This course explores important steps in the financial planning process such as gathering qualitative and quantitative data, identifying goals, and recognising financial problems. Key assessments will test your ability to apply financial planning theory to develop strategies and address financial challenges. You will also develop a range of skills and knowledge associated with providing compliant financial advice to clients across different types of financial products.
The Financial Adviser Standards and Ethics Authority (FASEA) has announced mandatory educational requirements and professional standards for the financial advice sector. The University of Tasmania is an approved FASEA Higher Education Provider, which means the Graduate Diploma in Financial Planning meets these standards. This includes the FASEA bridging course Ethics for Professional Advisers, which is the minimum requirement for existing advisers.
This is an 8 unit (100 credit point) 1-3 year course of study and is available in both on campus and off campus modes. All units are subject to formal assessment including the completion of continuous assessment such as assignments, and a final examination.
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Delivery mode
This course is available in the following study modes:
Locations
Churchill Ave, Hobart 7005
Entry Requirements
There are no formal academic requirements
For entry into the Graduate Diploma of Financial Planning, students must meet the following criteria:
- Completed an undergraduate degree, or equivalent, from an approved tertiary institution; or
- Completed a Graduate Certificate, or equivalent, from an approved tertiary institution; or
- Have qualifications, relevant work experience or other special circumstances, as approved by the Executive Dean or delegated authority.
Course fees
Course fee
Unknown
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For more information about this course and payment options please enquire now.
Related career opportunities
This course will prepare you for the following roles.
About University of Tasmania
Providing a good education to as many Tasmanians as possible is at the heart of everything we do.
To strengthen and future-proof our ability to do this, we’re transforming our University. We’re building new pathways for our students, reflecting their changing needs, so that where you start in life does not define where you go.
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University of Tasmania
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