Postgraduate TAS-MFP-GDI-2024
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.
Available loans
Australian Higher Education Loan Program (HELP)
Study method
100% online
Price
From
$23,840
Total subjects
8
Assessments
100% online
Credit available
Yes
Applications Close
- 07 Jul 24
Wherever you are, the University of Tasmania brings its island campus to you through a growing range of online programs across art and design, business, education, health, science, sustainability, technology, and more. It’s never too late to switch things up. Kickstart that career you’ve been dreaming about, or upskill for the one you’re in. You’ll also become a part of the world's leading university on climate action.
Learn more about UTAS.
Explore UTAS courses.
QS Ranking 2024
20
Times Higher Education Ranking 2024
19
Need help?
Our student advisors are here to guide you with:
- Enrolling and eligibility
- Fee and loan information
- Credit and recognition for prior learning
When would you like to chat?
Let me pick a time
Find a time that suits you for a free 1:1 consultation.
Call me anytime
An advisor will call you, usually within 30 minutes.
Degree structure
Core subjects
Major subjects
Elective subjects
Degree
Degree details
What you'll learn
Upon successful completion of this program, 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 6- 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.
Career opportunities
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.
Professional recognition
The Graduate Diploma of Financial Planning is an externally accredited degree.
This course is accredited by FASEA and upon completion of the course, graduates meet the Financial Adviser Standards. The Financial Adviser Standards are administered by the Australian government department: Treasury. For further requirements on the Financial Adviser Standards, please visit the Treasury website. Note that there may be additional requirements for becoming a Financial Adviser beyond the completion of the program.
Entry requirements
Higher education
For entry into the Graduate Diploma of Financial Planning, students must meet the following criteria:
- Completed an undergraduate degree, or equivalent, from an approved tertiary institution; or
- Completed a Graduate Certificate, or equivalent, from an approved tertiary institution
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. Refer all applications to UTAS
Credit for previous study or work
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.
Description
The aim of the program 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; 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 program focus on the key areas of financial planning theory, process, strategies and practice.
The program 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 subjects. The program 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 program 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.
Degree structure details
Recommended Study Pattern
For students undertaking full-time study the following study pattern is recommended:
Completion of 8 core subjects from the schedule below:
- TAS-BFA508 Introduction to Financial Planning
- TAS-BFA509 Risk and Estate Planning
- TAS-BFA514 Commercial Law and Financial Services Regulation
- TAS-BFA515 Ethics and Professionalism
- TAS-BFA607 Investment Planning
- TAS-BFA608 Retirement Planning
- TAS-BFA609 Taxation Strategies
- TAS-BFA610 Financial Planning Skills
Award Requirements
Satisfactory completion of 8 subjects, as required in the schedule, within 1-3 years from commencement.
Easy apply
You can apply direct through Open Universities Australia.
Once you've checked your eligibility, apply and enrol for this degree following the steps.
Select ‘Apply now’
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.
We're here to help answer your questions. Our friendly student advisors provide 7 day support.