Course

Graduate Certificate in Commerce (Financial Planning)

Approved Abbreviation: GradCertCom(FinPlan)

---

Western Sydney University Course Code: 2690.1

Units may be revised or replaced to ensure students are provided with up to date curriculum throughout their studies, and this may result in a new course version. Refer to the Check My Course Progress page in MySR for the most up to date information for your course.

This course is designed for those who do not possess an undergraduate qualification, but who seek to pursue a postgraduate award relevant to the financial planning environment. Financial planning is an expanding area of practice for financial advisers, paraplanners, administration and support staff, risk writers, researchers and approved product list managers. Successful study within this award may allow articulation to the related Masters degree.

Study Mode
This course is offered externally, six months full-time or one year part-time.

Advanced standing

Advanced standing will be assessed in accordance with University policy.

Accreditation
Selected units may assist with the requirements of Regulatory Guideline 146 (RG146) training for financial product advisers.

Admission

Applicants must have successfully completed an undergraduate degree, or higher, in any discipline

or

three years full-time equivalent work experience in financial services or a related area.

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).

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/

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.

Course Structure

Qualification for this award requires the successful completion of four units selected from the list of alternate units below. Not all units are available in every semester.

Students may progress to Master of Commerce (Financial Planning), course code 2671 on completion of this award.

Alternate Units

Choose four of

CO801A

Principles of Financial Planning

CO802A

Principles of Investment Planning

CO803A

Planning for Retirement

CO804A

Insurance & Risk Management

CO805A

Estate Planning and Professional Responsibilities

AC808A

Taxation Planning and Implications