financial planning courses - deakin university€¦ · launch or advance your career as a financial...

FINANCIALPLANNINGCOURSES

deakin.edu.au/financial-planning

Melbourne Burwood Campus I Geelong Waterfront Campus I Warrnambool Campus I Cloud Campus2017

WHAT WE OFFERBACHELOR OF COMMERCE (MAJORING IN FINANCIAL PLANNING)Ideal for students thinking of a career in Financial Planning or the Financial Services industry.

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GRADUATE CERTIFICATE OF FINANCIAL PLANNINGThis financial planning course is perfect for those aspiring to join the financial planning industry as well as those currently employed within the profession with relevant experience but without an undergraduate degree.

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GRADUATE DIPLOMA OF FINANCIAL PLANNINGAimed at those aspiring to join the financial planning industry as well as those currently employed within the profession seeking to gain a postgraduate qualification in financial planning.

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MASTER OF FINANCIAL PLANNING Ideal for those aspiring for a career in financial planning or those currently employed in the profession seeking a postgraduate qualification designed to meet the education needs of the financial planning industry.

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MASTER OF PROFESSIONAL PRACTICE (FINANCIAL PLANNING)Financial planners with significant industry experience seeking recognition for their prior learning, skills, demonstrated expertise and experience.

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WHY STUDY WITH DEAKIN BUSINESS SCHOOL? Our courses have been specifically designed for professionals needing higher education qualifications that are credible, validated and offer new ways to match capability and opportunity. You can have your prior learning and work experience recognised through awarding of professional practice credentials and credits. The flexible educational delivery options offer students a choice in the time, pace, place, content, learning style, assessment, and collaborative opportunities of study experience. A range of student support and retention services are provided to ensure a successful study experience. DBS academics are leaders in their field with significant work experience within the financial planning and accounting areas.You will extend and challenge your learning through undertaking independent research that demonstrates knowledge of applied research principles and methods, and demonstrates practical application of a relevant knowledge area. You will gain a postgraduate qualification in financial planning that is recognised by Australia’s two leading financial planning bodies, the FPA and AFA, with advanced standing in their respective professional programs.

RESHAPING THE FINANCIAL PLANNING INDUSTRY The Australian Government’s proposed legislative changes will affect the education, training and ethical standards required of financial advisers both new and existing.Under the proposed legislation, new financial advisers will be required to complete a degree, undertake a professional year and pass an exam. Existing advisers will be provided a transition process and will be required to meet degree-equivalent status (or have a recognised transition pathway determined by the independent standard setting body) and pass an exam. The new education requirements are expected to be effective from 1 July 2019, with existing advisers having to meet the new standards by 1 January 2024.Deakin Business School, DeakinPrime and DeakinDigital have joined forces, to support the commitment to increasing professional standards in the financial planning industry and supporting advisers on the journey to higher education.Deakin invites you to join us in transforming the financial planning industry into a true profession.

FINANCIAL PLANNING AT DEAKIN

DR ADRIAN RAFTERY COURSE DIRECTOR, FINANCIAL PLANNING

DEAKIN.EDU.AU/FINANCIAL-PLANNING2

Course summary

AQF Level 7

Offered Melbourne Burwood Campus, Geelong Waterfront Campus, Warrnambool Campus and Cloud Campus

Intakes March (Trimester 1), July (Trimester 2), November (Trimester 3)

Duration 3 years full time or 6 years part time equivalent

CRICOS Course Code 001838A

Course rules Students must complete 24 credit points to gain the qualification comprising:• core units (8 credit points)• financial planning major (8 credit points)• work integrated learning, general electives or second major (8 credit points).

Admission requirements

Successful completion of VCE or equivalent; those aged 21 and over who do not hold VCE or equivalent can apply under Alternative Admission.International students will also need an IELTS overall score of 6.0 (with no band score less than 6) or equivalent.

Professional recognition

Graduates are eligible for entry into the CERTIFIED FINANCIAL PLANNER® Certification Program which is offered by the Financial Planning Association of Australia. The Bachelor of Commerce (Financial Planning) is recognised by the Association of Financial Advisers (AFA) as a pathway into the Fellow Chartered Financial Practitioner (FChFP) designation.

