Graduate Diploma of Financial Planning (GDFP)

DOMESTIC STUDENTS ONLY

The Graduate Diploma of Financial Planning (GDFP) is a flexible program designed to equip students with advanced skills to tackle complex financial challenges. The course prepares graduates for professional memberships and proficiency in dynamic work environments. Aligned with The Institute of International Studies (TIIS) strategic vision, the GDFP offers face-to-face, online, and asynchronous learning options to meet students’ diverse needs. The course meets the Financial Adviser Standards and Ethics Authority (FASEA) education requirements.

Overview

The Graduate Diploma of Financial Planning (GDFP) qualifies students to identify, delineate and manage complex challenges people and organisations face in the financial services environment. The GDFP prepares graduates for memberships in affiliated associations. Graduates at this level will have improved advanced knowledge and a high level of ability to work professionally in challenging work environments and/or pursue further education to stay current and remain proficient in a rapidly evolving profession.

Careers

  • Financial Adviser/Planner
  • Paraplanner
  • Compliance Manager
  • Client Relationship Manager
  • Client Services Administrator
  • Estate Planner
  • Insurance Broker/Advisor
  • Superannuation Consultant
  • Wealth Manager/Advisor

Learning Outcomes

Knowledge

  • Personal Finance Management: Evaluate the key issues and challenges involved in managing personal finances within the evolving financial planning landscape.
  • Financial Planning Functions: Demonstrate comprehensive knowledge of core financial planning functions, professional ethics, regulatory requirements, and applied research methodologies.
  • Ethical and Sustainable Practices: Understand the ethical dimensions and regulatory obligations crucial to financial planning and promote socially responsible and sustainable practices.

Skills

  • Problem Solving: Review, analyze, and synthesize knowledge to develop effective solutions to complex financial planning problems.
  • Critical Evaluation: Critically evaluate and interpret information, data, and resources to generate effective and ethical solutions in financial planning.
  • Communication and Collaboration: Use appropriate digital technologies to communicate findings effectively and make recommendations to stakeholders, both independently and collaboratively.
  • Professional Judgement: Demonstrate professional judgement in applying knowledge and skills to evaluate a broad range of complex financial situations.

Application

  • Financial Planning Implementation: Demonstrate the ability to initiate, plan, implement, and evaluate comprehensive financial planning functions to provide tailored advice relevant to clients’ needs and goals.
  • Ethical Conduct: Apply professional conduct aligned with relevant ethical frameworks, ensuring integrity and accountability in all financial planning activities.

Programme

Course Design and Structure

For each intake, there will be a 6-week study period followed by 2 additional weeks to finalise assessments and results.

Each subject will be scheduled over the 6-week study period, covering 2 topics per week, with assessments scattered throughout the period.

Students will complete 8 compulsory subjects as below:

Do you have more questions?

Contact us

Level 4, 22 Market Street,
Sydney, NSW 2000

Level 1, 112 Newquay Promenade, Docklands, VIC 3008

APPLY

01

Gather Documentation

Begin your journey by gathering all the necessary documents as per TIIS entry requirements.

02

Application Submission

Complete our application forms and send them to TIIS via email.

03

Approval Process

If you meet our requirements, TIIS will issue a Letter of Offer.

04

Fee Payment

Secure your place by paying your tuition fees. Upon payment, you’ll receive a Confirmation of Enrolment (COE).