Patrick Rowe wins AMP Uni Challenge

Financial planning

Shehan Rauff

Shehan Rauff
Master of Financial Planning

'When I looked up the Financial Planning Association of Australia, Deakin had the strongest reputation.'

Deakin Business School is a leading provider of financial planning education in Australia. We offer a range of courses designed to meet the needs of a rapidly growing but diverse marketplace.

Leaders in financial planning education

Financial planners have the necessary skills and knowledge to assist individuals and businesses in achieving their financial goals and objectives. They are innovative and lateral in their thinking, up to date with the latest changes and committed to providing sound, independent and ethical advice. Financial planners specialise in key financial areas such as superannuation and retirement planning, taxation, investment and estate planning.

Deakin Business School has firmly established its reputation as an industry leader in financial planning education with a focus on providing real-life work-based experiences for students. In the 2015 AMP University Challenge, Deakin students won took out both first and second places in the national competition.

What can you study?

Deakin Business School offers courses to suit the needs of all students ranging from those new to the industry or aspiring to a career in financial planning through to postgraduate courses that have been specifically designed to meet the needs of experienced practitioners that lack formal tertiary qualifications. No matter what stage of your career you are at, Deakin has a course in financial planning to suit your needs.

School leavers considering a career in financial planning: Bachelor of Commerce with a financial planning major.

Those with an undergraduate degree or with some relevant work experience, who seek a career or qualification in financial planning: Master of Financial Planning or Graduate Diploma of Financial Planning.

Professionals who are already RG146 compliant with extensive financial planning work experience who seek a formal qualification in financial planning: Master of Professional Practice (Financial Planning).

Bachelor of Commerce –
financial planning major

Course DescriptionCourse DurationAdmission RequirementsProfessional Accreditation

The financial planning major is professionally and practically oriented and aimed at those new to the industry and aspiring to a career in financial planning.

3 years or part-time equivalent consisting of 24 units.

Successfully completion of  VCE or equivalent; Those aged over 21 can apply under an alternative admission.

The course is assessed as an approved Degree by the Financial Planning Education Council. The financial planning major provides a pathway into the certification programs of both the Financial Planning Association of Australia and Association of Financial Advisers.

Graduate Diploma of Financial Planning

Course DescriptionCourse DurationAdmission RequirementsProfessional Accreditation
The Graduate Diploma of Financial Planning is aimed at those aspiring to a career in financial planning as well as those practitioners seeking to upgrade their qualifications in financial planning.

1 year or part-time equivalent consisting of 8 units.  Applicants may be eligible for advanced standing based on prior learning and relevant work experience.

An undergraduate degree.  An alternative entry pathway exists for those without an undergraduate degree but with 5 years relevant work experience.

The course is assessed as an approved Degree by the Financial Planning Education Council. The Graduate Diploma of Financial Planning provides a pathway into the certification programs of both the Financial Planning Association of Australia and Association of Financial Advisers.

Master of Financial Planning

Course DescriptionCourse DurationAdmission RequirementsProfessional Accreditation

The Master of Financial Planning is a professionally oriented course specifically designed to meet the education needs of the financial planning industry.  The course is aimed at those aspiring to a career in financial planning as well as those practitioners seeking to upgrade their qualifications in financial planning.

2 years or part-time equivalent consisting of 16 units.  Applicants may be eligible for advanced standing based on prior learning and relevant work experience.

An undergraduate degree.  An alternative entry pathway exists for those without an undergraduate degree but with 5 years relevant work experience.

The course is assessed as an approved Degree by the Financial Planning Education Council.

The Master of Financial Planning provides a pathway into the certification programs of both the Financial Planning Association of Australia and the Association of Financial Advisers with advanced standing.

Master of Professional Practice
(Financial Planning)

Course DescriptionCourse DurationAdmission RequirementsProfessional Accreditation
The Master of Professional Practice (Financial Planning) is designed for those experienced financial planning professionals who are seeking to progress their career through a professionally recognised postgraduate qualification.

2 year part-time consisting of 10 Professional Practice credentials and 3 units worth 4 credit points.

An undergraduate degree, be RG146 compliant and a have minimum of five years’ experience in providing financial product advice to retail clients at appropriate depth and breadth.

An alternative entry pathway exists for those experienced financial planners without an undergraduate degree.

The course provides a pathway into the certification program of the Association of Financial Advisers and graduates may be eligible for advanced standing. 

Deakin Business School has applied to have the course assessed as an approved degree by the Financial Planning Education Council.  Graduates would then be eligible for entry into the certification program of the Financial Planning Association of Australia.

