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Financial Planning

Plan for the future and become industry ready with a Graduate Diploma in Financial Planning.

Gain the skills to become a qualified financial planner. You’ll learn to financial planning theory and strategies through authentic, problem-based learning.

This course is accredited by the Financial Adviser Standards and Ethics Authority (FASEA) as a Certified Financial Planner (CFP) qualification.

Course Options

Graduate Diploma in Financial Planning

1 years min, 3 years max
Hobart and Distance CRICOS 102955M

View course details

Learn from lecturers with extensive experience in financial management and planning, strategy, and superannuation and wealth management.

Network with industry peers while studying in a blended learning environment using live case studies.

Develop industry specific skills to inform your practice and enable you to provide sound, ethical financial advice.

Study options

Introduction to Financial Planning

An introductory unit examining what’s involved in organising and managing an individual's financial resources, and how to protect, maximise and enjoy the benefits obtained from these resources.

Core unit, 12.5 credit points.

Ethics and Professionalism

Learn how professional ethics and codes of conduct represent to the public that certain standards of behaviour, competence and care are being met.

Core unit, 12.5 credit points.

Commercial Law and Financial Services Regulation

This unit combines topics that are necessary for consideration of business and corporate law. You’ll examine the role and functions of the main regulators currently operating in the Australian financial services industry; the sources of law in Australia; how to read and understand legislation and case law; basic business organisations; contract law principles; liability in tort law; agency and consumer law; Australian corporate law and corporate governance principles.

Core unit, 12.5 credit points.

Risk and Estate Planning

Insurance is the foundation of our lives and the social and economic fabric of our society. This unit will give you a clear appreciation of the Life Insurance sector of the financial services industry.

Core unit, 12.5 credit points.

Retirement Planning

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

Core unit, 12.5 credit points.

Investment Planning

Identification of the risk profile of an investor is of critical importance in selecting an investment portfolio. This unit focuses on the concepts of portfolio investment and the importance of risk management, plus addresses the issues of correlation and diversification.

Core unit, 12.5 credit points.

Taxation Strategies

This unit introduces you to the core concepts in Australian taxation. Learn to apply this knowledge to current issues faced by individuals and businesses whilst ensuring compliance with statutory and professional requirements.

Core unit, 12.5 credit points.

Financial Planning Skills

This unit teaches you about compliance to current legislative requirements of “knowing your client”. You’ll need this understanding before you can provide your client with a detailed financial plan or statement of advice.

Core unit, 12.5 credit points.

Course breakdown

Designed for financial planners who provide a range of standard financial planning services and individuals providing specialist para-planning services. Gain the skills and knowledge associated with providing compliant financial advice to a range of clients across different types of financial products.

1

Graduate Diploma in Financial Planning

100 credit points

This course consists of 8 core units:

  • Introduction to Financial Planning
  • Ethics and Professionalism
  • Commercial Law and Financial Services Regulation
  • Risk and Estate Planning
  • Retirement Planning
  • Investment Planning
  • Taxation Strategies
  • Financial Planning Skills

Career outlook

Financial Planning graduates are in growing demand. These are some of the top careers projected to grow in the next five years*.

*ABS Labour Force Survey, National Skills Commission trend data to May 2019 and projections to 2024.

Financial Advisers

7.2%

projected job growth to 2024

Financial Brokers

8.5%

projected job growth to 2024

Auditors

10.6%

projected job growth to 2024

Entry information

Entry requirements

Entry requirements vary across courses and are available on each individual course page, which you can access from Course Options. We encourage you to apply for the courses you most want to study. If you’re not eligible to enter your chosen course right now, our admissions team will work with you to find the best pathway option.

Credit for prior learning

The University of Tasmania aims to provide you with credit for approved prior study or equivalent professional experience which exceeds standard entrance requirements for courses. For more information please visit Recognition for Prior Learning.

English language requirements

For those applicants who are nationals of and currently residing in a country where English is not the official language, evidence of an IELTS or TOEFL test must be provided. For more information, please visit International Future Students.