International recognition

Deakin’s Bachelor of Commerce is internationally recognised and EPAS accredited by the European Foundation for Management Development (EFMD). EPAS is an international quality benchmark for business programs worldwide. Deakin is the only Australian university with EPAS accreditation for its Bachelor of Commerce.

Sample course structure

Trimester 1 Trimester 2

Year 1 MAA103 Accounting for Decision Making MMM132 Management MAF101 Fundamentals of Finance MLC101 Law for Commerce

MWL101 Personal Insight MMK101 Marketing Fundamentals MAE101 Economic Principles MIS171 Business Analytics

Year 2 MAA255 Financial Planning MLC301 Principles of Income Tax Law Elective/Second major sequenceElective/Second major sequence

MAA215 Building Client Relationships MAF202 Money and Capital Markets Elective/Second major sequenceElective/Second major sequence

Year 3 MAF307 Equities and Investment Analysis MAA317 Superannuation Planning Elective/Second major sequenceElective/Second major sequence

MAA318 Advanced Financial Planning MAA319 Estate Planning Elective/Second major sequenceElective/Second major sequence

Please note, this is a sample course structure based for students in full time study mode. Units and trimesters are subject to change. Study in Trimester 3 is optional.

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M300 BACHELOR OF COMMERCE (MAJORING IN FINANCIAL PLANNING) At undergraduate level students will have access to the Bachelor of Commerce (majoring in Financial Planning). This qualification is assessed at AQF level 7, meeting educational requirements for new advisers.

A practical feature of this qualification is the ability for students to complete credit points through work integrated learning subjects. A work integrated learning subject places the student into a business environment where they gain real world skills and experience through either an internship or work-based project, while contributing to the success of their host company. The program also allows advisers to meet any education requirements as set out in the Tax Agents Services Act (TASA), including completion of an Australian Tax Law and Commercial Law course approved by the Tax Practitioners Board (TPB). The Bachelor of Commerce (majoring in Financial Planning) has subjects in these areas that have been approved by the TPB.

3DEAKIN BUSINESS SCHOOL

M540 GRADUATE CERTIFICATE OF FINANCIAL PLANNINGThe Graduate Certificate of Financial Planning is a professionally-oriented course specifically designed to provide an introduction to the education needs of the financial planning industry. Students who complete the Graduate Certificate of Financial Planning will need to conduct further study to satisfy the minimum training requirements of ASIC’s RG146 (as detailed in the summary document entitled FPEC RG146 Summary provided by the Financial Planning Association).

This financial planning course is perfect for those aspiring to join the financial planning industry as well as those currently employed in the industry. Students who complete the Graduate Certificate of Financial Planning may articulate into either the Graduate Diploma of Financial Planning (see page 5) or the Master of Financial Planning (see page 7).

Course summary

AQF Level 8

Offered Melbourne Burwood Campus and Cloud Campus


Duration 0.5 year full time or 1 year part time equivalent

Admission and Selection requirements

• a bachelor degree in any discipline, or• 5 years of relevant work experience, • International students will also need an IELTS overall score of 6.5 (with no band score less than 6).All applicants will also need to provide the following with their application:• a current curriculum vitae,• current contact details of two referees who can be contacted concerning their work experience, and• a one page brief outlining why they believe that their work experience would be valued by their peers.



Year 1 MAA719 Superannuation and Retirement Planning MAF702 Financial Markets

MAA745 Financial Planning Fundamentals Elective^

^ 1 credit point elective unit to be selected from: MAF707 Investments and Portfolio Management, MLC703 Principles of Income Tax Law, MAA746 Principles of Risk Management and Insurance. Please note, this is a sample course structure structure based for students in full time study mode. Units and trimesters are subject to change. Study in Trimester 3 is optional.

