case basis. Speak to a Course Consultant about applying for RPL.

A qualification approved by the Financial Adviser Standards and Ethics Authority (FASEA) is mandatory for all financial planners. Swinburne Online’s FASEA-approved Graduate Diploma in Financial Planning is a great way to meet the new education requirements for existing financial planners, as well as people who are looking to start their career in the field.

This qualification will equip you with knowledge in investment, insurance, taxation, superannuation and estate planning. It develops the analytical and creative skills you will need for tackling Financial Planning issues within planning and decision making.

Studying online gives you the benefit of upskilling and earning your qualification without having to put your life on hold. You can continue to work and study at the same time.

The Graduate Diploma of Financial Planning is also accredited by the Financial Planning Association of Australia (FPA). While you are studying you can become a member of the FPA for free to get access to a network of financial planning professionals and resources. Existing members of the FPA will receive a 15% discount for this course.

Recommended Study Pattern

Elements of Financial Planning and Regulation (FIN60010)

Behavioural Finance and Investment (FIN60011)

Corporations and Contract Law (LAW60003)

Ethics and Client Management (FIN60012)

Insurance and Estate Planning (FIN80022)

Superannuation and Retirement Planning (FIN80023)

Taxation Principles and Planning (ACC80012)

Accounting Systems and Reporting (ACC60008)

Award Requirements

To qualify for the award of Graduate Diploma of Financial Planning [Online Learning], students must complete 100 credit points comprising of:

• Eight prescribed units of study (100 credit points)