Handbook

The Graduate Diploma in Financial Planning is designed to develop or upgrade your investment, financial planning, taxation knowledge and skills for a career in personal financial advisory.
Suitable if you are seeking an exciting career working with clients to build long lasting and trusted relationships, providing sound financial guidance and education. This postgraduate program is designed to provide you with the Australian Securities and Investment Commission's (ASIC) Regulatory Guidelines 146 (RG146) compliance assessed at AQF Level 9, Tax Agent Service Act (2009)/Tax Practitioners Board's Tax (Financial) Advisor requirements in commercial law and taxation for financial planner's compliance.

Taught by leading Finance and Taxation academics at UNSW Business School, this program provides you with a distinguished level of training to advance in the career of personal financial and investment advisory. Suitable for working professionals, you can choose from a combination of online and face-to-face courses to suit your work/life balance.

The program offers you a challenging learning environment to achieve an integrated learning in financial planning, investment and taxation. It also provides you with the learning required for professional accreditation. Graduates develop knowledge and skills in financial markets, financial products, investment (theory, evidence, and quantitative techniques), risk management, financial planning, taxation law and strategies, compliance, ethical and professional conduct.