Graduate Diploma of Financial Planning
Become confident in providing compliant advice
Graduate as a financial planner who feels assured in giving compliant financial advice. Hone your knowledge in planning and para-panning services, different financial products and meeting various clients’ needs.
Applications for 2021 have closed. Apply for 2022
Australian Higher Education Loan Program (HELP)
Subjects may require attendance
- No dates available
Australia’s fourth oldest university, the University of Tasmania, is highly regarded internationally for teaching and academic excellence. The university offers more than 100 undergraduate degrees and more than 50 postgraduate programs across a range of disciplines. The university offers students a diverse range of opportunities, the chance to learn from leading experts, and excellent preparation for their future careers.
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On successful completion of this degree, students should be able to:
- Apply advanced knowledge and understanding (including critical understanding of theories and principles) of the practice of financial planning
- Use advanced skills and abilities to apply the six step financial planning process in accordance with Financial Planning Standards Board standards and ethical practices
- Exhibit the competence to manage complex technical or professional activities or projects in the field of financial planning, with responsibility for decision making
- Demonstrate commitment to ethical behaviour, and compliance with a code of ethics and/or code of professional conduct commitment to providing financial planning in the best interests of clients while observing all legislated and professional ethical obligations including those prescribed under ASIC’s RG 146
Graduates will be qualified to become financial planners with the capacity to reflect on experiences and interpret complex information and practices through research and inquiry.
The Graduate Diploma in Financial Planning is designed for financial planners who provide a range of standard financial planning services and individuals providing specialist para-planning services. It provides a range of skills and knowledge associated with providing compliant financial advice to a range of clients across different types of financial products. Work functions in the occupational areas where this qualification may be used are subject to regulatory requirements.
Accreditation with Financial Planners Association of Australia for recognition as approved Certified Financial Planner certification
Students may apply based on previous higher education study:
- Completed Bachelor degree
- Completed Graduate Certificate in Business studies (or equivalent)
Work and Life
Students may apply based on qualifications, relevant work experience or other special circumstances, as approved by the Executive Dean or delegated authority.
The University of Tasmania grants credit and recognition of prior learning that may include formal and/or informal prior learning. More information is available here
The aim of this degree is to provide a sound understanding of the process of financial planning, together with some of the fundamental skills and knowledge that are required. In line with these objectives, each of the recognised steps in the financial planning process that have been developed by financial planners will be examined in detail, namely: gathering qualitative and quantitative data; identifying goals; identifying financial problems including: setting priorities, deciding on trade offs and considering opportunity costs; preparing or interpreting written recommendations; implementing agreed-upon plans; and, reviewing, revising and maintaining personal financial plans.
The key areas that are important for the financial planning process are examined, namely: the regulatory framework, investments, managed funds, superannuation, home ownership, risk management and insurance, taxation, consumer credit, social security, and estate planning. The role of institutional culture and organisational systems impacting on ethical practice and the need and opportunity to professionalise financial advice will be examined. Learning and teaching in this degree focus on the key areas of financial planning theory, process, strategies and practice. The degree takes a structured, scaffolded approach (over two semesters) to its curriculum, where knowledge, skills and graduate attributes are built over time through an integrated and complementary set of financial planning units.
The degree is based around a dynamic, real world learning approach to student centred education, where students take responsibility for their own learning. Blended learning, as the central teaching and learning philosophy, forms the basis of the learning experience, where the class – whether online or face to face – is a space for in-depth, theory-practice discussion with peers, academic staff and financial planning professionals. The degree is designed to develop students’ knowledge and skills to apply financial planning philosophy and theory to analyse, evaluate and develop solutions and strategies to financial planning problems through authentic, problem-based learning.
The Graduate Diploma in Financial Planning is designed for financial planners who provide a range of standard financial planning services and individuals providing specialist para-planning services. It provides a range of skills and knowledge associated with providing compliant financial advice to a range of clients across different types of financial products. Graduates will have the capacity to reflect on experiences, and interpret complex information and practices through research and inquiry. Work functions in the occupational areas where this qualification may be used are subject to regulatory requirements.
Recommended Study Pattern
Students are recommended to follow the below structure of subjects as outlined.
- Semester 1
- Semester 2
- Semester 1
- Semester 2
To be awarded with the Graduate Diploma of Financial Planning students must complete the eight required subjects.
You can apply direct through Open Universities Australia.
Once you've checked your eligibility, apply and enrol for this degree following the steps.
Select “See subjects”
Choose subjects to begin your application. You can choose 1 or 2 subjects to start.
Complete your details
Provide your details and select a funding option. You can pay up-front or apply for government funding in your application.
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