Financial Planning
Plan for the future and become industry ready with a Graduate Diploma in Financial Planning.
The Graduate Diploma of Financial Planning is designed for new entrants and experienced financial planners who provide standard financial or para-planning services.
This course explores important steps in the financial planning process such as gathering qualitative and quantitative data, identifying goals, and recognising financial problems. Key assessments will test your ability to apply financial planning theory to develop strategies and address financial challenges. You will also develop a range of skills and knowledge associated with providing compliant financial advice to clients across different types of financial products.
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 Online CRICOS 102955M
View course details Graduate Diploma in Financial Planning
Ethics and Professionalism Bridging Course
13 weeks
Hobart and Online
View course details Ethics and Professionalism Bridging Course
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
Ethics and Professionalism meets the requirements of the FASEA Ethics for Professional Advisers bridging course. 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.
Interested in the Ethics and Professionalism bridging course as a standalone unit? Apply for non-award study here.
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
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
2
Non-award study
Single units
Are you interested in studying the Ethics and Professionalism bridging course or another single unit?
For those who do not want to complete a Graduate Diploma, but are interested in studying a single unit, apply for non-award study here.
Career outcomes
The Financial Adviser Standards and Ethics Authority (FASEA) has announced mandatory educational requirements and professional standards for the financial advice sector. The University of Tasmania is an approved FASEA Higher Education Provider, which means the Graduate Diploma in Financial Planning meets these standards. This includes the FASEA bridging course Ethics for Professional Advisers, which is the minimum requirement for existing advisers.
Financial Planning graduates are in growing demand. These are some of the top careers projected to grow in the coming years.
* Jobs and Skills Australia, 2021 Employment projections for the five years to 2026.
Financial Advisers
Projected job growth to 2026*
Financial Brokers
Projected job growth to 2026*
Auditors
Projected job growth to 2026*
Entry information
Entry requirements
Entry requirements vary across courses. You'll find the requirements on our individual course pages. These can be accessed from Course Options, which is located at the top of this page.
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 of 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.
