Financial Planning Course Guide

Navigate your next step through a leading university, ranked in the top 1% worldwide. Our range of FASEA-approved courses will give you the knowledge and skills to meet the training and ethical standards required of a financial planning professional.

FASEA-approved study options

AACSB-accredited business school

Five star teaching, facilities, and research*

Advance your financial planning career

Deakin offers a range of courses and units so you can fulfil your study goals in a supportive, flexible, accredited learning environment. Whether you are a financial services professional studying to become compliant with FASEA requirements, or you're just starting out in the industry, take the opportunity to enhance your education and skills at one of the world's leading universities.

Fully supported

Enhance your study skills with our faculty mentors, after-hours library access, and helpful IT staff.

Flexible study options

Fit your financial planning education around your lifestyle with Deakin's Cloud Campus.

Recognition of prior learning

Save time and money by gaining credits for your previous qualifications and experience.

Financial planning intensives 2020

Fast-track your learning experience with our three-day intensive programs, equivalent to completing a unit over a 12-week trimester.

Save money and time as you immerse yourself in financial planning in a supportive and flexible learning environment.

Learn more about our financial planning intensives

Combine your degree with CFP® certification

Deakin University has entered into a unique partnership with the Financial Planning Association (FPA), which allows students to combine a Master of Financial Planning degree with the CFP® Certification Program. Students who complete the CFP® Certification Unit as their elective option will satisfy the education requirements of the CFP® Certification Program upon graduating. Once the industry experience requirements of the CFP® Certification Program are met, students can apply for the CFP® designation.

Learn more about the partnership with FPA

Explore our single units (bridging courses)

Ethics for Financial Services

Developing appreciation and knowledge of ethical principles in financial planning decision-making processes.

Learn more about the unit

Financial Behaviour and Decision Making

Enhancing understandings of client needs and to formulate the most appropriate strategies and solutions.

Learn more about the unit

Financial Services Regulation

Providing essential legal and policy knowledge of financial regulatory theories, institutions, and statutory provisions.

Learn more about the unit

Explore our financial planning courses

Graduate Certificate of Financial Planning

Incorporating FASEA-approved bridging units, this course supports students to learn the financial planning essentials.

Graduate Diploma of Financial Planning

An approved pathway to meet FASEA's new education standards, preparing graduates for the industry.

Master of Financial Planning

Students learn to translate theory into practice in this FASEA-approved postgraduate program.

Bachelor of Commerce

Developing practical skills and experience in finance, accounting, management, or marketing.

Master of Business Administration

Become a business leader of tomorrow with one of Australia's premier business education programs.

Discover your financial planning pathway

Use our unique pathway tool to discover which courses or units you require to become compliant with the new FASEA rules. Plus, get an indication of your credit entitlements.

Go to pathway tool

Which study option is right for you?

CourseFASEA-approved?Duration Start datesCampusUnits Online study? Credit offered?
Graduate Certificate of Financial Planning

Units within the course are FASEA-approved

1 year

Part-time only

March, July, November

Burwood (Melbourne)

Cloud Campus


Graduate Diploma of Financial Planning

1 year

Full-time or part-time equivalent

March, July, November

Burwood (Melbourne)

Cloud Campus


Master of Financial Planning

1.5 years

Full-time or part-time equivalent

March, July, November

Burwood (Melbourne)

Cloud Campus


Master of Business Administration

Cross icon

Units within the course are FASEA-approved

1.5 years

Full-time or part-time equivalent

March, July, November

Burwood (Melbourne)

Cloud Campus


tick icon

tick icon 
Bachelor of Commerce

3 years

Full-time or part-time equivalent

March, July, November Burwood (Melbourne)

Waterfront (Geelong)


Cloud Campus

Ethics for Financial Services (intensive)

single unit

3 days face-to-face

10 weeks intensive delivery
April, July, October Off-campus conference venue (Melbourne) Single

Bridging courses

single units

12 weeks

Refer to individual bridging course page

Burwood (Melbourne)

Cloud Campus


*Not all major sequences are available via Campus study at Warrnambool. Students undertaking units in major sequences that are not available in Campus mode may enrol in units offered in Cloud (online) mode.

