GraduateBusiness
Graduate Certificate in Financial Planning
UNSW Sydney, Sydney, NSW, Australia
About this program
UNSW's Graduate Certificate in Financial Planning develops or upgrades investment, financial planning and taxation knowledge for a career in personal financial advisory, taught by UNSW Business School's finance and taxation academics through a mix of online and face-to-face courses suited to working professionals. The program builds integrated knowledge across financial markets, products, investment theory and quantitative techniques, risk management, and taxation law and strategy, while also meeting the learning requirements for professional financial planning accreditation. It suits people already working in or moving into financial services, banking, or client-facing advisory roles who want a formal qualification that speaks directly to financial planning practice rather than general commerce. Entry requires a recognised bachelor's degree plus two years of full-time relevant work experience, reflecting the program's design for people already established in a related career rather than recent graduates.
Fees & duration
English test scores
Verified handbook.unsw.edu.au ↗
Course structure
- TABL5551Taxation Law
- TABL5511Legal Foundations of Business
- FINS5548Financial Technology. Core Courses: FINS5539 Estate
- Retirement Planning and Asset Protection
- FINS5531Personal Risk
- Insurance
- and Superannuation for Financial Advisers
- FINS5512Financial Markets and Institutions
- FINS5513Investments and Portfolio Selection
- FINS5510Personal Financial Planning
- FINS5537Financial Planning Advice and Ethics
Career & PR pathway
Which careers in Business lead to skilled migration depends on the occupation, not the degree title. See the skilled occupation lists guide for which occupations are on each list, and the points calculator to check where you stand.
Admissions
Recognised bachelor degree (or equivalent qualification), as determined by the UNSW Business School, plus a minimum of two years full time relevant work experience.
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