GRADUATE CERTIFICATEOF FINANCIAL PLANNING

4 UNITS:

Financial MarketsSuperannuation and Retirement PlanningFinancial Planning FundamentalsPrinciples of Risk Management andInsurance

GRADUATE DIPLOMAOF FINANCIAL PLANNING

8 UNITS:

Graduate Certificateof Financial Planning PLUSInvestments and Portfolio Management

Principles of Tax Law*

Elective 1Elective 2

MASTER OF FINANCIAL PLANNING

16 UNITS:

Graduate Diploma of Financial Planning PLUSCommercial and Corporations Law*

Financial Planning DevelopmentManaging Client RelationshipsEstate Planning StrategiesElective 3Elective 4Elective 5Elective 6

Electives include: Treasury and Risk Management; Modelling Techniques for Finance; Ethics for Managers; Investment Valuation; Accounting; Marketing Management; Economics for Managers.

* Subjects approved by the Tax Practitioners Board (TPB) to meet the education requirements as set out in the Tax Agents Services Act (TASA).

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M640 GRADUATE DIPLOMA OF FINANCIAL PLANNING Launch or advance your career as a financial planner, and advise clients how to get the most out of their investments. Learn about portfolio management, investment, securities and retirement planning when you study financial planning at Deakin. The Graduate Diploma of Financial Planning is a professionally-oriented course specifically designed to meet the education needs of the financial planning industry. The course is aimed at those aspiring to join the financial planning industry as well as those currently employed in the industry wishing to advance their knowledge. Students who complete the Graduate Diploma of Financial Planning may articulate into the Master of Financial Planning (see page 7).

Course summary

AQF Level 8



Duration 1 year full time or 2 years part time equivalent


• a bachelor degree in same discipline, or• a master’s degree in different discipline, or• a graduate certificate in related discipline and 5 years relevant work experience• International students will also need an IELTS overall score of 6.5 (with no band score less than 6).All applicants will also need to provide the following with their application:• a current curriculum vitae,• current contact details of two referees who can be contacted concerning their work experience, and• a one page brief outlining why they believe that their work experience would be valued by their peers.


Units required to satisfy the minimum training requirements of ASIC’s RG146 are detailed in the summary document entitled FPEC RG146 Summary provided by the Financial Planning Association.



Year 1 MAA719 Superannuation and Retirement Planning MAF702 Financial Markets MAA746 Principles of Risk Management and Insurance Elective^

MAA745 Financial Planning Fundamentals MLC703 Principles of Income Tax Law MAF707 Investments and Portfolio Management Elective^

^ 2 credit points of elective units to be selected from: MAA727 Financial Planning Development, MAF704 Treasury and Risk Management, MAF711 Modelling Techniques for Finance, MMH733 Ethics for Managers, MMP742 Investment Valuation, MPA701 Accounting, MPT732/MPK732 Marketing Management#, MPE781 Economics for Managers. # MPT code denotes study tour version of the unit Please note, this is a sample course structure based for students in full time study mode. Units and trimesters are subject to change. Study in Trimester 3 is optional.

POSTGRAD

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DEAKIN CLAIMS FIRST PLACE IN AMP UNIVERSITY CHALLENGE, 2015 ‘Winning the AMP University Challenge gives me confidence in myself and an understanding that should I pursue a financial planning career once my degree is complete, I have a strong foundation to grow upon and become a good financial advisor – especially if I keep putting in the necessary work.’ PATRICK ROWE BACHELOR OF COMMERCE/LAWS


Signing of the Scholten Collins McKissock Scholarship. Left to Right: Trent Collins, Executive Director & Practice Principal; Aubrey Roga, Chief Executive - Scholten Collins McKissock; Dr Adrian Raftery

‘Deakin’s Financial Planning Team has developed great rapport with both local and nationwide firms.’DR ADRIAN RAFTERY COURSE DIRECTOR, FINANCIAL PLANNING

DEAKIN TRIO CLAIM FIRST PLACE IN AMP UNIVERSITY CHALLENGE 2ND YEAR RUNNING

‘It was a great experience and I loved being part of it. The role play gave me experience to what a job in financial planning would really be like.’

