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Note: This course is expected to be offered in Semester 1 2020
The Graduate Diploma of Financial Planning is a one-year course designed to provide a comprehensive study program in all aspects of financial advising and planning relevant to the financial needs of individuals and business owners. The course includes the areas of knowledge required by the Financial Adviser Standards and Ethics Authority for new entrants to the financial advising and planning profession who have a degree in an unrelated field, and for existing advisers without a degree qualification.
The course curriculum includes the key areas of financial advice regulation and legal obligations, ethics for professional advisers, client engagement and decision making within a behavioural finance context, business law and taxation for financial advisers. In addition, the course examines superannuation, retirement and estate planning, risk and insurance, investment analysis and advice.
The course includes a financial advising and planning capstone unit focused on researching, preparing, presenting and negotiating a complete Statement of Advice within a complex client scenario.
The Graduate Diploma forms the first two semesters of the Master of Financial Planning.
Completion of a three-year Australian bachelor’s degree in any field or a higher level qualification. International students with equivalent qualifications are eligible.
Applicants holding a business-related Australian bachelor’s or higher level qualification may be eligible for exemptions.
Applicants with at least five years’ financial planning experience and no degree are eligible to apply.
IELTS Academic A minimum overall score of 6.5 with no individual band less than 6.0.
Recognition of prior learning (RPL) is available and will be assessed in accordance with TOP's RPL Policy. Please refer to the Application for Recognition of Prior Learning and the RPL policy and procedure for further details.
The course structure consists of two semesters each of 12 weeks’ duration followed by an exam period. Four units each semester is a standard full-time workload.
To qualify for the award of Graduate Diploma of Financial Planning, a candidate must complete eight units (48 credit points). All units are core; there are no electives.
TPLA601 Financial Advice and Regulation
TPLA602 Ethics, Professionalism and Client Engagement
TPLA603 Investment Advice and Behavioural Finance
TLAW601 Australian Commercial Law
Exit with a Graduate Certificate in Financial Planning
TPLA604 Superannuation and Retirement Planning
TPLA605 Insurance and Estate Planning
TLAW602 Australian Taxation
TPLA606 Financial Planning Capstone
Exit with a Graduate Diploma of Financial Planning