FASEA-approved Graduate Diploma in Financial Planning

Program Overview

This program provides comprehensive training in financial planning, covering risk management, superannuation, investment planning, taxation law, ethics, and client management. It prepares students for careers as financial advisers, planners, and consultants, equipping them with the knowledge and skills to navigate the complex financial landscape and provide sound advice to clients.

Program Outline

Outline:

• Risk Management and Estate Planning: Analyzes risk management strategies for wealth preservation and distribution through insurance and estate planning.
• Superannuation and Retirement Wealth Planning: Explores superannuation and retirement planning trends, comparing different options and developing retirement planning advice.
• Principles of Financial and Investment Planning: Combines ethical responsibilities and financial planning principles, assessing client risk profiles and creating multi-asset portfolios.
• Taxation Law of Australia (Bridging): Covers Australian tax law, its implications for businesses, individuals, and trusts, and strategies for tax planning.
• Professionalism and Ethics (Bridging): Examines ethical considerations and professional responsibilities in financial planning, exploring the FASEA Code of Ethics.
• Financial Advice Corporation and Commercial Law (Bridging): Reviews the Australian legal system, contract and commercial law, and corporate law provisions relevant to financial planning advice.

Careers:

• Financial adviser
• Financial planner
• Insurance adviser
• Superannuation consultant
• Risk adviser
• Business development manager
• Client service officer