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Master of Financial Planning

Approved Abbreviation: MFinPlan


Western Sydney University Course Code: 2793.5

AQF Level: 9

Course Status: CURRENT
This version of the course is available to new and continuing students.


Students should follow the course structure for the course version relevant to the year they commenced. This version applies to students whose commencement year for this course is Quarter 2, 2018 or later.

Commencement Year 2018 (Quarter 1) - 2793.4 Master of Financial Planning

Commencement Year 2017 (Quarter 1) - 2793.3 Master of Financial Planning

Commencement Year 2016 (Quarter 4) - 2793.2 Master of Financial Planning

Commencement Year 2016 (Quarters 1 to 3) - 2793.1 Master of Financial Planning

The Master of Financial Planning is a fully online course designed to provide the educational basis to enable students to increase competence as professional financial advisers and gain an advanced knowledge and understanding of the financial planning industry. With the increasing complexity of taxation laws, the ageing population and the focus on self-reliance in retirement, the financial planning industry has evolved as a distinct profession in Australia. Individuals and organisations require the skills of professionally equipped financial planners to assist them in effective investment and risk management and also with complex retirement planning strategies. The curriculum reflects the Australian environment and laws. Students may exit, on completion of 40 credit points of units of the course, with a Graduate Certificate in Financial Planning or on completion of 80 credit points with a Graduate Diploma in Financial Planning.

Students may be eligible for advanced standing based on their previous qualifications and work experience.

This course is accredited by the Financial Planning Association (FPA) and meets the RG146 requirements as outlined under the heading 'Accreditation’ below. Details re the coverage of RG146 requirements are available via the link below.

RG146 Requirements

The University has approval from the Tax Practitioners Board (TPB) to deliver courses in Australia taxation law for tax (financial) advisers and commercial law for tax (financial) advisers. Completion of the Master of Financial Planning satisfies the tertiary qualifications requirements to register as a Tax (Financial) Adviser. Details of which units must be completed to meet these requirements can be found via the link below.

TPB Tax (Financial) Adviser Registration Requirements

Study Mode
One and a half years full-time or three years part-time.

Course Advice

NameEmail
Dr Peter Humphreyssgsmclientservices@westernsydney.edu.au
Prospective students should use the links at the top of the page for general enquiries about this course.

Location

CampusAttendanceModeCourse Advice
OnlineFull TimeOnline See above
OnlinePart TimeOnline See above

Accreditation
This course is accredited by the Financial Planning Association of Australia (FPA). The course satisfies eligibility requirements for Financial Planner AFP® membership and educational requirements for entry into the Certified Financial Planner CFP® Certification Program of FPA (students will also receive exemption for CFP 2, 3 and 4 therefore must complete CFP 1 to be eligible to sit the CFP Certification Assessment). This course also meets the RG146 generic knowledge requirements, specialist knowledge requirements and skills requirements as they currently stand. In addition, by completing the Master of Financial Planning, students satisfy the tertiary qualifications requirements to register as a Tax (Financial) Adviser with the Tax Practitioners Board (TPB). The Master of Financial Planning is accredited by the Financial Adviser Standards and Ethics Authority (FASEA) having met the FASEA Curriculum and standards requirements for the award.

Admission

Applicants must have successfully completed an undergraduate degree, or higher, in a business discipline;

Or

Successfully completed an undergraduate degree, or higher, in any discipline and have a minimum of two years full-time equivalent managerial/professional work experience in a related field;

Or

Successfully completed an undergraduate degree, or higher, in any discipline and have a minimum of five years general work experience in a related field.

Applicants seeking admission on the basis of work experience must support their application with a Statement of Service for all work experience listed on the application.

Statement of Service

Applications from Australian and New Zealand citizens and holders of permanent resident visas must be made via the Universities Admissions Centre (UAC). Use the links below to apply via UAC or Western Sydney University. Applications made directly to Western Sydney do not have an application fee.

