Build new skills. Become compliant. Boost your employability.
Our financial planning intensives and single units can help you satisfy the Financial Adviser Standards education requirements for financial advisers. On top of that, you'll be enhancing your CV with skills employers are looking for, while connecting with bright minds in financial planning from all over Australia.
If you're an existing adviser with an approved degree, you'll need to complete one unit covering the Financial Adviser Standards' Code of Ethics by 2026. If you're an existing adviser with a relevant degree in a related field of study, you'll need to complete three bridging courses (equivalent to a Deakin unit), plus one Financial Adviser Standards' approved unit. Unsure about your pathway to becoming compliant? We can help.
Fees (domestic students)
Award (studying within a course)
$3625
Non-award (studying a single unit)
$4077
B2B partners are eligible for a unit fee discount. You can contact our team for more information on opportunities to partner with Deakin.
Intensive units available for study
Deakin's three-day intensive programs are designed to provide you with essential knowledge for your financial planning career. Immerse yourself in a flexible learning environment with leading academics and industry experts, and build your professional networks.
- All of our single-unit intensive programs are Financial Adviser Standards compliant, and study of intensive programs will contribute to Continuing Professional Development (CPD).
- Each program involves applying principles to case-studies in a supportive and informal format, with no exams required. You can explore the assessments for each unit by searching the 2022 handbook.
- Readings and learning activities leading up to the program mean you can apply your knowledge as soon as you arrive.
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Ethics for Financial Services (Intensive)
Single unit
Equivalent to the Code of Ethics and Code Monitoring Bodies Financial Adviser Standards bridging unit.
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Financial Advice Regulation (Intensive)
Single unit
Equivalent to the Financial Advice Regulatory & Legal Obligations Financial Adviser Standards bridging unit.
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Financial Behaviour and Decision Making (Intensive)
Single unit
Equivalent to the Behavioural Finance: Client and Consumer Behaviour, Engagement and Decision Making Financial Adviser Standards bridging unit.
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Estate Planning and Risk Management Strategies
Single unit
Introduces the role of the professional financial adviser in wealth protection and the distribution of wealth upon death.
While it can be intimidating to go back to study, many find it stimulating and refreshing. Mature-age students established in their careers often find they reconnect with the original passion that propelled them into the field.
Marc Olynyk
Course Director, Financial Planning
Single units available for study
Single units are a great way to meet the specific Financial Adviser Standards you need. Each unit is run over 12 weeks via our typical trimester system and will contribute to Continuing Professional Development (CPD).
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Ethics for Financial Services
Single unit
An essential unit for all financial planners under Financial Adviser Standards' education guidelines. Learn to navigate ethical issues in the workplace and apply ethical principles in your decision-making. Equivalent to the Code of Ethics and Code Monitoring Bodies Financial Adviser Standards bridging unit.
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Financial Advice Regulation
Single unit
Learn about financial advice regulation in Australia, including the work of key bodies like ASIC and APRA. Explore financial crises, financial services and the reforms shaping the industry. Equivalent to the Financial Advice Regulatory and Legal Obligations Financial Adviser Standards bridging unit.
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Financial Behaviour and Decision Making
Single unit
Build the technical and professional skills to better understand your clients’ needs and anticipate issues they might not have considered. Equivalent to the Behavioural Finance: Client and Consumer Behaviour, Engagement and Decision Making Financial Adviser Standards bridging unit.
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Financial Planning Development
Single unit
Get an introduction to the financial planning process and learn how to develop a financial plan. The unit considers issues relating to risk management, estate planning and salary packaging. Equivalent to one Financial Adviser Standards Financial Advice Capstone Subject.
Program details
Venue
Intensives in 2022 will be held online via Zoom, unless otherwise noted. Please note we have a dedicated team to help you with Zoom and other IT matters.
Time
Intensives generally run Wednesday to Friday from 8am–5pm.
Please note that MAI728 in May and November will be held over four days with a shorter running time from 9am–2pm.
Discover your financial planning pathway
Use our unique pathway tool to discover which courses or units you require to become compliant with the Financial Adviser Standards.
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.
Get in touch
We're ready to help you make an informed choice. Our future student advisers are available to speak to you one-on-one about your study options, support services and how we can help you further your career.
Domestic students
+61 3 9251 7969
financial-planning@deakin.edu.au
Book a consultation
International students
+61 3 9918 9188
study@deakin.edu.au
Enquire online
*2019 Student Experience Survey, based on undergraduate students
#ARWU Rankings 2022
~According to the Voice Project IT Service Quality Support Benchmark Survey
^Australian Graduate Recruitment Industry Awards, 2017, 2018, 2019 winner
^^Australian Graduate Survey 2010–2015, Graduate Outcomes Survey 2016–2019 (GOS), Quality Indicators for Learning and Teaching (QILT)
***Graduate Outcomes Survey 2018