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.