MEGAN CULL BACHELOR OF COMMERCE

2016 AMP University Challenge winners: Daniel Petrov, Megan Cull and Mitchell Bogdanov


M770 MASTER OF FINANCIAL PLANNINGDeakin’s Master of Financial Planning (MFP) is a professionally oriented course specifically designed to meet the education needs of the financial planning industry. The MFP is aimed at those aspiring for a career in the financial planning industry as well as those currently employed in the profession. Students are required to collect, analyse and synthesise financial planning information, then use their skills to prepare financial planning solutions and effectively communicate these solutions to the client. The MFP emphasises the professional responsibilities of the financial planner in both an ethical and a compliance sense. Built on an extensive body of financial planning knowledge, the MFP culminates in the preparation of a comprehensive Statement of Advice for a client. A graduate certificate and graduate diploma offer pathways into the Master of Financial Planning.The program offers an entry point for diploma and advanced diploma qualified advisers at graduate certificate level (AQF 8) which then articulates into the graduate diploma (AQF 8) and Master of Financial Planning (AQF 9), with credit applied along the way for prior learning and relevant work experience. Degree qualified advisers can enter immediately at the master’s level. All advisers who complete the Master of Financial Planning will gain entry and advanced standing into the certification programs of the financial planning professional associations.The program also allows advisers to meet any education requirements as set out in the Tax Agents Services Act (TASA), including completion of an Australian Tax Law and Commercial Law course approved by the Tax Practitioners Board (TPB). The Master of Financial Planning has subjects in these areas that have been approved by the TPB.

Course summary

AQF Level 9



Duration 2 years full time or 4 years part time equivalent

CRICOS Course Code 087712D

Course rules Students must complete 16 credit points to gain the qualification comprising:• core units (10 credit points)• specialist elective units (4 credit points)• general elective units (2 credit points).


• a bachelor degree in same discipline, or• a master’s degree in different discipline, or• a graduate certificate in related discipline and 5 years relevant work experience• International students will also need an IELTS overall score of 6.5 (with no band score less than 6).All applicants will also need to provide the following with their application:• a current curriculum vitae,• current contact details of two referees who can be contacted concerning their work experience, and• a one page brief outlining why they believe that their work experience would be valued by their peers.


The Master of Financial Planning has been assessed as an approved degree by the Financial Planning Education Council. Graduates are eligible for entry into the CERTIFIED FINANCIAL PLANNER® Certification Program which is offered by the Financial Planning Association of Australia.Successful completion of the Master of Financial Planning also provides advanced standing for three of the five CFP® Certification subjects, namely CFP 2, CFP 3 and CFP 4.The Master of Financial Planning is recognised by the Association of Financial Advisers (AFA) as a pathway into the Fellow Chartered Financial Practitioner (FChFP) designation.Graduates who successfully complete the Master of Financial Planning will be eligible for entry into the AFA’s Fellow Chartered Financial Practitioner designation and may receive advanced standing.



Year 1 MAA719 Superannuation and Retirement Planning MAA745 Financial Planning Fundamentals MAF702 Financial Markets Business Elective^

MLC703 Principles of Income Tax Law MAA728 Managing Client Relationships MAF707 Investments and Portfolio Management Business Elective^

Year 2 MLC707 Commercial and Corporations Law MAA746 Principles of Risk Management and Insurance Business Elective^ General Elective*

MAA729 Estate Planning Strategies MAA727 Financial Planning Development Business Elective^General Elective*

^ 4 credit points of elective units to be selected from: MPA701 Accounting, MAF704 Treasury and Risk Management, MAF711 Modelling Techniques for Finance, MMP742 Investment Valuation, MMH733 Ethics for Managers, MPT732/MPK732 Marketing Management#, MPE781 Economics for Managers. # MPT code denotes study tour version of the unit * 2 credit points of elective units to be selected from other postgraduate units offered by the Faculty of Business and Law in the Master of Commerce and/or Master of International Finance. Please note, this is a sample course structure based for students in full time study mode. Units and trimesters are subject to change. Study in Trimester 3 is optional.

