Help people and businesses achieve their financial goals
The Graduate Diploma in Business (Financial Planning) is FASEA-approved – a comprehensive qualification that adheres to the revised education, training and ethical standards that FASEA has laid out for existing and future financial planning professionals. The program is part of the QUT Business School’s Triple Crown accreditation and is also accredited with financial planning industry body the Financial Planning Education Council (part of Financial Planning Australia).
If you have a passion for helping people and businesses achieve their financial goals and are wanting to be a Financial adviser in the future, or if you are an existing adviser wishing to upgrade your current educational qualifications then this program could be a good choice for you to become FASEA qualified.
Our Graduate Diploma of Business (Financial Planning) will equip you with the knowledge you need to lead the industry as a professional financial adviser. You will acquire the skills to present comprehensive financial solutions confidently to clients and other financial planning professionals.
As a financial planning graduate, you will stand out from the crowd when taking the next step in your career. With the learning outcomes of critical thinking, information literacy skills, specialised technical and creative skills and client management, you will be fully prepared to approach complex and unpredictable financial decisions holistically.
As a student of this degree you will also be able to be affiliated with the FPA at no charge, gaining valuable access to career development activities and resources of the FPA.
Shorter bridging course options (FASEA-approved) are also available, both for existing advisers with an approved degree and for advisers with a relevant degree qualification. You can find out more about the various degree pathways and education requirements on the FASEA website, or call our Course Consultants on 1300 104 196.
You can gain entry into the Graduate Diploma in Business (Financial Planning) with the following:
a completed recognised bachelor degree (or higher qualification) in any discipline with a minimum grade point average (GPA) of 4.0; or
a completed recognised advanced diploma or associate degree in any discipline with a minimum grade point average (GPA) of 4.0 and five years full-time (or equivalent) relevant professional work experience; or
a completed recognised diploma in any discipline with a minimum grade point average (GPA) of 4.0 and six years full-time (or equivalent) relevant professional work experience; or
seven years full time (or equivalent) relevant professional work experience.
Additionally these options may also be available to you:
Advanced standing: Advanced standing may also be available to students who have studied a related postgraduate program with another institution within the last five years.
Recognition of prior learning: Your work experience in a related field may also be considered for recognition of prior learning.
This course is not available to international students.
Talk to a Course Consultant
Course Consultants can provide more information about your specific qualifications or experience.
Professional careers in financial planning, now more than ever, require ethical competencies to meet professional responsibilities and contribute to the public interest. In this unit you will develop professional, ethical and effective communication skills. Your professional conduct and communication with clients and stakeholders is critical to the success of your financial planning career.
AYQ457 Financial Planning Principles and Regulation
Unit code: AYQ457
About this unit
For financial planners and advisers, as well as those working in conjunction with the financial planning industry, it is vital to possess the foundational knowledge of the regulations that govern financial services in Australia.
This unit introduces students to the key provisions of the law and regulations relating to corporate securities and financial services – essential knowledge not only for financial planners and advisers, but also accountants, auditors, business analysts and stockbrokers.
Students will have the opportunity to apply knowledge of the financial planning regulatory environment to real-world financial planning issues and problems within various contexts, demonstrating advanced problem-solving and decision-making skills.
A key component of providing financial planning advice is understanding how to manage client investments.
Become well-versed in the foundational knowledge that underpins best practice client investment management. Form an understanding of the financial concepts and issues that feed into investment management, allowing financial planners to help clients set strategic investment goals and establish comprehensive risk profiles.
Students will learn to analyse financial data and apply investment management strategies in a financial planning context. This is achieved by developing critical thinking and broad information literacy, then applying investment management strategies to real-world financial planning cases.
This unit introduces students to the Australian legal environment. You will develop your knowledge and understanding of the basic principles of business law and company law. You will also develop your research and analysis skills in contemporary business and corporate practice.
This unit introduces students to personal wealth management and, in particular, to the Australian superannuation system and its regulatory framework. The knowledge and skills developed in this unit are essential for accounting and financial planning professionals working in any areas of practice associated with superannuation funds. You will use your knowledge to provide sound superannuation, and associated wealth management advice to employees and employers.
In this unit you will extend your business and company law knowledge to the Australian taxation system. You will understand taxable income and allowable deductions, GST, FBT and the taxation implications of a range of business structures. You will develop research and analysis skills to solve real taxation problems.
In this unit you will extend your financial planning knowledge and skills to insurance products and risk management. You will use research and analysis of complex insurance and risk problems to provide sound financial advice to clients.
In this unit you will synthesise and extend the knowledge and skills you have gained in earlier units. This unit will allow you to use advanced critical thinking skills to solve real-world financial planning problems. You will also apply your professional practice skills to complex client cases and client problems.
Our dedicated support team are here to help you when you need it. They are available online or over the phone seven days a week to answer all your questions. They are here to help with everything from technical support to academic questions. QUT Online has the tools and people to make your postgraduate study achievable and enjoyable.