The Master of Financial Planning, UNSW Sydney, leads you to a rewarding career in building trusted relationships and providing sound financial guidance. Within 1.5 years, gain regulatory compliance and professional accreditation along with a deep and authentic industry awareness.
The Financial Adviser Standards and Ethics Authority (FASEA) approve this program. Future financial planners can specialise in areas such as estate planning, investment, risk management and superannuation. The Master of Financial Planning equips graduates for success with opportunities for real-world work experiences, industry connections and professional recognition.
Why choose this master’s degree?
The Master of Financial Planning is delivered in a combination of online and face-to-face courses to suit your work/life balance. The core of the program is finance and business law topics that include investments, portfolio selection, Australian tax law, risk, insurance and ethics.
Depending on your career goals, you can choose electives to specialise in finance or business taxation law. Electives include real estate finance and investment, trading in financial securities, taxation of corporations, and taxation of trusts.
See the program structure for detailed information.
Graduates are compliant in commercial law and taxation for financial planners, according to the Australian Securities and Investment Commission's Regulatory Guidelines 146. Students are assessed on AQF Level 9, Tax Agent Service Act (2009)/Tax Practitioners Board's Tax (Financial) Advisor requirements. Graduates also achieve advanced standing toward the Financial Planning Association's CERTIFIED FINANCIAL PLANNER® certification program.
UNSW Business School students have exclusive access to
Career Accelerator, a portfolio of professional development opportunities that include:
This Master’s degree is
approved by Centrelink – eligible students can receive financial assistance.
I learnt the most up-to-date knowledge and most-needed skills in the financial planning industry and developed a deep understanding of Australian financial markets. This allowed me to adjust to my new environment in the shortest time possible and provided me with great confidence and professional recognition for my career
UNSW Business School degrees are shaped by industry leaders and world-class academics who recognise the future will present career opportunities that don’t exist today. The skills and insights gained from your Master of Financial Analysis can have an immediate positive effect on your career.
Who is this degree for?
- Professionals seeking to further develop or upgrade knowledge and skills in financial planning, investment, taxation law, and risk management
- People who want to become personal financial advisors
Job and career prospects
This degree meets the Australian Securities & Investment Commission (ASIC) RG146 Tier 1 requirements. It will prepare you to pursue a career as a financial advisor.
Find out how we prepare our graduates for career success.
Why the Business School?
UNSW Business School is a leading business school in the Asia-Pacific. We rank 1st for Accounting and Finance in Australia, and within the top 50 worldwide. We are rated “Well above world standard” for Banking and Finance by the Excellence in Research Australia (ERA) government assessment.
Read more about our rankings and reputation.
Our students build professional networks among more than 90,000 Business School alumni worldwide and begin their new career before graduation. This postgraduate degree incorporates a suite of professional development opportunities offered by
Career Accelerator, that are exclusive to UNSW’s Business School students. Career Accelerator helps you build industry connections through
mentoring, and you can undertake
global business practicums for credit towards your degree.
I became a financial advisor in 2014 after I was medically discharged from the special forces of the Australian Defence Force. In 2016, I started my own business Loudon & Vaughan Pty Ltd and had my first baby – all whilst juggling postgraduate study.
My decision to enrol in a Master of Financial Planning was to gain the knowledge and the ability to elevate my own profession as a financial planner. The industry is constantly evolving, and standards are now higher than before to raise the industry profile.
To be a successful financial planner, you’ll need to provide great personal advice. It's learning about the client and giving them specific advice about their financial situation. Other areas of finance can be transactional, but financial planning is definitely tailored. There are also components of money-coaching and business-coaching involved.
I would highly recommend online learning at UNSW, especially to all those interested in a career in financial planning. The professors and lecturers at UNSW Business school were very helpful and understanding. Being medically discharged from the army, I do have a few physical injuries and I've also used the disability centre at UNSW to help me in situations where I needed assistance to get to university.
Current student, Master of Financial Planning
Founder of Loudon & Vaughan Pty Ltd, authorised authorities of Synchron