Course

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Master of Commerce (Financial Planning)

UWS Course Code: 2671.1

Course Status: CURRENT
This version of the course is available to new and continuing students.


Students should follow the course structure for the course version relevant to the year they commenced.  This version applies to students whose commencement year for this course is 2004 or later.

The course is designed to provide the educational basis to enable students to increase competence as professional financial advisers and enable them to gain an advanced knowledge and understanding of the financial planning industry. With the increasing complexity of taxation laws, the ageing population and the focus on self-reliance in retirement, the financial planning industry is developing as a distinct profession in Australia. Individuals and organisations require the skills of professionally equipped financial planners to assist them in effective investment and risk management and also with complex retirement planning strategies.

Study Mode
This course is offered externally, one year full-time or two years part-time.

Head of Program

NameEmail
Dr Lydia Segaral.segara@uws.edu.au

Location

CampusAttendanceModeCourse Advisor
Parramatta CampusFull TimeExternal
Parramatta CampusPart TimeExternal

Advanced standing

Advanced standing may be granted for postgraduate units successfully completed at UWS or other recognised academic institutions, or postgraduate level units successfully completed with a recognised professional body. The maximum advanced standing allowed is 20 credit points comprising 25% of total study.

Accreditation
This course is accredited by the Financial Planning Association as meeting entry requirements into the CFP Professional Education Program and is listed on the ASIC Register of courses meeting both levels of RG146 requirements. The course is also an approved postgraduate qualification meeting the educational requirements for the CPA Australia specialisation in Financial Planning.

Admission

Applicants must have successfully completed an undergraduate degree in any discipline

OR

A Graduate Certificate or Graduate Diploma in financial services, accounting or finance.

Applications from Australian citizens and holders of permanent resident visas must be made via the Universities Admissions Centre (UAC).

UAC

International applicants must apply directly to the University of Western Sydney via UWS International.

UWS International

Applicants who have undertaken studies overseas may have to provide proof of proficiency in English. Details of minimum English proficiency requirements and acceptable proof can be found on the Universities Admissions Centre website (UAC).

Overseas qualifications must be deemed by the Australian Education International - National Office of Overseas Skills Recognition (AEI-NOOSR) to be equivalent to Australian qualifications in order to be considered by UAC and UWS.

Course Structure

Qualification for this award requires the successful completion of 80 credit points which includes five core units and three electives.

Students who successfully complete 2690 Graduate Certificate in Commerce (Financial Planning) are able to apply to progress to this course.

Core Units

CO801A.1Principles of Financial Planning (PG)
CO802A.1Principles of Investment Planning (PG)
CO803A.1Planning for Retirement (PG)
CO804A.1Insurance & Risk Management (PG)
CO805A.1Estate Planning and Professional Responsibilities (PG)

Electives

Electives may be chosen from any any postgraduate units offered by UWS or a selection made from the list of alternate units below.

Alternate Units

AC808A.1Taxation Planning and Implications (PG)
CO806A.1Current Issues in Financial Planning (PG)
LW805A.2Capital Gains Tax (PG)


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