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University of South Australia (UNISA)

Adelaide , South Australia ,Australia

Graduate Diploma in Financial Planning

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 Graduate Diploma in Financial Planning is best suited to:

  • existing financial advisers with a non-relevant degree; or
  • existing financial advisers with no degree; or
  • new entrants with a relevant degree.*
  • If you have a relevant degree, you may also be eligible to apply for credit, which means you could potentially finish your degree sooner, saving you both time and money.

What is a financial adviser? 
Financial advisers assist clients to build and manage their personal wealth, tax, financial risk and spending over their lifetimes. They consider a number of factors such as current wealth, income and lifestyle aspirations, and develop plans so their clients can reach short and long-term financial goals.

With a strong practical focus and access to state-of-the-art technology, you will further your skills in preparing detailed financial plans and documentation which meet legal and regulatory requirements. 

This program consists of eight advanced financial planning courses, which you can complete in one year of full-time study (or part-time equivalent). Recognition of Prior Learning (RPL) based on FASEA requirements for existing advisers will be considered and can reduce the number of courses you must complete.

Your qualification will complement your industry experience and advance your knowledge in specialist areas such as investment management, estate planning, superannuation, and tax.

You can study compulsory bridging courses that have been outlined in FASEA’s education requirements including Ethics and Professionalism, Financial Advice Regulatory and Legal Obligations, and Behavioural Finance Client and Consumer Behaviour*. As a graduate, you can be confident you’ll leave with the essential education requirements to practice as a qualified financial adviser.

If you’re an experienced adviser, your Graduate Diploma is an opportunity to sharpen your technical ability, legal knowledge and professional expertise. Aside from learning new and relevant legislation, regulations and codes of practice, you’ll also enhance your skills in building and managing client relationships – a critical focus area for future financial advisers.

Throughout your studies, you’ll gain contemporary career planning strategies and techniques to boost your employability and achieve your career goals. You’ll also have opportunities to network and connect with leading industry bodies such as the Financial Planners Association (FPA) and the Association of Financial Advisers (AFA), as well as other industry professionals.

Campus Information

Adelaide- City West

On the edge of Adelaide’s central business district, City West houses studies in business, law, art, architecture, design, Indigenous cultures and Australian society.

Intakes

  • Feb
  • July

Application Processing Time in Days: 14

Minimum English Language Requirements

English Level Description IELTS (1.0 -9.0) TOEFL IBT (0-120) TOEFL CBT (0-300) PTE (10-90)
Expert 9 120 297-300 86-90
Very Good 8.5 115-119 280-293 83-86
Very Good 8 110-114 270-280 79-83
Good 7.5 102-109 253-267 73-79
Good 7 94-101 240-253 65-73
Competent 6.5 79-93 213-233 58-65
Competent 6 60-78 170-210 50-58
Modest 5.5 46-59 133-210 43-50
Modest 5 35-45 107-133 36-43
Limited 4 32-34 97-103 30-36
Extremely Limited < 4 < 31 < 93 < 30

Job Opportunity Potential

Teaching and Research

UniSA has an excellent reputation in teaching and learning and an enviable record of achievement in graduate employability. Our teaching focuses around preparing students to be work-ready through relevant and industry-informed curricula. UniSA ensures its teachers motivate, challenge and stimulate students’ learning, with our research activity informing our teaching across our broad discipline profile.

Teaching and learning excellence are at the centre point of our promotion criteria, performance management practices, and approaches to rewards and recognition for our academic staff.

Research at UniSA is inspired by challenges and opportunities, partnered with industry and communities, and underpinned by excellence. Our academics engage in interdisciplinary teams to translate their research into meaningful outcomes. Contributing to a research environment that is vibrant, responsive and outward-facing are the University’s research themes. The themes link our research strengths and address local and global socio-economic needs:

  • An age friendly world
  • Transforming industries
  • Scarce resources
  • Cancer
  • Healthy futures
  • Transforming societies

Our flagship institutes and strategic alliances include the Future Industries Institute, Ehrenberg-Bass Institute, Sansom Institute for Health Research and the Centre for Cancer Biology. Further information about our enterprising research and research centres and concentrations can be found at our Research page.

Industry Connections

Real solutions don’t happen without great partnerships. We have partnered with local icons and international heavyweights to drive the advancements behind a better society. Across the University, we seek to match our research capability and strengths with the opportunities, challenges and needs of our partners, and maximise the mutual benefits of engagement.

With a growing presence on Adelaide’s cultural calendar and as a partner across arts, culture and sporting events, we’re acting on a social mission to enrich our society. Our campus spaces stimulate and foster creativity and innovation, support new models of learning, support our enterprise researchers and connect with the community.

Professional staff

As a professional staff member you get exposure to the research and teaching at UniSA, and work closely with leading academics who through research and teaching, are shaping the professionals of the future.

Professional staff support both staff and students, and this ranges from career advice services to students, finance, HR, marketing, facilities and management, research support – all of these areas are critical to supporting the day-to-day operations of departments and the university as a whole. There are numerous benefits and opportunities for personal development at UniSA.

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 adviser or financial planner: 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.

PSW Opportunity

NA

Admission Requirement / Eligibility Criteria

  • Applicants are required to have one of the following:
  • A completed bachelor degree in an accounting, finance, economics or financial planning discipline from a recognised higher education institution or equivalent; or
  • A completed graduate certificate or higher postgraduate qualification in an accounting, finance, economics or financial planning discipline from a recognised higher education institution; or
  • A completed diploma or advanced diploma in financial planning and two years relevant professional experience.