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M759 MASTER OF PROFESSIONAL PRACTICE (FINANCIAL PLANNING)The Master of Professional Practice (Financial Planning) is designed for those experienced financial planning professionals seeking to progress their career through a professionally-recognised postgraduate qualification. The course will suit those financial planners with significant professional experience within the industry who seek recognition for their prior learning, skills, demonstrated expertise and experiences.Credit for prior learning is recognised through the discipline-based knowledge and skills developed by professionals in the workplace and credentialed through the university’s wholly-owned subsidiary DeakinDigital.The course comprises three Deakin Business School units that specifically complement the 10 Professional Practice credentials students gain in the Master of Professional Practice (Financial Planning). The first two units must be taken by all students, regardless of their level of study. A final two credit point research project forms the capstone for the master’s degree.

Course summary

AQF Level 9

Offered Cloud Campus


Duration 2 to 2.5 years part time

Course rules Students must complete the following to gain the qualification:• 2 core units (2 credit points)• Capstone research project (2 credit points)• 10 Professional Practice Credentials (assessed by DeakinDigital)


• a bachelor’s degree in any discipline, be RG146 compliant and have at least five years of relevant professional experience in providing financial product advice to retail clients, at appropriate depth and breadth, across the majority of ASIC’s list of skill and knowledge requirements^, or

• a Graduate Certificate of Professional Practice, • International students will also need an IELTS overall score of 6.5 (with no band score less than 6).Applicants without an undergraduate degree who are RG146 compliant and have at least five years of relevant professional experience in providing financial product advice to retail clients at appropriate depth and breadth may enrol in the Graduate Certificate of Professional Practice (Financial Planning) and upon completion, articulate into the Master of Professional Practice degree.All applicants will also need to provide the following with their application:• a current curriculum vitae,• current contact details of two referees who can be contacted concerning their work experience, and• a one page brief outlining why they believe that their work experience would be valued by their peers.


Deakin Business School has applied to the Financial Planning Association of Australia to have the Master of Professional Practice (Financial Planning) assessed as an approved degree by the Financial Planning Education Council. Graduates would then be eligible for entry into the CERTIFIED FINANCIAL PLANNER® Certification Program which is offered by the Financial Planning Association of Australia.The Master of Professional Practice (Financial Planning) is recognised by the Association of Financial Advisers as a pathway into the Fellow Chartered Financial Practitioner (FChFP) designation. Graduates who successfully complete the Master of Professional Practice (Financial Planning) are eligible for entry into the AFA’s Fellow Chartered Financial Practitioner designation and may receive advanced standing.

^ ASIC’s knowledge requirements are listed in its Regulatory Guide 146 Licensing: Training of financial product adviser (see Appendix A paragraph 146.134).Students must successfully complete 4 credit points of units and ten Professional Practice credentials (including two knowledge credentials) consisting of the following.

Core units: Plus 10 credentials consisting of:

MAA727 Financial Planning DevelopmentMAA753 Professional Research and AnalysisMPP703 Research Project (2 credit points)

CRCOM-A1 Communication (Advanced)CRCRI-A1 Critical Thinking (Advanced)CRDIL-A1 Digital Literacy (Advanced)CRGCZ-A1 Global Citizenship (Advanced)CRPSV-A1 Problem Solving (Advanced)CRPRE-A1 Professional Ethics (Advanced)CRSMA-A1 Self Management (Advanced)CRTWK-A1 Teamwork (Advanced)CRFPT-A1 Financial Planning Technical Knowledge and Expertise (Advanced)CRFPS-A1 Financial Planning Strategy Development and Application (Advanced)

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* Applicants without an undergraduate degree who are RG146 compliant and have at least five years of relevant professional experience in providing financial product advice to retail clients, at appropriate depth and breadth, may enrol in the Graduate Certificate of Professional Practice (Financial Planning) and upon completion, articulate into the Master of Professional Practice (Financial Planning).

