Graduate Diploma of Financial Planning

PROGRAM OVERVIEW

The Graduate Diploma of Financial Planning is a one-year course designed to provide a comprehensive study program in all aspects of financial advising and planning relevant to the financial needs of individuals and business owners. The course includes the areas of knowledge required by the Financial Adviser Standards and Ethics Authority for new entrants to the financial advising and planning profession who have a degree in an unrelated field, and for existing advisers without a degree qualification.

The course curriculum includes the key areas of financial advice regulation and legal obligations, ethics for professional advisers, client engagement and decision making within a behavioural finance context, business law and taxation for financial advisers. In addition, the course examines superannuation, retirement and estate planning, risk and insurance, investment analysis and advice.

The course includes a financial advising and planning capstone unit focused on researching, preparing, presenting and negotiating a complete Statement of Advice within a complex client scenario.

The Graduate Diploma forms the first two semesters of the Master of Financial Planning.

DURATION

1 years full-time or part-time equivalent

DELIVERY SITE

South Eveleigh NSW

APPLICATION DATE

Refer to key dates

ENTRY REQUIREMENTS

An Australian bachelor's degree (or equivalent qualification, including an overseas qualification), OR
Completion of a Graduate Certificate in Financial Planning, OR
Completion of IMC's Postgraduate Preparation Program,
Five years' relevant work experience.

ENGLISH LANGUAGE REQUIREMENTS

Please refer to English Language Requirements

CREDIT ARRANGEMENT

Recognition of Prior Learning (RPL) is available and will be assessed in accordance with IMC's RPL policy and procedure. Please refer to the Application for Recognition of Prior Learning and the RPL policy and procedure for further details.

COURSE STRUCTURE

The course structure consists of two semesters each of 12 weeks’ duration followed by an exam period. Four units each semester is a standard full-time workload.

To qualify for the award of Graduate Diploma of Financial Planning, a candidate must complete eight units (48 credit points). All units are core; there are no electives.

Term 1 Core Subjects

Exit with a Graduate Certificate in Financial Planning

Term 2 Core Subjects

Exit with a Graduate Diploma of Financial Planning

There are no elective units offered as part of this course.

ASSESSMENT METHODS

Assessment methods are designed to encourage learning, provide feedback and measure achievement of unit learning outcomes. Forms of assessment vary among units and include research reports, projects, essays, group work, presentations, problem solving and case studies as well as tests, quizzes and examinations. Students may be required to complete assessment tasks alone or in groups to encourage development of generic skills. Assessments generally require a written submission but may include an oral presentation. In capstone units, assessments may include industry engagement and an extensive report.

ACCREDITATION

The Graduate Diploma of Financial Planning is being considered by the Financial Adviser Standards and Ethics Authority for accreditation.

Graduate Diploma of Financial Planning CRICOS: 0100196