Graduate Diploma of Financial Planning and Advice

Upon completion of this program, students should have an understanding of the regulatory framework governing the Australian financial services industry and possess basic financial planning skills in investment advice, investment strategies, superannuation, income taxation, retirement benefits and estate planning.

The course assists the financial planning profession to meet the required standards as per the planned guidelines of the proposed Professional Standards Council. It will not only provide an entry path way to graduates but to become professional financial planning practitioners. The course aims at providing minimum required qualification as per RG146 standards.

Study Pathway

Career Opportunities
Personal financial planning has become more important for those individuals who seek some advice on financial planning, financial planners and the government regulators who ensure that ethical standards are maintained by the professionals in giving planning advice.

Financial Advisors and Planners are required to have high level, independent judgments in a range of technical or management functions in varied specialised contexts to initiate, plan, implement and evaluate broad functions within varied specialised technical and/or creative contexts with responsibility and accountability for personal outputs and all aspects of the work or function of others within broad parameters.

Assessment
Assessment is to be conducted using the following principles:

  • Be designed in a way that allows students to demonstrate competency while on-the-job.
  • Use case studies and sample data based on realistic scenarios.
  • Holistic assessments are encouraged.
  • Role plays are considered appropriate for the demonstration of interpersonal skills.
  • Submission of a portfolio of sample work.
  • Provide an opportunity to gain recognition of prior learning and current competencies.
  • National Course Code
    10597NAT

    CRICOS Course Code

    Entry Requirement

      Successful completion of this course will require students to engage in unsupervised activities including:
    • completing written assignments/projects
    • completing self-study to revise and reinforce areas of knowledge
    • conducting research to gain up to date industry/professional information
    • preparing examples of work

    • The time required to undertake these activities will vary between students based on their experience. On average, the unsupervised activities listed above will equate to 640 - 800 hours. All students who do not complete the course will be issued with a 'Statement of Attainment' for specific units completed. The entry requirements for this course are as follows:
    • Bachelor Degree in business or related discipline
    • or
    • Qualification at Advanced Diploma level plus extensive experience (3 years)
    • Verifiable skill and experience at a degree level in a professional financial planning business environment.

    • No limitation to entry is set.

    Duration

    • 12 Months

    Course Fees

    • Tuition fees AUD$8000 (Domestic students)
    • Enrolment Fee AUD$250

    Intake

    • February, April, July and October

    Course Content

    Unit Code Unit Name
    GDFPAS801 Provide complex financial planning advice Download
    GDFEPS802 Develop advanced estate and superannuation plans Download
    GDFIPM803 Provide investment advice Download
    GDFSST804 Design tax minimisation plans Download