Selected units may assist with RG146 requirements.
Advanced standing will be assessed in accordance with UWS policy.
Applicants must have successfully completed an undergraduate degree in any discipline
three years full-time equivalent work experience in financial services or a related area.
Applications from Australian and New Zealand 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.
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 (PG)
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 (PG)
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 (PG)
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 (PG)
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 (PG)
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.