Applicants who have undertaken studies overseas may have to provide proof of proficiency in English. Local and International applicants who are applying through the Universities Admissions Centre (UAC) will find details of minimum English proficiency requirements and acceptable proof on the UAC website. Local applicants applying directly to the University should also use the information provided on the UAC website.

http://www.uac.edu.au/

https://westernsydney.uac.edu.au/ws/

Overseas qualifications must be deemed by the Australian Education International - National Office of Overseas Skills Recognition (AEI-NOOSR) to be equivalent to Australian qualifications in order to be considered by UAC and Western Sydney University.

Association of Financial Advisers and Western Sydney University Articulation Agreement

Students who complete units 201008 Communication and Ethics for Financial Planners and 200871 Planning for Retirement in this course will receive exemption for the Association of Financial Advisers’ FChFP AFA3 and AFA4. Students who have completed the Association of Financial Advisers’ FChFP AFA 3 and 4 will receive exemptions for units 201008 Communication and Ethics for Financial Planners and 200871 Planning for Retirement.

Course Structure

Qualification for this award requires the successful completion of 120 credit points which includes twelve core units listed in the recommended sequence below.

Recommended Sequence

Full-time

Year 1

Quarter 1 session

201008Communication and Ethics for Financial Planners
200866Principles of Financial Planning

Quarter 2 session

200432Commercial Law
200868Investment Planning

Quarter 3 session

200867Superannuation
200869Principles of Taxation

Quarter 4 session

200870Insurance and Risk Management
200871Planning for Retirement

Year 2

Quarter 1 session

51168Funds Management and Portfolio Selection
200959Financial Planning Research Project

Quarter 2 session

200872Contemporary Issues in Taxation
200960Statement of Advice Research Project

Part-time

Year 1

Quarter 1 session

201008Communication and Ethics for Financial Planners

Quarter 2 session

200432Commercial Law

Quarter 3 session

200866Principles of Financial Planning

Quarter 4 session

200868Investment Planning

Year 2

Quarter 1 session

200867Superannuation

Quarter 2 session

200870Insurance and Risk Management

Quarter 3 session

200869Principles of Taxation

Quarter 4 session

200871Planning for Retirement

Year 3

Quarter 1 session

51168Funds Management and Portfolio Selection

Quarter 2 session

200872Contemporary Issues in Taxation

Quarter 3 session

200959Financial Planning Research Project

Quarter 4 session

200960Statement of Advice Research Project

Exit Awards

Students may elect to exit with the Graduate Diploma in Financial Planning. If you enrolled in Master of Financial Planning in the year 2018 please refer to 2794.4, if you enrolled in Q1 2019 please refer to 2794.5 and if you enrolled in Q2 2019 or later please refer to 2794.6 listed below.

2794.4 - Graduate Diploma in Financial Planning (exit only)

80 credit points, comprising of eight units which must include the following 40cp of units of the Graduate Certificate in Financial Planning; these being units: 201008 Communication and Ethics for Financial Planners; 200432 Commercial Law; 200866 Principles of Financial Planning; and either 200868 Investment Planning Or 200869 Principles of Taxation. (200959 Financial Planning Research Project and 200960 Statement of Advice Research Project units excluded).

2794.5 - Graduate Diploma in Financial Planning (exit only)

80 credit points, comprising of eight units which must include the following 50cp of Master of Financial Planning units; these being units: 201008 Communication and Ethics for Financial Planners; 200432 Commercial Law; 200866 Principles of Financial Planning; 200870 Insurance and Risk Management; and either 200868 Investment Planning Or 200869 Principles of Taxation. (200959 Financial Planning Research Project and 200960 Statement of Advice Research Project units excluded).

2794.6 - Graduate Diploma in Financial Planning

80 credit points, comprising eight units which must include: 201008 Communication and Ethics for Financial Planners; 200432 Commercial Law; 200866 Principles of Financial Planning; 200868 Investment Planning; 200869 Principles of Taxation; 200870 Insurance and Risk Management; 200867 Superannuation; 200871 Planning for Retirement.

Students may elect to exit with the Graduate Certificate in Financial Planning. Please refer to 2795.3 listed below

2795.3 - Graduate Certificate in Financial Planning

40 credit points including units: 201008 Communication and Ethics for Financial Planners; 200432 Commercial Law; 200866 Principles of Financial Planning; and either 200868 Investment Planning Or 200869 Principles of Taxation.



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