Graduate Diploma in Business (Financial Planning)
Graduate Diploma in Business (Financial Planning)
Highlights Graduates will satisfy the educational qualifications and standards set by the Financial Adviser Standards and Ethics Authority (FASEA), the first step towards being properly authorised to provide financial advice to retail clients. Get prepared for a career as a financial planner, financial advisor, investment manager or superannuation adviser. This…
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COURSE DESCRIPTION
Highlights
- Graduates will satisfy the educational qualifications and standards set by the Financial Adviser Standards and Ethics Authority (FASEA), the first step towards being properly authorised to provide financial advice to retail clients.
- Get prepared for a career as a financial planner, financial advisor, investment manager or superannuation adviser.
- This course is ideal if you are interested in changing your career to financial planning, or if you are an existing financial planner and want to extend or upgrade your current qualification.
- Develop technical skills as well as communication skills in order to understand your clients’ needs and communicate effectively and professionally.
- Build expertise in the fields of taxation, cash flow modelling, superannuation, insurance and investment planning to suit a diverse range of clients and contexts.
This course will introduce foundational concepts in finance, taxation law, superannuation, and retirement planning. You will further build your knowledge and skills in insurance, risk, management and estate planning, financial services and law and personal financial planning. Throughout this course, you will take part in practical projects, including completing tax returns and analysing complex capital budgeting problems, superannuation funds, and financial regulation issues. In your capstone unit, you will look at engaging clients to prepare an effective, meaningful and compliant financial plan.
Why choose this course?
Financial planning professionals help people and businesses manage their financial affairs and meet their financial goals. Financial planners assist their clients to set their financial goals, prepare financial plans and implement recommendations. In addition, they provide advice on cash flow and liability management; retirement, investment, tax and estate planning; and risk management and insurance planning.
In this course, you will build technical skills to provide practical, holistic solutions to complex and unpredictable financial problems. You will also develop superior communication skills to properly understand your clients’ needs and communicate effectively, ethically and professionally with your clients.
In your discipline units, you will gain expertise in taxation, cash flow modelling, superannuation, insurance and investment planning.
Real-world learning
We will provide you with opportunities to engage with real-world financial problems throughout your degree. You will conclude your degree with a capstone unit, financial plan construction, where you will use contemporary financial planning software to analyse the needs of a real-world client and prepare a financial plan.
Professional recognition
Graduates will be ready to participate in the educational qualifications and standards framework set by the Financial Adviser Standards and Ethics Authority (FASEA). This is the first step to be eligible to be properly authorised to provide personal financial planning advice to retail clients.
EDUCATIONAL INSTITUTION
Study at The University of Queensland. Learn with leading academics in world-class facilities and join the most employable graduates in the state. At UQ you’ll benefit from flexible study options, field trips, lab work, industry placements, research experience, and online study in Brisbane, Australia.
