Graduate Certificate of Financial Planning
2019 Deakin University Handbook
Year | 2019 course information |
---|---|
Award granted | Graduate Certificate of Financial Planning |
Course Map | This course map is for new students commencing from Trimester 2 2019. This course map is for new students commencing from Trimester 3 2019. Course maps for commencement in previous years are available on the Course Maps webpage or please contact a Student Adviser. |
Campus | Offered at Burwood (Melbourne) |
Cloud Campus | Yes |
Duration | 1 year part-time |
Deakin course code | M569 |
Approval status | This course is approved by the University under the Higher Education Standards Framework. |
Australian Qualifications Framework (AQF) recognition | The award conferred upon completion is recognised in the Australian Qualifications Framework at Level 8. |
Please note: This course is only available for part-time study. |
Course sub-headings
- Course overview
- Indicative student workload
- Participation requirements
- Mandatory student checks
- Fees and charges
- Course Learning Outcomes
- Course rules
- Course structure
- Work experience
Course overview
The Graduate Certificate of Financial Planning is aimed at existing advisers with an approved or relevant degree.
The course emphasises the professional responsibilities of the financial planner, both in an ethical and compliance sense, incorporating Ethics for Financial Services, Financial Behaviour and Decision Making and Financial Services Regulation.
This professionally-oriented course is designed to enhance professional capabilities, employability and career progression in the financial planning professional discipline. Graduates of the course will be able to demonstrate the application of core financial planning concepts and theories in authentic contexts, demonstrate knowledge and understanding of regulatory, ethical and legal obligations for financial advisers, apply appropriate communication skills within the context of providing advice on financial matters, and understand, synthesise and organise knowledge relevant to financial planning laws and ethical standards.
Indicative student workload
As a student in the Faculty of Business and Law, you can expect to participate in a range of teaching activities each week. This could include classes, seminars, practicals and online interaction. You can refer to the individual unit details in the course structure for more information. You will also need to study and complete assessment tasks in your own time.
Participation requirements
Units in this course may have participation requirements that include compulsory placements, work-based training, community-based learning or collaborative research training arrangements.
Reasonable adjustments to participation and other course requirements will be made for students with a disability. Click here for more information.
Mandatory student checks
Units which contain work integrated learning, a community placement or interaction with the community may require a police check, working with children check or other check. These requirements will be detailed in unit guides upon enrolment.Fees and charges
Fees and charges vary depending on your course, your fee category and the year you started. To find out about the fees and charges that apply to you, visit the Current students fees website.
Course Learning Outcomes
Graduate Learning Outcome | Course Learning Outcome |
Discipline specific knowledge and capabilities | Demonstrate the application of core financial planning concepts and theories in authentic contexts |
Communication | Apply appropriate communication skills within the context of providing advice on financial matters. |
Digital literacy | Effectively and critically navigate, evaluate and create information using a range of digital technologies. |
Critical thinking | Analyse critically, evaluate and express sound judgement, ideas and reflection in relation to a range of core financial planning issues. |
Problem solving | Summarise and explain the financial planning issue to be solved and apply the financial tools necessary to reach a solution. |
Self-management | Develop skills necessary for independent study and learning in the field of financial planning. |
Teamwork | Develop skills necessary for independent study and learning in the field of financial planning. |
Global citizenship | Not explicitly addressed as a learning outcome in this award. |
Course rules
To complete the Graduate Certificate of Financial Planning, students must attain a total of 4 credit points, consisting of 3 credit points of core units and a one credit point elective unit chosen from a specified list, plus completion of MAI010 Academic Integrity and MAA071 Pre-Term: Getting to Grips with Postgraduate Study (0-credit point compulsory units). Most units (think of units as 'subjects') are equal to 1 credit point.
Course structure
Core units
MAI010 | Academic Integrity (0 credit points) |
MAA071 | Pre-Term: Getting to Grips with Postgraduate Study (0 credit points) |
MAA728 | Financial Behaviour and Decision Making |
MAA769/MAI769 | Ethics for Financial Services (Intensive) |
MLM717 | Financial Services Regulation |
*MAI code denotes Intensive version of the unit
From Trimester 3 2019:
MAI010 | Academic Integrity (0 credit points) |
MAA071 | Pre-Term: Getting to Grips with Postgraduate Study (0 credit points) |
MAA728/MAI728 | Financial Behaviour and Decision Making (Intensive) |
MAA769/MAI769 | Ethics for Financial Services (Intensive) |
MLC714/MLI714 | Financial Advice Regulation (Intensive) |
Course structure
Elective units
Plus a 1 credit point elective unit from:
MAA719 | Superannuation and Retirement Planning |
MAA745 | Financial Planning and Economic Fundamentals |
MLC703 | Principles of Income Tax Law |
MLC707 | Business Law |
Work experience
This course does not require students to complete compulsory work integrated learning units.Other course information
Course duration - additional information
Course duration may be affected by delays in completing course requirements, such as accessing or completing work placements.