Course

Graduate Certificate in Financial Planning

Approved Abbreviation: GradCertFinPlan


Western Sydney University Course Code: 2795.3

AQF Level: 8

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) - 2795.2 Graduate Certificate in Financial Planning

Commencement Year 2016 (Quarter 1) - 2795.1 Graduate Certificate in Financial Planning

The Graduate Certificate in Financial Planning is a fully online course designed to introduce students to post graduate study in the Financial Planning sector with the option to continue into a Graduate Diploma in Financial Planning and a Master of Financial Planning.

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

Study Mode
Six months full-time or one year part-time.

Admission

Applicants must have:

Successfully completed an undergraduate degree, or higher, in any discipline;

Or

Have an associate degree, or higher, in a business discipline;

Or

Have an advanced diploma, or higher, in a business discipline and have a minimum of five years general work experience in a related field;

Or

Have a minimum of three years full-time equivalent managerial/professional work experience in a related field;

Or

Submitted other evidence of general and professional qualifications that demonstrates potential to pursue graduate studies.

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 the Graduate Certificate will receive exemption for the Association of Financial Advisers’ FChFP AFA 4 and students who have completed the Association of Financial Advisers’ FChFP AFA 4 will receive an exemption for 201008 Communication and Ethics for Financial Planners.

Course Structure

Qualification for this award requires the successful completion of 40 credit points listed in the recommended sequence below.

Recommended Sequence

Full-time

Year 1

Quarter 1 session

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

Quarter 2 session

200432Commercial Law

Choose one of:

200868Investment Planning

or

200869Principles of Taxation

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

or

200869Principles of Taxation


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