This program is designed to provide a sound understanding of the process of financial planning, together with the fundamental skills and knowledge required in professional practice. The course provides a good foundation for those wanting to gain employment in the finance industry and also enables professionals currently employed in these areas to further develop their skills.
A bachelor degree from a recognised university in a field other than financial planning. Applicants with a non-business background may be required to complete up to an additional four foundation units.
Applications for recognition of prior learning are assessed on an individual basis.
This fee paying course is three semesters full-time or equivalent part-time study. Some units are available externally. Depending on their previous field of study students may be required to complete up to four additional foundation units before commencing the first stage
This course is registered by the Financial Planning Association of Australia (FPA) as an approved postgraduate qualification leading to the Certified Financial Planner (CFP) certification assessment. This bypasses the CFP education program required of those with undergraduate qualifications in financial planning. The course is on the financial services training register as meeting the knowledge and skills requirements of the Australian Securities and Investments Commission (ASIC) Policy Statement (PS) 146.
Students may be expected to purchase a number of textbooks, readers and other essential study materials.
Course Structure |
Hrs/Wk |
Credit |
|||
Year 1 |
|||||
11945 | v.5 | Taxation 531 | 3.0 | 25.0 | |
13200 | v.3 | Finance (Instruments and Markets) 559 | 3.0 | 25.0 | |
301341 | v.3 | Finance (Personal) 520 | 3.0 | 25.0 | |
305813 | v.3 | Finance (Principles) 515 | 3.0 | 25.0 | |
100.0 | |||||
Year 2 |
|||||
301337 | v.3 | Finance (Analysis) 506 | 3.0 | 25.0 | |
301339 | v.3 | Finance (Risk and Insurance) 509 | 3.0 | 25.0 | |
301342 | v.3 | Estate Planning 526 | 3.0 | 25.0 | |
6879 | v.4 | Income Property Analysis 550 | 3.0 | 25.0 | |
100.0 | |||||
Year 3 |
|||||
12751 | v.3 | Finance (Portfolio Management) 571 | 3.0 | 25.0 | |
12752 | v.3 | Finance (Corporate) 572 | 3.0 | 25.0 | |
OR | |||||
12754 | v.3 | Finance (Derivative Securities) 574 | 3.0 | 25.0 | |
13315 | v.2 | Superannuation and Retirement Planning 621 | 3.0 | 25.0 | |
301340 | v.3 | Finance (Plan Construction) 519 | 3.0 | 25.0 | |
100.0 | |||||
Year | Location | All* | Internal | Partially Online Internal^ | External | Fully Online# | |
2007 | Bentley Campus | Semester 1 | Y | ||||
2007 | Bentley Campus | Semester 2 | Y | ||||
2008 | Bentley Campus | Semester 1 | Y | ||||
2008 | Bentley Campus | Semester 2 | Y |
The information displayed above refers to study periods and locations where the course is available for first time entry. Students are normally only offered or admitted to a course once.
*The course itself may not be available either solely internally or externally but individual units may be offered in either or both of those modes. Prospective students should contact the Course Coordinator for further information.
^Course and associated units are offered in this mode permitting International Onshore student enrolment.
#Course and associated units are offered in this online only mode and DO NOT permit International Onshore student enrolment.