Overview

The Graduate Certificate in Financial Planning is designed for professionals wanting to upgrade their skills in investment, financial planning and taxation for a career in personal financial advice. You’ll gain knowledge about financial markets, financial products, financial planning, taxation law and strategies which are essential for personal financial management. The program is designed for professionals who don’t have a bachelor degree and provides articulation into the Master of Financial Planning. It can also be used as a bridging qualification for finance graduates to comply with the entry requirement of the Financial Planning Association. 

Program Code

7273

CRICOS Code

075260D

Total units of credit (UOC)

24

Campus

Kensington

Indicative Enrolments

8

Why choose this degree?

With this degree, you’ll learn how to pursue or develop a career in personal financial management.

Who should choose this degree?

Professionals who don’t have a bachelor degree, and finance graduates who want to become a member of the Financial Planning Association, choose this degree.

Degree Structure

Degree Handbook

Career opportunities

  • Financial Planner
  • Investment Adviser
  • Paraplanner
  • Tax Consultant

UNSW Business School's Career Accelerator portfolio offers students exclusive access to a suite of for-credit, co-curricular and business experience opportunities to kick start your career.

Accreditation / Professional Recogntion

ASIC Regulatory Guidelines 146 (RG146) compliance assessed at AQF Level 9.Tax Agent Service Act (2009)/Tax Practitioners Board's Tax (Financial) Advisor requirements in commercial law and taxation for financial planner’s compliance.

Entry requirements

Category A

Recognised bachelor degree (or equivalent qualification), as determined by the UNSW Australia Business School, plus a minimum of two years full-time professional work experience.

Category B

Professionals without a bachelor degree require a minimum of 4 years work experience, as determined by UNSW Business School, plus demonstrated completion of professional courses or studies. Applicants must provide a detailed resume (outlining relevant competencies and achievements) and evidence of other academics and professional qualifications.

How to apply

Applications must be submitted through our Apply Online portal. We encourage you to submit your completed application as early as possible to ensure it will be processed in time for your preferred term. Some high-demand programs and Faculties with limited places may have an earlier application deadline or commencement date. Find out more.

Apply Now

Fees

Indicative First Year Fee

$17,040*

Indicative Fee to Complete Degree

$17,040*

*Fees are subject to annual review by the University and may increase annually, with the new fees effective from the start of each calendar year. The indicative fees listed here are based on an estimated average and are for tuition only – other fees and charges are not included. The amount you pay will vary depending on the calendar year to enrol, the courses you select and whether your study load is more or less than 1 Equivalent Full Time Student Load (8 courses per year).

Indicative fees are a guide for comparison only based on current conditions and available data. You should not rely on indicative fees. More information on fees can be found at the UNSW fees website.

Indicative fees to complete the program have been calculated based on a percentage increase for every year of the program. Fee increases are assessed annually and may exceed the indicative figures listed below.

Back to listing