Graduate Certificate of Financial Planning (T3 2021)

Postgraduate coursework

Help clients achieve business goals and financial objectives by offering practical solutions. Enrol in Deakin's Graduate Certificate in Financial Planning.

This is the Trimester 3, 2021 version of this course.

The Trimester 3 teaching period starts from 8 November 2021.

Applications for this course close 24 October 2021.

Key facts

Duration

1 year part-time

Key dates

Direct applications to Deakin for Trimester 3 2021 close 24 October 2021

Current Deakin Students

To access your official course details for the year you started your degree, please visit the handbook

Course information

Be ready for Australia’s financial planning reforms by studying the Graduate Certificate of Financial Planning, which develops the decision-making skills needed to provide practical and professionally responsible financial advice to your client.

If you’re a financial planner returning to study, why not choose a course that’s purpose-built to help you stay ahead of industry requirements?

Designed to meet the current and future needs of the industry, the Graduate Certificate of Financial Planning places a strong emphasis on preparing professionally responsible financial planners, both in an ethical and compliance sense. Even experienced financial planners will graduate with valuable new skills and knowledge relating to:

  • ethics for financial services
  • financial behaviour and decision making
  • financial services regulation.

The Graduate Certificate of Financial Planning incorporates the Financial Adviser Standards and Ethics Authority’s (FASEA) three bridging units providing advisers with an opportunity to complete the bridging units and gain a formal qualification.

On completion of the Graduate Certificate of Financial Planning, you may wish to articulate into Deakin’s Graduate Diploma of Financial Planning or Master of Financial Planning.

Read More

Course structure

To complete the Graduate Certificate of Financial Planning, students must attain a total of 4 credit points, consisting of 3 credit points of core units and a one credit point elective unit chosen from a specified list, plus completion of the compulsory 0-credit point module, MAI010 Academic Integrity Module. Most units (think of units as 'subjects') are equal to 1 credit point.

3

Core units

1

Elective units

4

Total units

Core units

  • Financial Behaviour and Decision Making
  • Ethics for Financial Services
  • Financial Advice Regulation
  • Compulsory 0-credit point units

    To be completed in the first trimester of study:-

  • Academic Integrity Module
  • Elective units

    Plus a 1 credit point elective unit from:

  • Superannuation and Retirement Planning
  • Financial Planning Development *
  • Financial Planning and Economic Fundamentals
  • Principles of Income Tax Law
  • Business Law
  • * FASEA approved unit (Financial Advice Capstone subject). Please contact Unit Chair to discuss enrolment.

    Key information

    Award granted
    Graduate Certificate of Financial Planning
    Year

    2021 course information

    Deakin code
    M569
    Level
    Postgraduate (Graduate Certificate and Graduate Diploma)
    Approval status

    This course is approved by the University under the Higher Education Standards Framework.

    Australian Qualifications Framework (AQF) recognition

    The award conferred upon completion is recognised in the Australian Qualifications Framework at Level 8.

    Campuses by intake

    Campus availability varies per trimester. This means that a course offered in Trimester 1 may not be offered in the same location for Trimester 2 or 3. Read more to learn where this course will be offered throughout the year.

    Trimester 1 - March

    • Start date: March
    • Available at:
      • Burwood (Melbourne)
      • Cloud Campus

    Trimester 2 - July

    • Start date: July
    • Available at:
      • Cloud Campus

    Trimester 3 - November

    • Start date: November
    • Available at:
      • Burwood (Melbourne)
      • Cloud Campus

    Please note: This course is only available for part-time study.

    Additional course information


    Course duration
    - additional information
    Course duration may be affected by delays in completing course requirements, such as accessing or completing work placements.

    Mandatory student checks

    Units which contain work integrated learning, a community placement or interaction with the community may require a police check, working with children check or other check. These requirements will be detailed in unit guides upon enrolment.

    Workload

    As a student in the Faculty of Business and Law, you can expect to participate in a range of teaching activities each week. This could include classes, seminars, practicals and online interaction. You can refer to the individual unit details in the course structure for more information. You will also need to study and complete assessment tasks in your own time.

    Participation requirements

    Units in this course may have participation requirements that include compulsory placements, work-based training, community-based learning or collaborative research training arrangements.

    Reasonable adjustments to participation and other course requirements will be made for students with a disability. Click here for more information.

    Work experience

    This course does not require students to complete compulsory work integrated learning units.

    Need help?

    Ask a question about studying at Deakin

    Contact us

    Entry requirements

    Entry information

    Admission is based on:

    • Bachelor degree in any discipline OR
    • at least two years relevant professional work experience^ that demonstrates comprehensive knowledge in a financial planning environment OR
    • evidence of academic capability judged to be equivalent

    ^ Relevant work experience is determined as working within a financial services role or within the financial services sector. 

     For more information on the Admission Criteria and Selection (Higher Education Courses) Policy visit Deakin Policy Library.

