Graduate Diploma of Financial Planning

This course explores important steps in the financial planning process such as gathering qualitative and quantitative data, identifying goals, and recognising financial problems. Key assessments will test your ability to apply financial planning theory to develop strategies and address financial challenges. You will also develop a range of skills and knowledge associated with providing compliant financial advice to clients across different types of financial products.

The Financial Adviser Standards and Ethics Authority (FASEA) has announced mandatory educational requirements and professional standards for the financial advice sector. The University of Tasmania is an approved FASEA Higher Education Provider, which means the Graduate Diploma in Financial Planning meets these standards. This includes the FASEA bridging course Ethics for Professional Advisers, which is the minimum requirement for existing advisers.

This is an 8 unit (100 credit point) 1-3 year course of study and is available in both on campus and off campus modes. All units are subject to formal assessment including the completion of continuous assessment such as assignments, and a final examination.

The Graduate Diploma of Financial Planning is an externally accredited degree.

This course is accredited by FASEA and upon completion of the course, graduates meet the Financial Adviser Standards. The Financial Adviser Standards are administered by the Australian government department: Treasury. For further requirements on the Financial Adviser Standards, please visit the Treasury website. Note that there may be additional requirements for becoming a Financial Adviser beyond the completion of the course.

If you have any queries about the accreditation process, please contact us for further information.

The Graduate Diploma of Financial Planning consists of 8 core units (100 credit points).

Please note that you may not be able to complete this course in one year (full-time) if commencing in Semester 2 as you will be required to complete BFA508 and BFA509 prior to enrolment in the capstone unit BFA610.

The College of Business & Economics approves the following exceptions to the CLTC Credit Guidelines for existing advisors as defined by FASEA.

• All credit applications for existing advisors will be considered by the course coordinator in accordance with FASEA guidelines.
• Clause 3.7 shall not apply to existing advisors, who may be granted credit on the basis of an AQF 7 or lower award in accordance with FASEA guidelines.
• Clause 4.1 shall not apply to existing advisors, who may be granted credit on the basis of study undertaken beyond 10 years where they are defined by FASEA as an existing advisor.

Credit for new entrants will be considered in accordance with the University of Tasmania's Student Participation and Attainment Ordinance.