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

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

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.

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