Graduate Certificate of Financial Planning

Program Overview

Deakin University's Graduate Certificate of Financial Planning equips students with the skills and knowledge to provide responsible financial advice. The program covers core concepts, ethical frameworks, and practical tools, preparing graduates for roles in the financial planning industry, such as financial advisers, insurance advisers, and paraplanners.

Program Outline

Degree Overview:

Overview:

Deakin University's Graduate Certificate of Financial Planning provides the necessary decision-making skills to enable graduates to provide financially responsible advice to their clients. The program is designed to prepare students for the industry's evolving educational requirements and enhance their professional knowledge and abilities.

Objectives:

• Develop a solid understanding of core financial planning concepts and theories.
• Gain proficiency in applying financial planning tools and techniques in real-world situations.
• Acquire a comprehensive knowledge of the ethical, legal, and regulatory frameworks governing financial advice.

Structure:

Course Structure:

To complete the Graduate Certificate of Financial Planning, students must earn a total of 4 credit points, consisting of 3 credit points of core units and a one credit point course elective unit chosen from a specified list. An additional compulsory 0-credit point module, DAI001 Academic Integrity Module, must also be completed.

Core Units:

• Financial Planning and Economic Fundamentals (MAA745)
• Superannuation and Retirement Planning (MAA719)
• Ethics for Financial Services (MAI769)

Compulsory 0-Credit Point Unit:

• Academic Integrity Module (DAI001)

Course Elective Units:

• Financial Behaviour and Decision Making (MAI728)
• Estate Planning and Risk Management Strategies (MAA700)
• Principles of Income Tax Law (MLC703)
• Business Law (MLC707)

Careers:

Career Opportunities:

Graduates of the Graduate Certificate of Financial Planning are equipped for a variety of roles in the financial planning industry, including:

• Financial adviser/planner
• Insurance adviser
• Paraplanner
• Business development manager
• Superannuation consultant
• Claims administrator
• Compliance manager
• Risk adviser