Graduate Diploma of Financial Planning (C6D)

Overview  2019


No Guaranteed Entry ATAR

Guaranteed Entry ATAR

Achievement of a specified ATAR will guarantee acceptance into a course or institution, subject to any non-ATAR criteria being met, such as a prerequisite study or English language proficiency.

See entry requirements


Minimum 1 Years, up to a maximum of 3 Years


Duration refers to the minimum and maximum amounts of time in which this course can be completed. It will be affected by whether you choose to study full or part time, noting that some programs are only available part time.


This course may not be available to international students. Please see the list of distance courses (i.e. online and taken outside Australia) that are offered to international students

This course 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.

This is an 8 unit (100 credit point) 2-3 year part-time course of study offered by the Tasmanian School of Business and Economics. The course is available in both on campus and off campus modes. All units are subject to formal assessment including the completion of continuous assessment such as assignments, and a final examination.

The course is full fee-paying, which means that you will be charged at the full fee-paying rate listed for each unit.

Professional Accreditation of this course is currently pending.

Please note this course is available on a part-time study basis only and is not available for students studying in Australia on a student Visa.

The aim of the course 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 to its curriculum, where knowledge, skills and graduate attributes are built over time through an integrated and complementary set of financial planning units. 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.

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.

CLO1Use advanced skills and abilities to apply the 6- step financial planning process in accordance with Financial Planning Standards Board standards and ethical practices.
CLO2Demonstrate 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.
CLO3Apply advanced knowledge and understanding (including critical understanding of theories and principles) of the practice of financial planning.
CLO4Exhibit the competence to manage complex technical or professional activities or projects in the field of financial planning, with responsibility for decision-making.

Career outcomes

Professional Recognition

Professional Accreditation Pending

Course structure

A comprehensive financial plan will contribute towards the quality of a person's life by reducing the uncertainty about their future needs and the resources that will be available to meet them. This unit is an introductory course examining what is…

Credit Points: 12.5

This unit is currently unavailable.

Risk management is a complex, progressive and demanding industry based on the protection of individuals, businesses and governments against risk and financial catastrophe. Insurance is the foundation of our lives and the social and economic fabric of our society. This…

Credit Points: 12.5

This unit is currently unavailable.

This unit covers a wide range of interesting legal topics and teaches students how to analyse, and solve legal problems, all essential skills for those wishing to work in the field of financial planning. The unit combines topics that are…

Credit Points: 12.5

This unit is currently unavailable.

The study of ethics, from the Greek meaning ‘character’, may be defined as the philosophical enquiry into theories of human conduct: establishing what is morally right as opposed to what is morally wrong. Ethics may be simply described as moral…

Credit Points: 12.5

This unit is currently unavailable.

In this unit, you will be introduced to the basic principles of investing. A discussion will be made of the main characteristics of investments with an emphasis on risk and return and the trade-off between the two. The unit focuses…

Credit Points: 12.5

This unit is currently unavailable.

This unit provides background information on the demographic trends in Australia and gives an overview of the compulsory superannuation system that operates within Australia. Within the financial planning industry, retirement planning forms an important part of advisory services. This unit…

Credit Points: 12.5

This unit is currently unavailable.

This unit is intended to help you understand the nature of taxation and the taxation system in Australia. The unit introduces you to the core concepts in Australian taxation and identifies the framework (both legal and administrative) behind such concepts.…

Credit Points: 12.5

This unit is currently unavailable.

The purpose of this unit is to provide you with guidelines on how to communicate effectively with your clients and to ensure that you have the appropriate information from them to provide them with the best possible advice. This unit…

Credit Points: 12.5

This unit is currently unavailable.

Entry requirements

For admission to this course you must have:

  • completed an undergraduate degree, or equivalent, from an approved tertiary institution; or
  • completed a Graduate Certificate, or equivalent, from an approved tertiary institution; or
  • have qualifications, relevant work experience or other special circumstances, as approved by the Executive Dean or delegated authority.

International students must provide one of the following:

UTASAccess Level 7 with a minimum overall score of 65% and no individual skill below 60%; or an IELTS score with an overall Band of 6.5 and no band less than 6; or a TOEFL (iBT) overall score of 88 (no individual skill must be lower than: Reading 16; Listening 16; Speaking 18; and, Writing 22) or a PTE Academic overall score of 58 with no score lower than 50, or provide evidence that you have studied for 2 years full-time with English as the sole medium of instruction and examination. These tests must not be more than 24 months old.

Fees & scholarships

Domestic students

Domestic students enrolled in a full fee paying place are charged the Student Services and Amenities Fee but this fee is incorporated in the fees you pay for each unit you enrol in. Full fee paying domestic students do not have to make any additional SSAF payments.

Domestic students enrolled in a Commonwealth supported place will be charged a fee based on the number of units they enrol in. In 2019, this fee is $45.45 per unit (of 12.5 credit points). In 2019, the maximum charge for full time students is $303.

International students

2019 Total Course Fee (international students): $33,950 AUD*.

Course cost based on a rate of $33,950 AUD per standard, full-time year of study (100 credit points).

* Please note that this is an indicative fee only.

International students

International students are charged the Student Services and Amenities Fee but this fee is incorporated in the annual rate. International students do not have to make any additional SSAF payments.


For information on general scholarships available at the University of Tasmania, please visit the scholarships website.

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