Graduate Certificate of Professional Practice (Financial Planning) *

Master of Professional Practice (Financial Planning)

Professional Practice Credentials assessed by DeakinDigital

STEP THREE

Digitalliteracy

Criticalthinking

Self-management

Globalcitizenship

Professional Practice Credentials assessed by DeakinDigital

STEP FIVE

Financial Planning Development unit

STEP TWOSTEP ONE

Professional Research and Analysis unit

STEP FOUR

Meet admission requirements

STEP SIX

Capstone Research Project unit

2 credit pointsProfessionalethics

Teamwork

Communication Technical knowledge and expertise

Problemsolving

Strategy development

and application

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‘Receiving this scholarship allowed me to utilise my extra time to pursue taking on other roles at Deakin and also internships.’JACOB JARRETT BACHELOR OF COMMERCE

SCHOLARSHIPSA Deakin scholarship could help you pay for your course fees, living costs and study materials. If you’ve got something special to offer Deakin - or maybe you just need a bit of extra support - we’ve got a scholarship opportunity for you. The Deakin Business School (DBS) provides a range of options for students to gain support throughout their university journey – these include financial assistance such as scholarships.For financial planning students, such as Jacob Jarrett, tax-free scholarships from a number of leading financial services organisations ranging from $5000 right up to $15,000 are on offer. Whether it’s helping you overcome disadvantage or recognising academic merit, one of our many scholarships could transform your life and your future. For details and availability of current scholarships please visit deakin.edu.au/scholarships

ABOUT DEAKIN Deakin University is ranked in the top 3% of universities worldwide across the three major international university rankings1, is listed in the top 50 universities under 50 years of age, and holds a 5-star QS rating, highlighting the quality of both our research and teaching. Deakin is one of the largest universities in Australia, with over 52,000 course enrolments and more than 3700 staff. Despite its size, Deakin has a proud reputation for teaching. For the past six years, Deakin has been ranked no. 1 in Victoria for student satisfaction, attesting to the importance the University places on delivering value to students.Deakin also received the Premier’s Award for International Education Provider of the Year at the Victorian International Education Awards, along with two additional awards: Excellence in Education (University) and Excellence in International Education (Student Employability and Careers). And in a world first, Deakin is using IBM Watson, a cognitive computing platform, as an online student engagement adviser.

1 Shanghai Jiao Tong ARWU, Times Higher Education World University Rankings, QS World University Rankings

ABOUT DEAKIN BUSINESS SCHOOL Deakin Business School (DBS) prepares graduates for careers of the future. We harness emerging technologies to facilitate innovative, borderless and personalised education. Our research informs our practice and impacts the communities with whom we engage. As one of Australia’s leading business schools, we strive to fulfil our mission by developing multi-faceted capabilities, incorporating a blended learning environment, strong research competencies, comprehensive student services, and an innate corporate and industry focus. In 2016 DBS received accreditation by AACSB International, the longest serving global accrediting body for business schools in the world. Only 5% of business programs worldwide are AACSB accredited. Deakin Business School is one of only 3 in Victoria, Australia.

11DEAKIN BUSINESS SCHOOL 11DEAKIN BUSINESS SCHOOL

Published by Deakin University in November 2016. While the information published in this guide was accurate at the time of publication, Deakin University reserves the right to alter, amend or delete details of course offerings and other information published here. For the most up-to-date course information please view our website at deakin.edu.au Deakin University CRICOS Provider Code: 00113B

WHICH COURSE IS RIGHT FOR ME?For an obligation-free discussion around choosing the Deakin financial planning course that’s right for you, please contact the Deakin Business School.

Course Director Master of Professional Practice (Financial Planning)Mr Marc OlynykEmail: [email protected] Phone: +61 3 9244 3985

Course Director Master of Financial PlanningDr Adrian RafteryEmail: [email protected] Phone: +61 3 9244 6643

GENERAL INFORMATIONApply Onlinedeakin.edu.au/apply

Credit for prior learningCredit for Prior Learning may be granted to students who have successfully completed appropriate prior study and work experience.* * Not applicable for Master of Professional Practice (Financial Planning)

FeesThese financial planning courses are full fee paying courses. For further fee information, please visit deakin.edu.au/fees

ScholarshipsDeakin University offers a range of scholarships. For details and availability of scholarships please visit deakin.edu.au/scholarships

deakin.edu.au/financial-planning

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