Graduate Diploma
*- As of January 1st, 2022, the responsibilities of the Financial Adviser Standards and Ethics Authority (FASEA) have been, in part, taken over by the Federal Treasury.
*- As of January 1st, 2022, the responsibilities of the Financial Adviser Standards and Ethics Authority (FASEA) have been, in part, taken over by the Federal Treasury.
You must have one of:
You must have completed the QUT Graduate Certificate in Business (Financial Planning) with a minimum grade point average (GPA) of 4.00 within the last 7 years.
A completed recognised bachelor degree in any discipline with a minimum grade point average (GPA) score of 4.00 (or equivalent on QUT's 7 point scale).
This course will introduce foundational concepts in finance taxation law superannuation and retirement planning. You will further build your knowledge and skills in insurance risk management and estate planning financial services and law and personal financial planning. Throughout this course you will take part in practical projects including completing tax returns and analysing complex capital budgeting problems superannuation funds and financial regulation issues. In your capstone unit you will look at engaging clients to prepare an effective meaningful and compliant financial plan.
Graduates will be ready to participate in the educational qualifications and standards framework set by the Financial Adviser Standards and Ethics Authority (FASEA). This is the first step to be eligible to be properly authorised to provide personal financial planning advice to retail clients.
You will undertake eight core financial planning units (total of 96 credit points).
You will undertake eight core financial planning units (total of 96 credit points).