Study with confidence

Every Deakin financial planning unit has a dedicated, allocated academic who is available to support your studies and answer your questions. Plus, all of our full-time financial planning staff are either current or former advisers.

Deakin Webinar Series: FASEA code of ethics with Deen Sanders

Join Adjunct Professor of Financial Planning and former CEO of FASEA, Dr Deen Sanders to learn about the importance of ethics, plus the courses available for new and existing advisers.

Deakin Webinar Series: Ethical challenges for financial advisers

We explore the modern ethical challenges faced by financial advisers, and ways to improve your ethical decision making in the workplace.


The Graduate Diploma of Financial Planning, Master of Financial Planning and bridging units (MAA769, MLC714 and MAA728) are FASEA approved.

Our Master of Financial Planning provides advanced standing into the Fellow Chartered Financial Practitioner (FChFP) program awarded by the Association of Financial Advisers (AFA). Students could obtain accreditation from the Society of Trust and Estate Practitioners (STEP) by completing MAA747 – Administration of Trusts and Estates.

Deakin Business School (DBS) is internationally accredited by the Association to Advance Collegiate Schools of Business (AACSB), and is EPAS accredited by the European Foundation for Management Development (EFMD). EPAS is an international quality benchmark for business programs worldwide. This also puts Deakin Business School in the top 1 per cent of business schools worldwide.

About our staff

Get expert support and guidance on your academic journey with the Deakin Business School team.

Meet the team

Senior Lecturer, Financial Planning
Marc Olynyk

Senior Lecturer, Financial Planning
Mike Kerry

Lecturer, Financial Planning
Dr Campbell Heggen

Teaching Scholar, Financial Planning
Ash McAuliffe

Professor of Practice
Dr Adam Steen

Adjunct Professor
Dr Deen Sanders OAM

Senior Lecturer, Law
Dr Rami Hanegbi

Lecturer, Law
Dr Zehra Gulay Kavame Eroglu

Senior Lecturer, Finance
Dr Kannan Thuraisamy

Senior Lecturer, Finance
Dr Xinwei Zheng

Associate Professor, Accounting and Finance
Dr Anthony Ng

Senior Lecturer, Law
Dr Firew Tiba

Associate Professor, Accounting
Dr Jun Yao

We're here to help

Our team of advisers are on-hand, whether you're working out your journey to becoming compliant or starting a career in financial planning. Book a one-on-one phone conversation or talk with us now via live chat.

Book a consultation

Frequently asked questions

Browse a few of our popular questions below to learn about the new FASEA requirements. If your question isn't covered, feel free to get in touch with the team.

FASEA requirements

What are the FASEA requirements?

The Financial Adviser Standards and Ethics Authority (FASEA) recently announced new education requirements for all financial advisers to promote professional standards in the industry. All advisers will need to have completed further study by 2024, and a national examination by January 2021. While the extent of the study required will depend upon your qualifications and recognition of prior learning (RPL), as a minimum all existing advisers will need to complete further studies in Ethics for Financial Services (MAA769). All advisers will also be required to pass a national examination by 1 January 2021.
Learn more about FASEA's education requirements

What is an approved degree?

An approved degree is a degree qualification (undergraduate or postgraduate in financial planning) that has been accredited by FASEA.
Go to a current list of approved degrees

What is a relevant degree?

FASEA has not listed any degrees as being relevant degrees. Instead it defines a relevant degree as a completed bachelor, graduate diploma, or masters qualification in a related field,  which contains at least eight units in one or more of the designated fields of study:

  • financial planning (includes financial advice areas of superannuation, retirement, insurance, estate planning)
  • investments (includes all types of investments (e.g. shares, derivatives, foreign exchange, options etc.)
  • accounting
  • taxation/tax law (as defined by the Tax Practitioners Board (TPB))
  • finance law
  • finance
  • business law (as defined by the TPB)
  • estate law
  • banking
  • economics.

