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Advance your career as a financial adviser with a FASEA-approved program

The University of South Australia is one of the first institutions nation-wide to offer financial planning programs and courses approved by the Financial Adviser Standards and Ethics Authority (FASEA).

The financial services profession has recently introduced new education standards, making it more important than ever for practising and aspiring financial advisers to hold a recognised qualification.

If you’re currently working in financial planning, you’ll need to complete a FASEA-approved program by 2024 to continue practicing. If you’re looking to enter the industry, you’ll now need to study a FASEA-approved program to start your career.

Our FASEA-approved qualifications include:

  • Bridging courses (option to study as standalone courses or embedded within the Graduate Certificate in Financial Planning)
  • Master of Finance (Financial Planning)
  • Graduate Diploma in Financial Planning
  • Bachelor of Business (Financial Planning)

Our degrees and courses are designed to meet industry requirements and cater to all levels of experience, with the flexibility to study full-time, part-time, at UniSA’s City West campus, 100% online, or in mixed mode.

In consultation with our expert academics and FASEA, we’ve stepped out everything you need to know to help guide you to the study option that may be best suited to you.

 

Study options

QualificationFASEA- approved programMode of studyStart dateDuration full time (or part time equivalent) Previous qualification requiredPrevious industry experience requiredCredit available

Bridging course/s+

Option to study as standalone courses or via the Graduate Certificate in Financial Planning or UniSA Online Graduate Certificate in Financial Planning

 

On-campus/Online

100% Online 

 Commencing from 2020  Based on individual requirements    
Master of Finance (Financial Planning) On-campus/Online Feb, Aug 2 years or 1.5 with Advanced Standing*  ✔  

Graduate Diploma in Financial Planning

UniSA Online Diploma in Financial Planning

On-campus/Online

100% Online 

From 2020:
Feb, Aug

From 2020: Jan, Apr, June, Sept

1 year Previous qualification and/or industry experience.

As a pathway option:
Graduate Certificate in Financial Planning˄

UniSA Online Graduate Certificate in Financial Planning˄

 

On-campus/Online

100% Online

Feb, Aug

From 2020:
Jan, Apr, June, Sept

6 months Previous qualification and/or industry experience.   

Bachelor of Business (Financial Planning)

UniSA Online Bachelor of Business (Financial Planning)

On-campus/Online

100% Online

Feb, Aug

Jan, Apr, Jul, Sept

3 years      
3+1 Pathway to Masters packaged degrees (with Financial Planning)

Financial Planning degree only

On-campus/Online Feb, Aug 4 years    

 

Undertaking your degree on campus/online offers you the flexibility to study in mixed mode and choose how you learn based on your individual needs.

Bridging courses

If you are an existing financial adviser and have previously studied an approved or relevant degree, you may only need to complete a selection of remaining courses to meet FASEA education requirements. 

From 2020, we’ll be offering three FASEA-approved bridging courses you can study as standalone courses based on your prior learning and FASEA-approved professional designations. Depending on your individual circumstances, you may need to undertake one, or all, of these courses.

Bridging courses offered include:

  1. Ethics and Professionalism
  2. Financial Advice Regulatory and Legal Obligations
  3. Behavioural Finance Client and Consumer Behaviour

You can also choose to undertake these courses as part of our Graduate Certificate in Financial Planningand graduate with a degree in six months full-time study (or part-time equivalent). 

While FASEA has not approved graduate certificates from any education provider, the Standards Authority will formally recognise students who have successfully completed accredited courses within our Graduate Certificate in Financial Planning.

+The number of bridging courses required is dependent on prior learning and FASEA-approved professional designations. There is also an option to transition into the Graduate Certificate in Financial Planning.
*If you hold a relevant undergraduate qualification, you may be eligible to fast track your studies and enter with 18 units of Advanced Standing, allowing you to complete the program in 1.5 years.
^You will need to study our FASEA-approved master’s program following completion of the graduate certificate to meet education requirements.

Career opportunities

The financial services sector plays a critical role in the nation’s economy, and the financial wellbeing of all Australians.

Between now and 2023, the ABS projects the number of professional finance roles in Australia will increase*, and with more than 193,400 financial planning businesses in operation, your opportunities for career progression are strong. 

With a qualification from UniSA, you’ll meet FASEA’s education requirements to practise as a financial adviser across a diverse range of roles in areas including financial planning, investment, insurance, superannuation, estate planning and more.

*Australian Bureau of Statistics, Catalogue 8165.0 – Counts of Australian businesses, including entries and exits, June 2012 to June 2016, Table 1–20 (includes the insurance industry).

Industry facts

  • The main topic areas of financial advice clients seek are superannuation and investment advice, loans and investment advice, self-managed superannuation fund advice, and tax advice.
    Financial Services Royal Commission, Some Features of the Australian Financial Planning Industry, Background Paper 6 (Part A), 2018.
  • Australia’s financial services sector is the largest contributor to the national economy, contributing around AUD $140 billion to GDP over the 2016/2017 financial year.
    Australian Government, Backing Australian FinTech, 2016.

What others are saying

“I have over 25 years of experience in the financial services industry, including ten years working in Sydney as a Financial Services Executive. I was honoured to be awarded the Financial Standard’s Power50 most influential financial advisers in Australia for 2018. I am currently a Principal Adviser and founder of GAP Financial. My role at UniSA allows me to bring my industry experience to develop course content that is relevant and practical for current and aspiring financial planners. Students will learn best-practice processes and client strategies using real-world case studies taken from the industry.”

Geoffrey Pacecca
Founder, GAP Financial
UniSA Financial Planning lecturer

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Geoffrey Pacecca
Founder, GAP Financial
UniSA Financial Planning lecturer

“Having a FASEA-approved qualification is now imperative to a successful career as a financial adviser. The new FASEA requirements will effectively reshape Australia’s network of financial advisers. Financial planners who are able to adapt to change, continually learn new things, possess good communication skills, and demonstrate flexibility and resilience will be the most successful in their career.”

Louise Trevaskis
Academic and Education Manager, AMP Financial Services

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Louise Trevaskis
Academic and Education Manager, AMP Financial Services

“My UniSA degree parchment hangs proudly in my office along with my Advanced Diploma of Financial Services and Certified Financial Planner (CFP®) certificates. Clients express satisfaction in knowing that they are dealing with someone who has passed the academic requirements to hold the industry’s highest qualifications and be at the forefront of technical knowledge and skills. In an ever-changing environment, continual learning represents commitment to being the best I can be for myself, my business and my clients.”

Mark Bastiaans
Principal Financial Adviser

UniSA Financial Planning lecturer

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Mark Bastiaans
Principal Financial Adviser

UniSA Financial Planning lecturer

Why study at UniSA


UniSA is ranked #1 in SA for postgraduate career outcomes in Business and Management
QILT: Graduate Outcomes Survey Course Experience Questionnaire 2016-18 – Full-time Employment Indicator. Public SA-founded universities only.


UniSA is ranked in the Top 150 institutions in the world for Accounting and Finance
2019 Subject Rankings.


The University of South Australia Business School is in the top one per cent worldwide*
 and has been awarded an overall five stars for excellence in the QS Stars Ratings 2019 
*UniSA Business School is one of just nine institutions in Australia and 180 globally to be accredited by EQUIS (from over 16,500 worldwide). EFMD, February 2019.