Recommended Study Sequence

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Accreditation

Selected units may assist with PS146 requirements.

Advanced Standing

Advanced standings may be granted in accordance with UWS rules. Maximum of 25% of study

Admission

Applications to this course must be made through the Universities Admissions Centre (UAC).

International applicants should contact UWS International for details on admission. Contact information for the International Office is available from the UWS website.

Three years of relevant workplace experience and/or possession of acceptable tertiary qualifications.

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

Principles of Financial Planning

This introductory unit describes the nature and process of financial planning within the Australian economic and taxation environment. A range of investment products are introduced, along with an elementary exposure to risk management, retirement planning and estate planning. These issues will be extended in later units.

Principles of Investment Planning

This unit introduces basic concepts of risk and return in relation to investment planning. Various investment vehicles are covered including shares, fixed interest investments and real estate.

Planning for Retirement

This unit provides an understanding of the complex arrangements associated with the legal and financial aspects of retirement planning. It emphasises analysis of complex recent superannuation changes.

Insurance & Risk Management

This unit introduces students to the use of insurance to manage risk. It aims to identify, evaluate and manage risk in relation to a financial plan. In addition, a thorough coverage of available insurance products will be undertaken.

Estate Planning and Professional Responsibilities

This unit examines issues related to estate planning including wills and powers of attorney. In addition, the legal and professional responsibilities of financial planners is covered.

Graduate Certificate in Commerce (Financial Planning)

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 and public sectors. Successful study within this award may allow articulation to the related Masters degree.

Duration

This course is offered externally, both full-time and part-time. Duration for full-time is six months, part-time is 1 year.

Accreditation

Selected units may assist with RG146 requirements.

How to Apply

All domestic applications for entry to UWS postgraduate courses must be made through the Universities Admissions Centre (UAC). Step by step instructions are available on on How to Apply pages.

Admission Requirements

Three years of relevant workplace experience and/or possession of acceptable tertiary qualifications.

Advanced Standing

Advanced standings may be granted for postgraduate units successfully completed at UWS or other recognised academic institutions, or postgraduate level units successfully completed with a recognised professional body. The maximum advanced standings allowed is 20 credit points comprising 25% of total study.

Course Structure

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

Other UWS PG Courses

Master of Commerce (Financial Planning)

Do you need more information?

Request a course and application information pack or contact us.
Course Enquiry Form
International Course Enquiry Form

You are also invited to come along to our Business Masters Information Evening where you will be able to speak with academic staff members about the courses available, find out about the application process and network with like minded people.