Financial Planning

The Master of Financial Planning at UNSW Sydney is a comprehensive graduate program designed to equip students with the essential knowledge and practical skills required for a successful career in financial planning and advisory services. This program offers a rigorous curriculum that combines theoretical foundations with real-world applications, preparing graduates to meet the complex financial needs of individual clients and provide strategic advice on wealth management, investments, insurance, superannuation, taxation, and estate planning. Through a blend of core coursework, case studies, and industry placements, students develop a deep understanding of financial markets, ethical practices, and regulatory frameworks governing the financial planning profession in Australia and globally. The program emphasizes critical thinking, personalized financial advice, and client communication skills, ensuring graduates are well-prepared to navigate the dynamic landscape of financial services. Furthermore, the Master of Financial Planning aligns with professional accreditation standards, enabling graduates to meet the educational requirements for certifications such as the Certified Financial Planner (CFP) designation. By fostering a learning environment that encourages analytical thinking, problem-solving, and ethical decision-making, UNSW Sydney aims to produce financial planning professionals who are capable, competent, and committed to delivering high-quality financial advice that enhances clients’ financial wellbeing. The program also provides opportunities for networking with industry professionals and participating in practical workshops, seminars, and research projects. Graduates of the Master of Financial Planning at UNSW Sydney are prepared to pursue diverse career paths including financial planner, wealth manager, investment adviser, insurance specialist, or financial consultant in various financial institutions, advisory firms, or regulatory bodies. Committed to academic excellence and industry relevance, this program ensures students gain the skills necessary to adapt to ongoing changes in the financial services sector and to uphold the highest standards of professional integrity and customer service.

The Accreditation Certificate in Financial Planning has been approved by the Australian Securities and Investment Commission (ASIC) as Fulfilling the training Conditions in Terms of Regulatory Guide RG146 Tier 1. Because of course pre requisites, students can only meet RG146 Tier-1 requirements whenever they study the application for 2 semesters.

• Category A: A recognised bachelor degree (or equivalent qualification), as determined by UNSW Business School and two years' fulltime employment experience
• OR Category B: 4 decades of fulltime employment experience and completion of professional courses or studies (for applicants without an undergraduate degree).

The Bachelor of Financial Planning at UNSW Sydney offers a comprehensive education designed to prepare students for a professional career in the financial planning industry. The program curriculum integrates core financial concepts, investment strategies, superannuation, insurance, estate planning, and ethical considerations, equipping students with the relevant knowledge and skills to succeed in financial advisory roles. In terms of financing studies, students are encouraged to explore various options to fund their education, including scholarships, financial aid, and part-time employment opportunities. UNSW Sydney provides a range of scholarships specifically aimed at students pursuing degrees in business and finance disciplines, which can significantly offset tuition fees and related expenses. Additionally, the university offers financial counseling services to assist students in planning their budgets and accessing government support schemes such as HECS-HELP for eligible domestic students. International students are required to cover tuition fees upfront or through accepted payment plans, which can be arranged via the university’s finance office. The program's tuition fees vary depending on residency status and year of study, but students can expect to pay a competitive rate comparable to other undergraduate finance programs at UNSW. To support students financially, UNSW also provides information on external funding sources, private scholarships, and education loans in collaboration with financial institutions. The university emphasizes financial literacy as part of its curriculum, ensuring graduates are well-versed in financial management not only for their clients but also for their personal lives. Overall, financing studies in the Bachelor of Financial Planning program involves a combination of university scholarships, government support schemes, personal savings, and external funding sources, enabling students to pursue their academic goals with manageable financial planning.

The Bachelor of Financial Planning at UNSW Sydney is designed to provide students with a comprehensive understanding of the essential principles and practices involved in financial planning and wealth management. The program equips students with both theoretical knowledge and practical skills necessary for careers in financial advisory, estate planning, superannuation, and investment management. Throughout the course, students explore key topics such as financial laws and regulations, ethics in financial services, insurance, taxation, retirement planning, estate planning, and client relationship management. The curriculum emphasizes real-world application through case studies, industry projects, and opportunities for internships, enabling students to develop the analytical and interpersonal skills essential for effective financial advisory roles.

UNSW Sydney offers state-of-the-art facilities, including dedicated financial laboratories and access to industry-standard tools and software, to enhance learning experiences. The program is designed in collaboration with industry professionals and regulatory bodies, ensuring that the content remains current and aligned with industry requirements. Graduates of this program are prepared to sit for professional certification exams such as the Certified Financial Planner (CFP) certification, which is highly regarded in the industry. The program also emphasizes ethical standards, client-centered service delivery, and ongoing professional development, which are crucial aspects of the financial planning profession.

Students in the Bachelor of Financial Planning have access to a range of support services, including academic advising, career counseling, and industry networking events. The university fosters strong connections with leading financial firms and advisory companies, providing students with internship opportunities and exposure to the financial services sector. Upon graduation, students are well-positioned for employment in financial advisory firms, banking, insurance companies, and government agencies. The program also serves as a foundation for pursuing further postgraduate study in finance, economics, or related fields, fostering lifelong learning and professional growth.

The duration of the undergraduate program typically spans three years, though part-time options may be available. The program's flexible structure allows students to tailor their elective choices to specific interests within financial planning. UNSW Sydney’s reputation for research excellence and industry integration ensures that students develop a robust, practical understanding of financial planning services suitable for the dynamic and evolving financial landscape. Faculty members are distinguished scholars and industry practitioners who bring diverse expertise and insights into the classroom, enriching the educational experience and preparing students for success in the competitive financial sector.