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Graduate Certificate of Wealth Management - Online - on campus

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Graduate Certificate of Wealth Management - Online - on campus - Melbourne - Victoria

  • Objectives
    The Graduate Certificate of Wealth Management will enable students to: identify the main categories of financial institutions, instruments and markets that exist within a financial system; appreciate the scope and complexity of wealth management; identify the broad steps in the financial planning process; introduce mathematical concepts that apply to financial instruments used in the markets; describe the professional and legal contexts within which financial planners operate; and use modern financial techniques to make investment, financing and dividend decisions in the context of the Australian and international financial institutional framework.
  • Entry requirements
    To be eligible for admission to the Graduate Certificate of Wealth Management applicants must hold a hold a three year bachelor degree (or equivalent), or can show seven years of work experience in finance, insurance, financial planning, or superannuation. Upon successful completion of the Graduate Certificate students will be able to apply for entry to the Master of Wealth Management but will not receive credit for the units they have completed.
  • Academic title
    Graduate Certificate of Wealth Management
  • Course description
    Professional recognition
    One of the requirements to be able to practice as a financial planner in Australia is that a person must have satisfied certain minimum training requirements as governed by the Australian and Securities Investment Commission (ASIC) under Regulatory Guide 146 (RG 146). Deakin's postgraduate financial planning specialisation has been registered with ASIC consisting of the following 3 units:

    MAF707 Portfolio Investments and Financial Planning (B, X)
    MAF709 Financial Planning Development (B, X)
    MAF708 Retirement Income Streams (B, X)

    Students are therefore advised that if they wish to practice as a financial planner in Australia, these 3 units must be successfully completed.


    Fees and charges

    Equivalent Full Time Student Load (EFTSL)
    EFTSL is the standard annual full time load. Eight credit points is the standard full time load for one year of study. If you are studying a graduate certificate of 4 credit points, your total course EFTSL is 0.5.

    This is a fee-paying course. Domestic students may be eligible for FEE-HELP assistance in paying these tuition fees. For more information about FEE-HELP go to http://www.deakin.edu.au/future-students/fees/.
    Fee paying place - Domestic (DFP)
    A Fee paying place is one for which the university does not receive any government funding. As such, students enrolled in these places are required to contribute the full cost of their course.
    Fee paying places are available to domestic students. Domestic students are those who are Australian citizens, New Zealand citizens or holders of a permanent visa.

    * The 'indicative annual course fee' cited has been provided as a guide only. It has been calculated on the basis of a typical enrolment of a student undertaking the course in 2009, and reflects the cost involved in undertaking a full-time quota of units within the specified discipline.
    The actual fees charged by Deakin University will depend upon the discipline from which each individual unit is chosen, and may vary from the indicative course fee cited, particularly if units are chosen from a number of disciplines. The cost of each unit offered in 2009 can be viewed at http://www.deakin.edu.au/current-students/handbooks2009/search.php.
    Please note that the fees per unit/credit point may increase annually due to rises in the cost of course delivery and service.
    Deakin assumes no responsibility for persons relying on 'indicative course fees' to calculate the total future cost of their course.

    Career opportunities
    The Graduate Certificate of Wealth Management provides a comprehensive program of study for person working, or aspiring to work, in the expanding finance and financial planning sectors.  The course has been structured to deal with the key areas of knowledge and skills applicable to wealth management having regard, in particular, to the professional development needs of persons working in this area and who now need to obtain formal qualifications as a result of recent legislative changes applying to them.


    Course rules

    The Graduate Certificate of Wealth Management requires completion of 4 credit points of core units.

    Students successfully completing this course can articulate into the Master of Wealth Management but will not be granted advanced standing for units completed.


    Course structure

    MAF702 Financial Markets  

    MAF707 Portfolio Investments and Financial Planning  

    MAF708 Retirement Income Streams  

    MAF709 Financial Planning Development  

    Students precluded from one or more of the above core units will be required to choose alternative units from:

    MAF703 Applied Corporate Finance  

    MAF704 Treasury and Risk Management  

    MAS701 Principles of Risk and Insurance  

    MPR751/MPA751 Financial Reporting and Analysis  *

    MPF753 Finance  

    *MPR code denotes residential version of the unit


    Professional Recognition

    One of the requirements to be able to practice as a financial planner in Australia is that a person must have satisfied certain minimum training requirements as governed by the Australian and Securities Investment Commission (ASIC) under Regulatory Guide 146 (RG 146). Deakin's postgraduate financial planning specialisation has been registered with ASIC consisting of the following 3 units:

    MAF707 Portfolio Investments and Financial Planning (B, X)
    MAF709 Financial Planning Development (B, X)
    MAF708 Retirement Income Streams (B, X)


    Admission requirements - general
    Deakin University offers admission to postgraduate courses through a number of Admission categories.
    In all categories of admission, selection is based primarily on academic merit as indicated by an applicant's previous academic record.
    For more information on the Deakin Admissions Policy visit The Guide.


    Admission requirements - specific
    To be eligible for admission to the Graduate Certificate of Wealth Management  applicants must hold a hold a three year bachelor degree (or equivalent), or can show seven years of work experience in finance, insurance, financial planning, or superannuation.  Upon successful completion of the Graduate Certificate students will be able to apply for entry to the Master of Wealth Management but will not receive credit for the units they have completed.


    Advanced standing - general
    The University aims to provide students with as much credit as possible for approved prior study or informal learning which exceeds the normal entrance requirements for the course and is within the constraints of the course regulations. Students are required to complete a minimum of one-third of the course at Deakin University, or four credit points, whichever is the greater. In the case of certificates, including graduate certificates, a minimum of two credit points within the course must be completed at Deakin.

    You can also refer to the Advanced Standing System which outlines the credit that may be granted towards a Deakin University degree.


    How to apply

    Applications must be made directly to the university through the Applicant Portal referring to closing dates for applications as dates for particular courses may vary.

    Your faculty may require further information from you when submitting your application. Please refer to the faculty information website for further details.


    Further study
    M778 Master of Wealth Management (no credit will be granted for units completed)

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