- Trimester 1 - 28 Jan 2020
- Trimester 2 - 11 May 2020
- Trimester 3 - 24 Aug 2020
Face to Face
0.5 years part-time up to 3 years maximum.
The Graduate Certificate in Financial Planning (GCFP) program will equip you with the investment skills and knowledge to successfully work in the financial services industry. The program will see you graduate with an awareness of the ethical and legal standards within financial planning, an understanding of investment concepts and its applications to client relationships and provision of advices, analytical and critical thinking skills to analyse and communicate investment and financial advice problems.
For experienced advisers holding a related degree, the GCFP program offers an opportunity to meet Financial Adviser Standards and Ethics Authority (FASEA) educational standards by completing three FASEA-approved bridging courses as part of the program: GSBS6516 Ethics in Financial Services, GSBS6517 Behavioural Finance and Client Relationships, and LEGL6006 Financial Service Regulations and Law.
Program learning outcomes
On successful completion of the program students will have:
- Awareness of ethical and legal standards and their implications on professional practices of financial planning.
- Capacity to apply investment concepts and behavioural theory to client relationships and the provision of advice.
- Analytical and critical thinking skills to analyse investment and financial advice problems.
- Skills to effectively communicate financial information and advice to clients, professional peers and regulators.
- Capacity to provide advice to clients that is compliant with ethical and legal standards.
|Information correct as at||14 Aug 2020 9:55 am|
Level 8 Graduate Certificate
|Locations and UAC codes|
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|Assumed knowledge||There is an expectation that students will hold some relevant working knowledge and industry experience.|
|Relevant University rules and policies|
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Admission into the Graduate Certificate of Financial Planning will be strictly available to applicants who have been working in the industry for at least one year and were listed on the Australian Securities and Investment Commission's (ASIC) financial adviser register as of 1 Jan 2019 (ie to be considered as “existing advisers” according to FASEA’s FPS001 policy). Specifically, applicants must have a:
- Bachelor Degree in a related discipline + 1 year relevant industry experience; or
- Diploma qualification in a related discipline + 1 year relevant industry experience; or
- Diploma qualification in a non-related discipline + 2 years’ relevant industry experience; or
- Minimum 5 years’ relevant industry work experience.
Minimum English language proficiency requirements
All Applicants must demonstrate that they meet the University’s English proficiency requirement. Further information regarding English language proficiency requirements can be found at the English Language Proficiency for Admission Policy here.
If you wish to apply for credit for studies completed at another institution, or if you are changing programs within the University and wish to transfer your credit to the new program, visit the University's credit website for more information on applying for credit.
Academic requirements for program completion
Total units required
0.5 years part-time up to 3 years maximum.
The Graduate Certificate in Financial Planning (GCFP) requires successful completion of 40 units of core courses.
Students are advised to read their program handbook information in conjunction with the program plans for course sequence/enrolment advice. Please refer to the Program Plan for the year that you commenced, or transitioned into, this program - Program Plans are available above.
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Complete all Core courses
|Code||Title||Term / Location||Units|
|GSBS6140||Investment Analysis||10 units|
|GSBS6516||Ethics in Financial Services||10 units|
|GSBS6517||Behavioural Finance and Client Relationships||Not currently offered||10 units|
|LEGL6006||Financial Service Regulations and Law||10 units|
Additional Information (Prospective Students)
All students can access free academic skills and support provided by Academic Learning Support through the Pathways and Academic Learning Support Centre.
Aboriginal and Torres Strait Islander students can draw on the assistance and support provided by the Indigenous Student Support and Development service through The Wollotuka Institute.
All International Students enrolled in the program will be provided with an orientation to familiarise them with the rules, expectations, facilities and services offered by the University. Please visit our International Students website to find out more about the support services available to international students.
AccessAbility provides advice and reasonable adjustments to Students with a medical or health condition or disability. If you require adjustments to undertake your program, contact the Student Support Advisors - AccessAbility before semester or early in the semester. They will work with the Faculty or School to ensure that this happens in a timely manner.
Please note: All students must fulfil the inherent requirements of the programs and courses they are undertaking. While reasonable adjustments can be made, these adjustments cannot compromise academic integrity. It is the student's responsibility to check all the requirements of courses, and consider the effects of any medical condition or disability on their ability to complete course requirements. More information is available online.