Applicants are required to have one of the following:
A completed bachelor degree* from a recognised higher education institution or equivalent; or
A completed graduate certificate or higher postgraduate qualification* from a recognised higher education institution.
Applicants who have:
completed a bachelor degree in a business discipline; or
completed a bachelor degree which includes a major in business, commerce, marketing or management; or
completed a graduate certificate in a business discipline,are eligible to enter the program with 0.5 EFTSL (18 units) Advanced Standing and complete the program in 1.5 years of full time study or equivalent part time study.
Applicants who have completed the Graduate Diploma in Financial Planning at the University of South Australia are eligible to enter the program with 1.0 EFTSL (36 units) Advanced Standing and complete the program in 1.0
year of full time study or equivalent part time study.
IELTS total 6.5, reading 6.0, writing 6.0
This program is approved by the Financial Adviser Standards and Ethics Authority (FASEA) and will equip you with the education requirements to practice as a qualified financial adviser.
We’ve worked closely with industry to develop our course content, and regularly consult with FASEA to ensure your Graduate Diploma meets the most up-to-date industry standards.
Our Master of Finance (Financial Planning) is best suited to new entrants with a non-relevant degree.*
Depending on your previous qualification/s, you may also be eligible to apply for credit or Advanced Standing, which means you could potentially finish your degree sooner, saving you both time and money.
CRICOS CODE : 098154E
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FIRST YEAR
First Semester (Study Period 1, 2, or 3)
Statistics for Data Science
Accounting for Management M
Economic Principles for Business
Financial Advice Regulatory and Legal Obligations
Second Semester (Study Period 4, 5 or 6)
Financial Theory and Financial Markets
Corporate Finance
Investment Management
Marketing Management, Rule(s): 2
SECOND YEAR,
First Semester (Study Period 1, 2 or 3),
Personal Finance G,
Ethics and Professionalism,
Introduction to Financial Planning G
Superannuation G
Second Semester (4, 5 or 6)
Risk Management and Insurance G
Estate Planning G
Applied Financial Planning G
Taxation
In addition to new education standards, FASEA has outlined new professional requirements. This includes completing a professional year (for new entrants only), passing a national exam, undertaking Continuing Professional Development (CPD) and completing a code of ethics course.
The financial services industry is one of the leading sectors in the Australian economy and plays a key role in facilitating the productive flow of funds between industries, companies and people.
If you’re an existing financial adviser, your qualification opens up many more opportunities in your business and career.
If you’re looking to make a career change, there are a range of roles you could pursue in diverse businesses. There are opportunities in financial institutions, investment banks, superannuation and insurance funds, financial advisory firms – or you could choose to be self-employed and set up your own practice. Financial advisers can also specialise in a number of areas, such as tax planning, risk management or retirement planning.
Careers to consider include:
Client relationship manager: proactively engage clients by providing high value, holistic and strategic financial advice; identify opportunities to build new client relationships and strengthen existing ones; research the latest products and regulations; and focus on delivering a high-quality customer experience.
Estate planner: provide clients with legal, financial and accounting advice to ensure long term financial protection of their estate during life and post-mortem; help ensure any assets are dispersed according to the wishes of the deceased in an effective way; and develop estate plans which may include preparing wills, life insurance, family trusts and manage tax implications for beneficiaries.
Insurance broker: research and review available finance and insurance products to meet client requirements; arrange insurance, home loan mortgages and other types of finance for clients through banks, lenders, financiers and insurance companies; help clients understand insurance policy conditions, risks, premium rates and benefits; prepare reports for underwriters and liaise with other insurance professionals.
Investment adviser or manager: develop financial plans and investment strategies for individuals and organisations; monitor investment performance and review investment plans based on needs and changes in the market; buy and sell stocks and bonds for clients; and provide advice on tax implications, securities, insurance cover, pension plans and real estate.
Qualified financial planner or adviser: help clients to meet short-term and long-term financial goals; assist with legal and financial documents, financial laws and regulatory requirements; provide advice on personal investments and security planning, estate planning, tax planning, employee benefits planning and insurance planning; and deliver a high-quality customer experience.
Superannuation consultant: provide compliant financial advice in areas such as personal and business superannuation, retirement income stream products, pensions rollovers and annuities; interpret new legislation changes and consider the impact of those changes on the portfolio of funds, help clients understand merits of Self-Managed Superannuation Funds (SMSF), and develop retirement plan strategies.
Wealth manager: deliver holistic wealth management strategies and plans to help clients grow and sustain long-term financial goals; provide services across a range of areas including financial planning, investment management, and financial advice on pensions, trusts, inheritances, estate planning, retirement planning, and tax bands; and possess knowledge of software solutions and key platforms in the industry.
OSHC: 530 ($) per year
