Overview

The Graduate Certificate in Financial Planning is designed for professionals seeking to upgrade their investment, financial planning, taxation knowledge and skills for a career in personal financial advisory. The Graduate Certificate enables you to develop knowledge and skills in financial markets, financial products, financial planning, taxation law and strategies which … 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. The courses offered in the Graduate Certificate allow you to 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. 

Learning Outcomes

1.
Critical thinking and problem solving: Grad Cer in Financial Planning graduates will be able to collect, analyse and evaluate information and ideas.
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2.
Disciplinary knowledge: Grad Cert in Financial Planning graduates will be able to apply their selected knowledge of financial markets, financial products, taxation, financial planning, investment strategies in their practice.
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3.
Professional skills: Grad Cer in Financial Planning graduates will be able to demonstrate effective time and task management to achieve self-direction, and personal and professional goals.
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4.
Social, ethical and global perspectives: Grad Cert in Financial Planning graduates will be able to demonstrate understanding of social and global perspectives on a range of cultural, ethical, environmental and economic spheres of engagement.
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Graduate Capabilities

For more information on Graduate Capabilities please click on this link

Program Structure

Students must complete 24 UOC when taken as a standalone program.

Core Courses
Prescribed Electives

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

Minimum Entry Requirements

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

Program Requirements

Progression Requirements

Upon successful completion of these courses (minimum credit average) you have the opportunity to articulate into the Graduate Diploma of Financial Planning. Articulation into the Graduate Diploma of Financial Planning requires an achievement of 65 Weighted Average Mark (WAM). On successful completion of the Graduate Certificate you will need to complete an internal transfer form, see Additional Information below for link to online form.

For more information on university policy on progression requirements please visit Academic Progression

Associated Programs

Nested Postgraduate Program

Graduate Diploma in Financial Planning - GradDipFinPlan5273 - Financial Planning

Professional Outcomes

Career Opportunities

Given the rapid growth in the investment management and retirement planning demand in the dynamic Australian investment and regulatory environment, ample career opportunities are available. Career prospects include Personal financial advisor, para-planner with leading organisations or financial services firms.

Additional Information

Internal Online Transfer Form

www.business.unsw.edu.au/students/resources/online-forms

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 pre-2019 program requirements.

Contact the UNSW Business School Student Services Team for advice.
tel: + 61 2 9385 3189
location: The Nucleus: Student Hub, Main Library, Level 2
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 and Resources

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