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Overview

The Master of Financial Planning is designed for graduates who are seeking an exciting career working with clients to build long lasting and trusted relationships, providing sound financial guidance and education. This comprehensive postgraduate program is designed not only to provide you with the Australian Securities and Investment Commission's (ASIC) … For more content click the Read More button below. 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 learning 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.

Learning Outcomes

1.
Business knowledge: Students will make informed and effective selection and application of knowledge in a discipline or profession, in the contexts of local and global business.
  • Leaders
  • Professionals
  • Global Citizens
  • Scholars
2.
Problem solving: Students will define and address business problems, and propose effective evidence-based solutions, through the application of rigorous analysis and critical thinking.
  • Global Citizens
  • Scholars
  • Leaders
  • Professionals
3.
Business communication: Students will harness, manage and communicate business information effectively using multiple forms of communication across different channels.
  • Professionals
  • Global Citizens
  • Scholars
  • Leaders
4.
Teamwork: Students will interact and collaborate effectively with others to achieve a common business purpose or fulfil a common business project, and reflect critically on the process and the outcomes.
  • Scholars
  • Global Citizens
  • Leaders
5.
Responsible business practice: Students will develop and be committed to responsible business thinking and approaches, which are underpinned by ethical professional practice and sustainability considerations.
  • Professionals
  • Global Citizens
6.
Global and cultural competence: Students will be aware of business systems in the wider world and actively committed to recognise and respect the cultural norms, beliefs and values of others, and will apply this knowledge to interact, communicate and work effectively in diverse environments.
  • Leaders
  • Global Citizens
7.
Leadership development: Students will develop the capacity to take initiative, encourage forward thinking and bring about innovation, while effectively influencing others to achieve desired results.
  • Leaders
  • Scholars

Graduate Capabilities

For more information on Graduate Capabilities please click on this link

Program Structure
72 Units of Credit:

Students must complete 72 UOC as a standalone program.

Core Courses

Students must take 48 UOC of the following courses.

TABL5511
6 UOC
Legal Foundations of Business
FINS5512
6 UOC
Financial Markets and Institutions
FINS5513
6 UOC
Investments and Portfolio Selection
FINS5510
6 UOC
Personal Financial Planning and Management
FINS5537
6 UOC
Financial Planning Advice and Ethics
FINS5531
6 UOC
Risk and Insurance
FINS5539
6 UOC
Estate Planning, Succession and Asset Protection
TABL5901
6 UOC
Principles of Australian Taxation Law

Flexible Elective Core Courses:

Students must take at least 12 UOC, up to a maximum of 24 UOC of the following courses.

FINS5517
6 UOC
Applied Portfolio Management and Modelling
FINS5541
6 UOC
Advanced Investment and Advanced Funds Management
TABL5540
6 UOC
Self Managed Superannuation Funds Law
ACTL5401
6 UOC
Retirement Planning

List A

Students must take at least 6 UOC, up to a maximum of 12 UOC of the following courses.

FINS5516
6 UOC
International Corporate Finance
FINS5522
6 UOC
Asia-Pacific Financial Markets
FINS5523
6 UOC
Alternative Asset Classes
FINS5533
6 UOC
Real Estate Finance and Investment
FINS5535
6 UOC
Derivatives and Risk Management Techniques
FINS5536
6 UOC
Fixed Income Securities and Interest Rate Derivatives
FINS5542
6 UOC
Applied Funds Management
FINS5543
6 UOC
Aged Care Planning
FINS5548
6 UOC
Financial Technology
FINS5555
6 UOC
Behavioural Approaches in Finance
FINS5566
6 UOC
Trading in Financial Securities
FINS5568
6 UOC
Capstone - Portfolio Management Process

List B

Students can take up to a maximum of 6 UOC of the following courses.

ECON5103
6 UOC
Business Economics
MARK6104
6 UOC
Value Creation Through Service
MGMT5050
6 UOC
Professional Skills and Ethics
TABL5503
6 UOC
Taxation of Corporations
TABL5505
6 UOC
Taxation of Trusts
TABL5510
6 UOC
Taxation of Superannuation
TABL5515
6 UOC
Taxation of Capital Gains
TABL5525
6 UOC
Taxation of Employee Remuneration
TABL5551
6 UOC
Taxation Law
TABL5555
6 UOC
Taxation of Property Transactions

Elective List Information

Australian Securities and Investment Commission RG146 knowledge and skill requirements at Tier 1 Specialist in Financial Planning, Securities, Managed Investments, Superannuation, Insurance, Margin Lending [requires FINS5512, FINS5513, FINS5510, and FINS5537]. Tier 1 Derivatives specialisation compliance requires FINS5535 as an elective.

Enrolment Disclaimer

Please note that this Handbook is a comprehensive catalogue of our offerings and includes courses that can be taken to satisfy program requirements irrespective as to their availability for a particular year. Availability of courses is best checked using filters on this site or on the class timetable site.

You are responsible for ensuring that you enrol in courses according to your program requirements and by following the advice of your Program Authority. myUNSW enrolment checks that you have met enrolment requirements such as pre-requisites for individual courses but not that you are enrolling in courses that will count towards your program requirements.

Admission Requirements

Entry Requirements

For more information about admission requirements for various UNSW programs, visit the following website(s):
Domestic Students
International Student

Related Programs

Related Programs

Graduate Diploma in Financial Planning - GradDipFinPlan5273 - Financial Planning
Graduate Certificate in Financial Planning - GradCertFinPlan7273 - Financial Planning

Program Requirements

Recognition of Prior Learning

Progression Requirements

Pathways

Articulation Arrangements

Graduate Diploma in Financial Planning - GradDipFinPlan5273 - Financial Planning
Graduate Certificate in Financial Planning - GradCertFinPlan7273 - Financial Planning

Professional Outcomes

Professional Recognition

Career Opportunities

Recognition of Achievement

Award with Excellence
Current Students Award with Excellence
For more information, please visit the link above.
The Award with Excellence is awarded in coursework masters programs, including Masters (Extension) but with the exception of Masters (Extended) such as JD and MD, when a Weighted Average Mean (WAM) of at least 80% has been achieved and at least 50% of the requirements of the award are completed at UNSW. All eligible programs will award 'with Excellence' except in special circumstances where approval of Academic Board has been given for a program to opt out.

Additional Information

Flexible Study Options

The Master of Financial Planning courses may be completed in a face-to-face mode or in online mode. Both modes have access to an online course website where you will find all of the study materials, resources and learning activities for your studies.

All the Finance courses in the program are offered face-to-face at UNSW Kensington Campus and the courses delivered online are: the core finance courses, the legal foundation core course, plus a selection of flexible core and elective courses

For Enrolment guidance for each semester intake, go to: www.business.unsw.edu.au/students/resources/accept-enrol

Further Information

Please note that these requirements may be subject to change. 
Students are advised to follow requirements according to the year they commenced. Please refer to previous editions of the Online Handbook for your program requirements.

Contact the UNSW Business School Student Centre for advice.
tel: + 61 2 9385 3189
location: Level 1, room 1028, Quadrangle Building
Forms, policies and procedures
Frequently asked questions

Program Fees

At UNSW fees are generally charged at course level and therefore dependent upon individual enrolment and other factors such as student's residency status. For generic information on fees and additional expenses of UNSW programs, click on one of the following:

Domestic Students
Commonwealth Supported Students (if applicable)
International Students

Additional Expenses

Textbook and course notes depending on the course. Typically $50-200 per course and less than $100 for pre-owned texts.

Pre-2019 Handbook Editions

Access past handbook editions (2018 and prior)
Pre-2019 Handbook Editions