Recommended Study Sequence

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Accreditation

Selected units may assist with RG146 requirements.

Advanced Standing

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

Admission

Applications from Australian citizens and holders of permanent resident visas must be made via the Universities Admissions Centre (UAC).

International applicants must apply directly to the University of Western Sydney via UWS International.

Applicants who have undertaken studies overseas may have to provide proof of proficiency in English. Details of minimum English proficiency requirements and acceptable proof can be found on the Universities Admissions Centre website (UAC).

Overseas qualifications must be deemed by the Australian Education International - National Office of Overseas Skills Recognition (AEI-NOOSR) to be equivalent to Australian qualifications in order to be considered by UAC and UWS.

Applicants must have successfully completed an undergraduate degree in any discipline

Three years FTE work experience in financial services or a related area.

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.

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 the How to Apply pages.

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.