    Deakin University offers admission to postgraduate courses through a number of Admission categories.

    All applicants must meet the minimum English language requirements.

    Please note that meeting the minimum admission requirements does not guarantee selection, which is based on merit, likelihood of success and availability of places in the course.

    For more information on the Admission Criteria and Selection (Higher Education Courses) Policy visit the Deakin Policy Library

    Recognition of prior learning

    The University aims to provide students with as much credit as possible for approved prior study or informal learning which exceeds the normal entrance requirements for the course and is within the constraints of the course regulations. Students are required to complete a minimum of one-third of the course at Deakin University, or four credit points, whichever is the greater. In the case of certificates, including graduate certificates, a minimum of two credit points within the course must be completed at Deakin.

    You can also refer to the Recognition of Prior Learning System which outlines the credit that may be granted towards a Deakin University degree and how to apply for credit.

    Fees and scholarships

    Fee information

    Estimated tuition fee - full-fee paying place

    The tuition fees you pay will depend on the units you choose to study as each unit has its own costs. The 'Estimated tuition fee' is provided as a guide only based on a typical enrolment of students undertaking this course.  

    Full-fee paying

    The 'Estimated tuition fee' is provided as a guide only based on a typical enrolment of students completing this course within the same year as they started. The cost will vary depending on the units you choose, your study load, the length of your course and any approved Recognition of Prior Learning.

    One year full-time study load is typically represented by four credit points of study for Graduate Certificates. Each unit you enrol in has a credit point value. The 'Estimated tuition fee' is calculated by adding together four credit points of a typical combination of units for your course.

    You can find the credit point value of each unit under the Unit Description by searching for the unit in the Handbook.

    Learn more about fees and available payment options.

    Job-ready Graduates package short courses 2021 

    Estimated tuition fee (CSP): Fee information is available via the fee estimator.

    The Australian Government's Job-ready Graduates package provided a limited number of Commonwealth Supported Places (CSPs) for this course in 2021.

    A CSP is a place in a course where Deakin receives some funding from the Australian Government. This means you'll only need to contribute part of the cost of your course – this is referred to as the 'student contribution'. In addition, if you meet the eligibility criteria and would prefer to defer your student contribution, you can apply for HECS-HELP. HECS-HELP provides you with a loan to cover your student contribution. 

    Scholarship options

    A Deakin scholarship might change your life. If you've got something special to offer Deakin – or you just need the financial help to get you here – we may have a scholarship opportunity for you.

    Search or browse through our scholarships

    Postgraduate bursary

    If you’re a Deakin alumnus commencing a postgraduate award course, you may be eligible to receive a 10% reduction per unit on your enrolment fees.

    Learn more about the 10% Deakin alumni discount

    Apply now

    How to apply

    Apply direct to Deakin

    Applications can be made directly to the University through the Deakin Application Portal. For information on the application process and closing dates, see the how to apply web page. Please note that closing dates may vary for individual courses.

    Need more information on how to apply?

    For more information on the application process and closing dates, see the How to apply webpage. If you're still having problems, please contact us for assistance.

    Contact information

    Prospective Students:
    Tel +61 3 9251 7969
    Email financial-planning@deakin.edu.au

    Current Students:
    Student Services Network (Faculty of Business and Law)
    Tel 03 9244 6555
    Email buslaw@deakin.edu.au

     

    Careers

    Career outcomes

    Whether you’re currently working in the industry or looking to move into a financial planning role, you’ll be prepared to excel in a variety of positions including:

    • financial adviser/planner
    • insurance adviser
    • paraplanner
    • business development manager
    • superannuation consultant
    • portfolio analyst
    • investment banker
    • claims administrator
    • compliance manager
    • risk adviser.

    Course learning outcomes

    Deakin's graduate learning outcomes describe the knowledge and capabilities graduates can demonstrate at the completion of their course. These outcomes mean that regardless of the Deakin course you undertake, you can rest assured your degree will teach you the skills and professional attributes that employers value. They'll set you up to learn and work effectively in the future.

    Graduate Learning Outcome Course Learning Outcome
    Discipline specific knowledge and capabilities Demonstrate the application of core financial planning concepts and theories in authentic contexts; and demonstrate knowledge and understanding of regulatory, ethical and legal obligations for financial advisers
    Communication Apply appropriate communication skills within the context of providing advice on financial matters
    Digital literacy Effectively and critically navigate, evaluate and create information using a range of digital technologies
    Critical thinking Analyse critically, evaluate and express sound judgement, ideas and reflection in relation to a range of core financial planning issues
    Problem solving Summarise and explain the financial planning issue to be solved and apply the financial tools necessary to reach a solution
    Self-management Develop skills necessary  for independent study and learning in the field of financial planning
    Teamwork Develop skills necessary  for independent study and learning in the field of financial planning
    Global citizenship Engage ethically, professionally and productively in work and a professional context, in a manner reflective of an understanding of ethical principles, a systematic knowledge of professional codes of conduct