Graduate Diploma in Financial Planning

  • Effective from: 2019
  • Approved Abbreviation: GradDipFinPlan
  • Western Sydney University Program Code: 2794
  • AQF Level: 8

This program applies to students who commenced in Quarter 2, 2019 or later. 

Students should follow the program structure for the session start date relevant to the year they commenced.

For Commencement Year Q1 2018 - please refer to 2794.3 Graduate Diploma in Financial Planning (exit only)

The Graduate Diploma in Financial Planning is a fully online program designed to meet the requirements of existing advisers and those seeking a career as a financial adviser. The program is accredited by the Financial Planning Education Council and the Financial Adviser Standards and Ethics Authority (FASEA) and is awarded on successful completion of 80 credit points of subjects. Students have the option to transfer to 2793 Master of Financial Planning on successful completion of 40 credit points.

Students may be eligible for advanced standing based on their previous qualifications and work experience.

Study Mode

One year full-time or two years part-time.

Program Advice

Dr Peter Humphreys
 

Prospective students should visit the following websites for general enquiries about this program.

Enquire about this program| Local Admission | International Admission |

Location

Campus Attendance Mode Advice
Online Full Time Online See above
Online Part Time Online See above

Accreditation

The Graduate Diploma in Financial Planning is accredited by the Financial Planning Education Council (FPEC). This program is accredited by the Financial Adviser Standards and Ethics Authority (FASEA) having met the FASEA curriculum and standards requirements for the award.

Admission

Applicants must have:

  • Successfully completed an undergraduate degree, or higher, in any discipline; Or
  • Successfully completed an advanced diploma, or higher, in a business discipline and have a minimum of three (3) years full-time equivalent managerial/professional work experience in a related field.

Applicants seeking admission on the basis of work experience must support their application with a current CV for all work experience listed on their application and a Confirmation of Employment for all work experience listed on the application. Only applicants seeking admission through an established industry partnership agreement can provide an agreed alternative to the Confirmation of Employment. The confirmation of employment can be either be a letter on employer letterhead specifying their role and length of service or the industry declaration form.

Applications from Australian and New Zealand citizens and holders of permanent resident visas must be made via the Universities Admissions Centre (UAC).  Use the links below to apply via UAC or Western Sydney University.  Applications made directly to Western Sydney do not have an application fee.

Applicants who have undertaken studies overseas may have to provide proof of proficiency in English. Local and International applicants who are applying through the Universities Admissions Centre (UAC) will find details of minimum English proficiency requirements and acceptable proof on the UAC website. Local applicants applying directly to the University should also use the information provided on the UAC website.

http://www.uac.edu.au/
https://westernsydney.uac.edu.au/ws/

Overseas qualifications must be deemed by the Australian Education International - National Office of Overseas Skills Recognition (AEI-NOOSR) to be equivalent to Australian qualifications in order to be considered by UAC and Western Sydney University.

Association of Financial Advisers and Western Sydney University Articulation Agreement

Students who complete subjects FINC 7001 Communication and Ethics for Financial Planners and FINC 7013 Planning for Retirement in this program will receive exemption for the Association of Financial Advisers’ FChFP AFA3 and AFA4. Students who have completed the Association of Financial Advisers’ FChFP AFA 3 and 4 will receive exemptions for subjects FINC 7001 Communication and Ethics for Financial Planners and FINC 7013 Planning for Retirement.

Recommended Sequence

Qualification for this award requires the successful completion of 80 credit points as follows.

Full-time intake

Plan of Study Grid
Year 1
Quarter 1 sessionCredit Points
FINC 7001 Communication and Ethics for Financial Planners 10
LAWS 7009 Commercial Law 10
 Credit Points20
Quarter 2 session
FINC 7015 Principles of Financial Planning 10
LAWS 7031 Principles of Taxation 10
 Credit Points20
Quarter 3 session
FINC 7020 Superannuation 10
FINC 7011 Investment Planning 10
 Credit Points20
Quarter 4 session
FINC 7010 Insurance and Risk Management 10
FINC 7013 Planning for Retirement 10
 Credit Points20
 Total Credit Points80

Part-time intake

Plan of Study Grid
Year 1
Quarter 1 sessionCredit Points
FINC 7001 Communication and Ethics for Financial Planners 10
 Credit Points10
Quarter 2 session
FINC 7015 Principles of Financial Planning 10
 Credit Points10
Quarter 3 session
LAWS 7009 Commercial Law 10
 Credit Points10
Quarter 4 session
LAWS 7031 Principles of Taxation 10
 Credit Points10
Year 2
Quarter 1 session
FINC 7011 Investment Planning 10
 Credit Points10
Quarter 2 session
FINC 7013 Planning for Retirement 10
 Credit Points10
Quarter 3 session
FINC 7020 Superannuation 10
 Credit Points10
Quarter 4 session
FINC 7010 Insurance and Risk Management 10
 Credit Points10
 Total Credit Points80