How do I know which requirements apply to me?

We have created a unique adviser education pathway tool, designed to help you discover which courses or units are required depending on your previous education and professional experience.

Recognition of prior learning

How do I find information on Deakin credits?

Deakin will grant Recognition of Prior Learning (RPL) in-line with FASEA’s education policies. While we are able to provide an informal indication of credit entitlements either via our adviser education pathway tool, to obtain official approval you will need to submit an online RPL application form at the same time as your course application.

If admission into Deakin is offered, credits will be confirmed with your offer or as soon as possible after an offer has been made. There are no costs involved in applying or seeking a formal credit assessment.
Learn more about applying to Deakin

Will Deakin provide credit for professional designations?

Once a professional designation is approved by FASEA, you may be eligible for up to two credits in our Graduate Diploma of Financial Planning and up to four credits in our Master of Financial Planning.

What if I completed my qualifications more than 10 years ago?

FASEA has not placed a time limit on qualifications completed. Deakin will grant credits regardless of age, in-line with FASEA’s education policies.


What is the cost of a unit?

The 2020 cost for a unit in our postgraduate financial planning courses (Graduate Certificate, Graduate Diploma and Master of Financial Planning) is $3350. The cost for a unit studied as a stand-alone (non-award) unit is $3710. This cost may be reduced if you are part of a large dealer group or professional association that has a formal agreement with Deakin.
Learn more about fees at Deakin

What payment assistance is available?

Payment assistance is available for postgraduate award courses through FEE-HELP for domestic students. Please note that FEE-HELP is not available for units taken as a single enrolment.
Learn more about FEE-HELP

Planning your studies

Where can I complete my studies?

All units are available online via our award-winning Cloud Campus. This provides you with the flexibility to study what, when, and how you want, so you can fit your studies into your busy lifestyle. Units are also offered face-to-face at our Melbourne Burwood Campus.

How many offerings do you have each year?

Three. Deakin operates a trimester study schedule, which means Trimester 1 runs from March to June, Trimester 2 from July to October, and Trimester 3 from November to February.

How many units should I do at a time?

If you are currently working full time we recommend taking only one unit per trimester until you are comfortable with a larger study load.

What is the advantage of commencing my degree sooner rather than later?

Commencing as soon as possible will allow you to pace your studies over an extended time and not risk meeting the cut-off date. An earlier commencement is particularly important if you need to undertake six to eight units of the Graduate Diploma of Financial Planning to ensure your studies are well completed before 31 December 2023.

Can I transfer to a Master of Financial Planning after completing a Graduate Diploma of Financial Planning?

Yes. After completing the Graduate Diploma of Financial Planning, you can transfer onto the Master of Financial Planning with full credits.

B2B partnerships

Does Deakin enter into partnerships with licensees (B2B) and what are the benefits?

We are happy to discuss establishing B2B partnerships with licensees and other organisations, which provide significant benefits in the form of course discounts and rebates, support services and a personalised student experience. Forming a partnership with Deakin will provide your organisation and advisers with access to a comprehensive range of education services including:

  • a full complement of education courses that satisfy FASEA’s education requirements
  • the ability to complete units as part of a qualification or as separate non-award single enrolments
  • free credit assessments and mapping
  • study support and practice questions for the national examination
  • access to our top students as interns and/or work-ready graduates.

To arrange a discussion about entering into a B2B partnership with Deakin, please call +61 3 9244 5009 or email

Contact us

For more information or to get your questions answered, please get in touch.

To learn more about B2B opportunities with Deakin, contact our partnerships team.
+61 3 9244 5009

*Quacquarelli Symonds (QS)