Financial Planning Course Guide

Our range of FASEA-approved courses will give you the knowledge and skills to meet the standards required of a financial planning professional. Whether you're a financial services professional or you're starting out in the industry, enhance your education and skills at one of the world's leading universities.

Premium. Proven. Loved. Study online at Deakin.

40 years of distance and online teaching excellence

#1 university in Australia for educational experience*

Connect with 60,000+ online students

Top 1% of universities worldwide#

Australia's top-rated tech support~

#1 university careers service in Australia^

78,000+ high-achieving online graduates

#1 university in Victoria for student satisfaction^^

Advance your financial planning career

Deakin offers a range of courses and units so you can fulfil your study goals in a supportive and flexible learning environment.

Online study

Fit your financial planning education around your lifestyle with Deakin's Cloud Campus. You'll experience a premium online learning platform backed by the top-ranked tech support in Australia.**

Learn more about online study

Fully supported

Every Deakin financial planning unit has a dedicated 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.

Ranked in the top 1%

With Deakin Business School being ranked in the top 1 per cent of business schools worldwide##, you'll receive a premium education and improve your career options both in Australia and around the globe.

Recognition of prior learning

Save time and money by getting your previous work and study experience recognised and earn credit towards your course.

Discover your credit entitlements

Combine your degree with CFP® certification

Deakin University has 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

Financial planning intensives

Our units are also available as three-day intensive programs, which is the equivalent to completing a unit over a 12-week trimester. Fast-track your studies and 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

Explore our financial planning courses

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.

Find your pathway

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FASEA-approved study options

AACSB-accredited business school

Five star teaching, facilities and research

Flexible online learning through our Cloud Campus

Accreditation

  • 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.

Financial planning webinar series

In our webinar series, Deakin's leading academic staff and special guests examine the key topics and issues facing the modern financial planning professional. You can use these webinars to gain valuable Continuing Professional Development (CPD) points by completing a short assessment task, or simply to explore areas of interest.

Find out more about our financial planning webinars

Frequently asked questions

Browse a few of our popular questions below. 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 2026, and a national examination by January 2022. 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 2022.
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 by existing advisers. Deakin will grant credits regardless of age, in-line with FASEA’s education policies.

Fees

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 2025.

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 partners

We're 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.

Benefits of partnering with us

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 contact us.

Email the Financial Planning team

Benefits for current partners

If you are affiliated with any of the following organisations, please contact us to learn about the benefits in studying at Deakin, including course discounts.

  • Financial Planning Association
  • TAL Insurance
  • Association of Financial Advisers
  • MLC
  • STEP
  • SMSF Network
  • IOOF
  • CPA Australia
  • XY Advisers
  • Findex
  • Australian Unity
  • ThinkCaddie

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 Financial Planning Partnerships Coordinator.

Email Chamalee Karunanayake

*2019 Student Experience Survey, based on undergraduate students
#ARWU Rankings 2019
^Australian Graduate Recruitment Industry Awards, 2017, 2018, 2019 winner
~According to the Voice Project IT Service Quality Support Benchmark Survey
^^Australian Graduate Survey 2010–2015, Graduate Outcomes Survey 2016–2019 (GOS), Quality Indicators for Learning and Teaching (QILT)
**According to the Voice Project IT Service Quality Support Benchmark Survey
##EQUIS accredited