斯威本科技大学

This Master of Financial Planning offers participants the opportunity to specialise in Financial Planning for professional recognition. A career in Financial Planning is about helping clients to manage their risks, grow their wealth and plan for their retirements that requires gaining substantial knowledge in fields of investment, insurance, taxation, superannuation and estate planning. This course also introduces students to the regulations and ethical principles that are required for a successful career in this industry. The course builds on the skills and knowledge acquired in the Graduate Certificate and Graduate Diploma. It further develops the analytical and creative skills necessary when dealing with Financial Planning issues within planning and decision-making

Career opportunities

This Master of Financial Planning offers participants the opportunity to specialise in Financial Planning for professional recognition. A career in Financial Planning is about helping clients to manage their risks, grow their wealth and plan for their retirements. That requires gaining substantial knowledge in fields of investment, insurance, taxation, superannuation and estate planning. This course also introduces students to the regulations and ethical principles that are required for a successful career in this industry. The course builds on the skills and knowledge acquired in the Graduate Certificate and Graduate Diploma. It further develops the analytical and creative skills necessary when dealing with Financial Planning issues within planning and decision-making. Students will have the opportunity to join the financial advice industry in a managerial role as a financial planner in the fields of investment, insurance, superannuation and estate planning.

Aims and objectives

Students who successfully complete this course will be able to:

apply coherent and advanced knowledge of financial planning and business concepts in diverse contexts and applications using critical thinking

apply problem solving, design and decision making methodologies to identify and provide innovative solutions to complex problems with intellectual independence

communicate proficiently with clients, gather and interpret appropriate data and use advanced tools and practices to produce a financial plan

demonstrate integrity, ethical conduct, accountability, respect and a broad awareness of the professional code of conduct and cultural norms

critically analyse and evaluate a range of complex information to produce systematic strategies for wealth creation and risk minimisation in preparing financial advice

apply knowledge of research principles to plan and execute a piece of research independently

function as an effective member of a diverse team and take responsibility for continuing professional development.