Graduate Diploma in Financial Planning

About Graduate Diploma in Financial Planning at UNSW   

UNSW Graduate Diploma in Financial Planning is a one-year degree with UNSW Business School, which currently ranks in the top 20 worldwide for Accounting and Finance. This diploma is Financial Adviser Standards and Ethics Authority (FASEA) accredited, offering professional recognition and comprehensive financial service knowledge to advance your career.   

You can study around your work/life commitments in a combination of online learning and face-to-face classes. You’ll gain specialised knowledge in financial services, investments, insurance and more while developing awareness of ethical and professional conduct. Strengthen your career potential with relevant industry knowledge, an improved ability to build trusted relationships and the confidence to provide reliable financial advice through effective problem solving and decision making. 


You can choose courses that meet your career goals from an industry-relevant selection of topics including funds management, risk management, retirement and estate planning and superannuation.  

You’ll study six subjects: four compulsory, and two electives that build on the areas that interest you most. The compulsory topics include personal financial planning and management, risk and insurance, estate planning, succession and asset protection.  

Depending on your goals, you can choose electives from topics including behavioural finance, financial technology (FinTech), principles of Australian taxation law and more. 

You’ll be able to understand the financial needs of a client or organisation, and research, analyse and design suitable strategies with appropriate financial products. You’ll prepare and implement a compliant financial plan and provide ongoing reviews. 

Upon graduation, you’ll comply with the Australian Securities and Investment Commission's Regulatory Guidelines 146. Depending on your chosen subjects, you can satisfy the entry requirements for the Financial Planning Association of Australia and/or gain compliance with the Tax Agent Service Act (2009)/Tax Practitioners Board’s Tax (Financial) Adviser in commercial law.  

The skills and insights gained from your Graduate Diploma in Financial Planning can have an immediate positive impact on your career. If you aren’t already working as a financial adviser, the diploma will prepare you for a career in the field. Graduates of this degree often find opportunities in financial planning roles, including personal financial advisor and para-planner with leading organisations or financial service firms. 

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

  • Global work and study experiences  
  • Internships integrated with the degree for course credit   
  • Career mentors and industry networks  
 Relevant Roles 

The UNSW Graduate Diploma 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