Opportunities

As a financial planning graduate, you may find employment as a:

Financial or Insurance Adviser Business Development Manager Superannuation Consultant Portfolio Analyst
Personal Financial Planner Investment Banker Claims Administrator Academic
Compliance Manager Risk Adviser Mortgage Broker Taxation Adviser
Investment Analyst Client Relationship Manager

Undergraduate (Bachelor) degrees
Bachelor of Arts - Chinese/Bachelor of CommerceCourse information for:Local StudentsInternational Students
Bachelor of Arts/Bachelor of CommerceCourse information for:Local StudentsInternational Students
Bachelor of CommerceCourse information for:Local StudentsInternational Students
Bachelor of Commerce (Honours)Course information for:Local StudentsInternational Students
Bachelor of Commerce /Bachelor of Information SystemsCourse information for:Local StudentsInternational Students
Bachelor of Commerce/Bachelor of LawsCourse information for:Local StudentsInternational Students
Bachelor of Commerce/Bachelor of ScienceCourse information for:Local StudentsInternational Students
Bachelor of Criminology/Bachelor of LawsCourse information for:Local StudentsInternational Students
Bachelor of International Studies/Bachelor of CommerceCourse information for:Local StudentsInternational Students
Bachelor of ManagementCourse information for:Local StudentsInternational Students
Bachelor of Property and Real Estate/Bachelor of CommerceCourse information for:Local StudentsInternational Students
Bachelor of Public Health and Health Promotion/Bachelor of CommerceCourse information for:Local StudentsInternational Students
Postgraduate degrees
Graduate Certificate of Financial PlanningCourse information for:Local Students
Graduate Certificate of International FinanceCourse information for:Local StudentsInternational Students
Graduate Certificate of Professional Practice (Financial Planning)Course information for:Local StudentsInternational Students
Graduate Diploma of Business AdministrationCourse information for:Local StudentsInternational Students
Graduate Diploma of CommerceCourse information for:Local StudentsInternational Students
Graduate Diploma of Financial PlanningCourse information for:Local Students
Graduate Diploma of International FinanceCourse information for:Local StudentsInternational Students
Graduate Diploma of Professional Practice (Financial Planning)Course information for:Local StudentsInternational Students
Master of Accounting and International FinanceCourse information for:Local StudentsInternational Students
Master of Business AdministrationCourse information for:Local StudentsInternational Students
Master of Business Administration (International)Course information for:Local StudentsInternational Students
Master of CommerceCourse information for:Local StudentsInternational Students
Master of Commerce (Research)Course information for:Local StudentsInternational Students
Master of Financial PlanningCourse information for:Local StudentsInternational Students
Master of Professional Practice (Financial Planning)Course information for:Local StudentsInternational Students

Why study at Deakin?

Professional recognition

The Bachelor of Commerce with a financial planning major, the Graduate Diploma in Financial Planning and the Master of Financial Planning have all been assessed as approved Degree’s by the Financial Planning Education Council and also meet the training standards of ASIC’s Regulatory Guide 146 with respect to generic and specialist knowledge areas and skills requirements.

Financial Planning Education Council logo
Fellow Chartered Financial Practitioner

Graduates of these courses are eligible for entry into the CERTIFIED FINANCIAL PLANNER® Certification Program offered by the Financial Planning Association of Australia, and the Fellow Chartered Financial Practitioner (FChFP) designation offered by the Association of Financial Advisers.

Successful completion of the Master of Financial Planning also provides advanced standing for three of the five CFP® Certification subjects, namely CFP 2, CFP 3 and CFP 4 as well as eligibility for advanced standing into the Fellow Chartered Financial Practitioner (FChFP) designation.

Deakin Business School has applied to the Financial Planning Association of Australia to have the Master of Professional Practice (Financial Planning) assessed as an approved degree by the Financial Planning Education Council.

Scholarship opportunities

Generous scholarships are available to students studying in their second or third year of the Bachelor of Commerce, majoring in Financial Planning.

The Platinum Asset Management Scholarships provide assistance during your study, and the opportunity to gain paid work experience in Sydney in association with the Neilson Foundation and Platinum Asset Management.

Platinum Asset Management is an Australian based fund manager which specialises in investing in international equities.


Gain experience while you study

Work experience can make all the difference when you graduate and are applying for jobs. You can gain work experience and credit towards your degree with Work Integrated Learning (WIL). The Faculty of Business and Law offers several flexible WIL programs suitable for most students in all disciplines and levels including those from other faculties and universities. These include business internships, community-based volunteering, work-based learning, team-based learning and industry-based learning. Read more.


Undergraduate and Postgraduate information booklets

Undergraduate Business

Undergraduate Business

(PDF, 3.7 MB)
Postgraduate Business and Law

Postgraduate Business and Law

(PDF, 1.7 MB)
Financial Planning Education at Deakin

Financial Planning Education at Deakin

(PDF, 968.9 KB)
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