Our new suite of Financial Planning courses are designed in close consultation with industry, and delivered in a way that meets the needs of busy financial-planning professionals.
Kathy Walsh: Hi, my name Kathy Walsh. I'm a Professor of Finance at the UTS Business School and I'm also Director of the Master of Financial Planning.
Kathy Walsh: The role of a financial planner is very complex. You need a background in tax, incorporation law. You need to understand investments, specifically in areas of behavioural finance where you have to understand exactly the biases that are present when people make financial decisions.
Kathy Walsh: In addition to the skills as a financial planner, you also need a theoretical and analytical framework for making decisions. This will give you a deep and complex understanding of your client's needs.
Kathy Walsh: This course has been set up directly in response to Fazio's requirements for education. So if a financial planner already has a relevant degree, they'll just need to do the bridging courses. If they have an approved degree, they just need to do the ethics course. If they don't have a degree at all, they need to do the full graduate diploma.
Kathy Walsh: Now our degree is stackable, so the first four subjects gives you the graduate certificate, and that includes the bridging subjects. You add another four and you get the graduate diploma and that's approved by Fazio. Then you can another four units and get the master's degree and finish with a master's.
Kathy Walsh: The innovative case study approach allows students to embed ethical considerations into real world situations, so it becomes much more of an intrinsic skill rather than a compliance-based option. We work really closely with that industry board to make sure we had a course that was specifically designed for busy professionals. We do a six hour online component, then we have a Friday night, Saturday morning, and then we do that twice throughout the semester.
Kathy Walsh: It also means when you come into the classroom, you're sitting with other busy professionals working collaboratively to improve your skills and increase your knowledge base.
Kathy Walsh: So if you're interested in financial planning, get in touch with the UTS Business School to explore your options.
Passionate about helping others reach their financial goals?
Now, more than ever before, it’s important to be properly certified with a relevant, financial-planning qualification if you provide financial advice to clients. Designed to give you in-depth, comprehensive knowledge and perspectives on ethics in the industry, our courses have everything you need to be the best you can be in your industry and to provide the very best advice to your clients.
The Financial Planning program at UTS includes a 4-subject Graduate Certificate in Financial Planning, and a Financial Adviser Standards and Ethics Authority (FASEA)-accredited 8-subject Graduate Diploma in Financial Planning and a 12-subject Masters degree. Visit fasea.gov.au/education-requirements to determine the level of education needed for you. Applications for recognition of prior learning (RPL) will be considered on a case-by-case basis.
Learn with your Fellow Professionals
Face-to-face interaction with a group of highly motivated and engaged peers allows you to blend theory and practice by workshopping case studies and examples that mimic key aspects of the financial-planning profession.
We know you’re busy
We know that as a finance professional you need to keep up with the demands of your career. Combining study with work can be hard. After extensive consultation with our industry partners, we’ve designed the Master of Financial Planning program so that subjects are taken in a block mode over two weekends, consolidated by an additional online component. Face-to-face interaction with a group of highly motivated and engaged peers allows you to blend theory and practice by workshopping case studies and examples that mimic key aspects of the financial-planning profession. All of this and you can continue to work at the same time!
How the course works
The Master of Financial Planning consists of 12 subjects. Each subject includes a combination of:
- 2 x Friday-night classes, from 6pm to 9pm
- 2 x Saturday full-day classes, from 9am to 6pm
- 12 hours (approx) of online preparation
- An examination period
The 12 subjects are:
- 25772 Financial Planning: Principles and Regulation
- 25770 Behavioural Finance
- 79708 Contemporary Business Law
- 25769 Ethics for Financial Planning
- 25773 Investments and Risk Management
- 25775 Superannuation and Financial Planning
- 77938 Introduction to Taxation Law
- 77980 Estate and Retirement Planning
- 25774 Financial Planning as a Small Business
- 25767 Advanced Communication for Financial Planning
- 25768 Aged Care and Advanced Retirement Planning
- 25771 Financial Planning in Practice (Capstone)
Entry into our Financial Planning courses can be in either Autumn or Spring sessions in 2020. To qualify for the Masters program, you’ll need an undergraduate degree in any discipline.
Got the experience but not the undergraduate degree? We also offer a Graduate Certificate in Financial Planning and a Graduate Diploma in Financial Planning.
Please note, this course is only offered to domestic students.