Graduate Certificate of Financial Planning
2023 Deakin University Handbook
| Year | 2023 course information |
|---|---|
| Award granted | Graduate Certificate of Financial Planning |
| Course Map | This course map is for new students commencing from Trimester 1 2023. This course map is for new students commencing from Trimester 2 2023. This course map is for new students commencing from Trimester 3 2023. Course maps for commencement in previous years are available on the Course Maps webpage or please contact a Student Adviser in Student Central. |
| Campus | |
| Online | No |
| 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. International students should note that, due to visa regulations, this course can only be undertaken while living outside Australia. | |
Course sub-headings
- Course overview
- Indicative student workload
- Career opportunities
- Participation requirements
- Mandatory student checks
- Fees and charges
- Course Learning Outcomes
- Course rules
- Course structure
- Work experience
Course overview
Be ready for Australia's financial planning reforms by studying Deakin's Graduate Certificate of Financial Planning. Develop the decision-making skills needed to provide practical and professionally responsible financial advice to your clients.
If you're a financial planner returning to study, why not choose a course that's purpose-built to help you meet the industry's changing education requirements and build upon your professional knowledge and skills?
Designed to meet the current and future needs of the industry, the course places a strong emphasis on preparing professionally responsible financial planners, both in an ethical and compliance sense. As a graduate you'll have gained valuable new skills and knowledge, in particular relating to:
- ethics for financial services
- financial behaviour and decision making
- financial services regulation.
The Graduate Certificate of Financial Planning incorporates the Financial Adviser Standards' (FAS) three bridging units, providing advisers with an opportunity to complete the bridging units and gain a formal qualification.
As a graduate, you may articulate into Deakin’s Graduate Diploma of Financial Planning or Master of Financial Planning.
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.
Career opportunities
Whether you’re currently working in the industry or looking to move into a financial planning role, you’ll be prepared to excel in a variety of positions including:
- financial adviser/planner
- insurance adviser
- paraplanner
- business development manager
- superannuation consultant
- portfolio analyst
- investment banker
- claims administrator
- compliance manager
- risk adviser.
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. More information available at Disability support services.
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, the type of fee place you hold, your commencement year, the units you choose and your study load.
Tuition fees increase at the beginning of each calendar year and all fees quoted are in Australian dollars ($AUD). Tuition fees do not include textbooks, computer equipment or software, other equipment or costs such as mandatory checks, travel and stationery.
Use the Fee estimator to see course and unit fees applicable to your course and type of place. Further information regarding tuition fees, other fees and charges, invoice due dates, withdrawal dates, payment methods is available on our 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; and demonstrate knowledge and understanding of regulatory, ethical and legal obligations for financial advisers |
| 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 | Engage ethically, professionally and productively in work and a professional context, in a manner reflective of an understanding of ethical principles, a systematic knowledge of professional codes of conduct |
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 the compulsory 0-credit point module, MAI010 Academic Integrity Module. Most units (think of units as 'subjects') are equal to 1 credit point.
Course structure
Compulsory 0-credit point units
To be completed in the first trimester of study:-
| MAI010 | Academic Integrity Module |
Core units
| MAI728/MAA728 | Financial Behaviour and Decision Making * |
| MAI769/MAA769 | Ethics for Financial Services * |
| MLI714/MLC714 | Financial Advice Regulation * |
*MAI and MLI codes denote Intensive versions of the units.
Elective units
Plus a 1 credit point elective unit from:
| MAA719 | Superannuation and Retirement Planning |
| MAA727 | Financial Planning Development * |
| MAA745 | Financial Planning and Economic Fundamentals |
| MLC703 | Principles of Income Tax Law |
| MLC707 | Business Law |
*FAS approved unit (Financial Advice Capstone subject). Please contact the Course Director to discuss enrolment.
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.
Further information
Student Central can help you with course planning, choosing the right units and explaining course rules and requirements.
- Contact Student Central