Graduate Certificate in Financial Planning

About Graduate Certificate in Financial Planning at UNSW   

UNSW Graduate Certificate in Financial Planning is a qualification from UNSW Business School, which currently ranks in the top 20 worldwide for Accounting and Finance. Within one year this qualification, you’ll broaden your career opportunities with financial service skills and knowledge sought by leading employers.  

You’ll learn how to build trusted relationships and provide sound financial advice. Choose topics to meet specific career goals in financial markets, investments, insurance and more. There’s also the opportunity for professional accreditation.   

You can study around your work/life commitments in a combination of online and face-to-face classes. Upon graduation, you’ll be able to progress your career in the financial planning industry and/or continue to a higher level of study. 

Specialisations   

Choose courses that meet your career goals from an industry-relevant selection of topics that cover funds management, risk management, retirement planning and superannuation. You’ll study four subjects: at least two are compulsory, and you can customise your degree with up to two electives.  

The compulsory courses include personal financial planning and management, risk and insurance, and estate planning, succession and asset protection. The electives include behavioural finance and principles of Australian taxation law. The compulsory courses (and some of the electives) in this program are approved by the Financial Adviser Standards and Ethics Authority (FASEA).  

As a graduate of the Graduate Certificate in Financial Planning, you’ll be able to understand the financial needs of a client or organisation. You’ll also have the ability to research, analyse and design suitable strategies with appropriate financial products. You’ll be taught to prepare and implement a compliant financial plan and provide ongoing reviews. 

Particular courses are set according to the Australian Securities and Investment Commission's (ASIC) Regulatory Guidelines 146. Students are assessed on AQF Level 9, Tax Agent Service Act (2009)/Tax Practitioners Board's Tax (Financial) Adviser requirements. Depending on your previous studies and the courses you take in your Graduate Certificate in Financial Planning, you may qualify for FASEA accreditation.  

Graduates are eligible to apply to the Master of Financial Planning, and courses completed in the Graduate Certificate are transferrable to the Master’s degree. 

This graduate certificate provides the foundational knowledge to become a financial adviser. Depending on your course selection, it offers professional recognition from meeting the Australian Securities and Investment Commission (ASIC) RG146 Tier 1 requirements. 

UNSW Business School students have access to Career Accelerator, a suite of professional development opportunities, including:  


Relevant Roles  

The UNSW Graduate Certificate in Financial Planning develops your skills toward careers, including: 

  • Financial Planner
  • Financial Adviser 
  • Client Relationship Manager 
  • Estate Planner 
  • Insurance Broker 
  • Investment Adviser 
  • Superannuation Consultant 
  • Wealth Manager