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Master of Financial Planning

University of Notre Dame Pathway

Designed and created for current and aspiring financial advisers. Co-delivered by the University of Notre Dame and Mentor Education.

The University of Notre Dame's (Australia) Master of Financial Planning qualification, (co-delivered by Mentor Education, has been designed for both experienced financial advisers with approximately 5 years' experience and aspiring financial advisers who hold a Bachelor Degree, such as those transitioning from other industries such as teaching and nursing and policing as well as students who have recently graduated with a Bachelor's degree in another discipline, such as accounting, commerce or business.

Your Masters-level qualification will be awarded by the University of Notre Dame (Australia) has been carefully constructed to meet the industry needs of astute and commercially savvy financial planners in 2016 and beyond.

The subject of much industry attention and developed in collaboration with some of the leading financial services experts in Australia. It is a dedicated, ‘pure' financial planning post graduate Qualification in the sense that every subject is included and designed to maximise your commercial success and position yourself as an expert in your selected area of specialisation.

The qualification considers the requirements of a modern financial adviser carefully in a factual objective manner, based upon surveying hundreds of current financial advisers in landmark research.

Education requirements for financial advisers

Government changes to professional standards requirements for financial advisers include compulsory education requirements for both new and existing financial advisers:

  • The new professional standards requirements will commence on 1 January 2019.
  • New advisers entering the industry will need to hold a relevant degree, such as a Bachelor's or Master's Degree in Financial Planning.
  • Current financial advisers will be provided access to transitional arrangements, allowing five years, until 1 January 2024, to meet education requirements.

Apply for the next intake in Mentor Education's Master of Financial Planning today.

Choose Your Preferred Specialisation

This progressive and flexible Master of Financial Planning degree is designed for those who are seeking to specialise in the Financial Planning world, and allows you to choose from a range of electives and undertake a research project in demonstrate your unique area of expertise.

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Overview

This Master of Financial Planning degree offers a comprehensive syllabus for students wanting to enter, and set themselves up for success in the Financial Planning and Financial Services Industry.

Students have the chance to gain the expertise, knowledge and skills which are required in the financial planning profession of today and prepare for the practice of tomorrow. The course is designed for those who are seeking a deep strategic overview of the Financial Planning world, and allows you to select a specialisation stream through an elective and two 2 applied research units. The course encourages you to develop strategic insights in 7 financial planning foundation units, and develop applied intergenerational wealth strategies in its 4 advanced financial planning units and 1 elective, before you undertake the 2 applied research units to develop your specialist area of expertise.

We recognise that employers are increasingly looking for candidates who are aware of the challenges of being a specialist financial adviser. Often a candidate's Qualification is the only evidence that they possess the technical knowledge and skills requirements to conduct themselves professionally as an authorised representative at the highest level.

With a Notre Dame qualification, delivered in conjunction with Mentor Education, you have confidence in the fact that you will be equipped with the skills and knowledge gained from a credible industry-endorsed program that employs best practice assessment standards, helping you graduate at the leading edge of your chosen field.

Videos of industry leaders

More than 500 articles and videos, written by a large range of subject matter experts, leading industry professionals, respected academics and 10 corporate partners.

Advanced Standing & RPL

Your previous learning experiences relevant to one or more units in this course may help you cut months or years off your degree.

  • Advanced Standing - Recognition of formal learning
    Credit may be awarded to a student for formal learning (gained through full or partial achievement of an accredited qualification or course) completed at Mentor Education, University of Notre Dame or in other learning settings in Australia and/or overseas.

    Advanced Standing Example:

    Credit may be awarded to a student for formal learning (gained through full or partial achievement of an accredited qualification or course) completed in a recognised provider such as Mentor Education, a University or in other learning settings in Australia and/or overseas.

    Evidence required includes:

    • Academic transcripts for both HE and VET qualifications.
    • Relevant work experience (required for all VET qualifications and required for higher education qualifications only where academic transcripts are greater than 5 years old).
  • Credentialing - Recognition of informal learning
    Credentialing may be awarded on the basis of current informal learning (that takes place through work, social, family or leisure activities). Candidates would need to provide a paper on how their experience and study meets the specific Learning Outcomes (to be provided by Mentor) of a particular subject/unit.

    Credentialing Example:

    A potential candidate, such as para-planner, responsible manager, bookkeeper or an assistant financial planner may be in a position to demonstrate that they have the required informal learning.

    Evidence required includes:

    • Paper that references each Learning Outcome in the unit/subject and provides details of relevant informal learning and experience; and
    • Supporting Evidence, which may be in the form of a Supervisor/peer testimonial.
    • The fee for pre-assessment is 1/3 of the subject/unit fee.

  • Pre Assessment - Demonstration of knowledge & skills
    Pre-assessment may be awarded on the basis of a student demonstrating requisite knowledge and skills in a unit in the degree course by successfully completing the related 2-hour exam and providing evidence of their skills and application.

    Pre-Assessment Example:

    A potential candidate, such as a long standing financial planning practice manager or responsible manager can apply to sit the assessments that relates to a subject/unit in the degree to demonstrate the requisite knowledge and provide evidence of related skills such as a peer review and maintenance of CPD.

    The fee for pre-assessment is 1/3 of the subject/unit fee.

An application must be submitted to assess your prior learning, which is available for up to 50% of the units in this course. Please apply for advanced standing at the same time as you apply for admission into this course, because the amount of credit awarded will determine the sequence of units you will study.

Course Content

The Master of Financial Planning Award is a level 8 AQF qualification and comprises the 12 units listed below.

Graduate Certificate

Graduate Diploma

Professional Practice Masters

Electives Units

Admission Requirements

There are no pre-requisites for this Award.

The standard entry requirements for admission are detailed in the University of Notre Dame's General Regulations and the School of Business Regulations, and include:

School Leavers

  • ATAR of 70 - Indicative only. Must have been obtained within the last five years; or
  • IB of 25+ - Indicative only. Must have been obtained within the last five years.

Post School Leaver / Mature Age Applicants

  • Successful completion of an Australian Qualifications Framework (AQF) Certificate IV level qualification or higher from a recognised provider such as TAFE or an RTO; or
  • Other University Studies - Notre Dame will also consider applicants who have successfully completed a minimum of two units within a Bachelor's Degree from another University; or
  • Special Tertiary Admissions Test (STAT) – This option is only available for applicants who are over 20 years of age as at 1 March in the year of admission. A score of 150 for both the Multiple Choice component and the Written English component is required. STAT results are valid for five years. Or
  • Successful completion of the Notre Dame Tertiary Enabling Program (TEP) or Foundation Year (FY).

External Accreditation Requirements

This award is pending accreditation by the Financial Planning Association of Australia.

Volume of Learning

Standard Duration

  • The standard duration for the Master of Financial Planning Award is 2 years of equivalent full-time study.
  • A student is able to enrol in this Award on a part-time basis.

Maximum Duration

The maximum period of time within which a student is permitted to complete this Award is 8 years. This period (including any periods of approved leave of absence) is from the date on which the student first enrolled in the course.

Assessment

This Master of Financial Planning degree is assessed in each unit, with:

  • Continuous Assessment. Comprising on-line quizzes, case studies and essays/reports (case study based Assessment Task which requires the practical application of concepts learned).
  • Invigilated 4-hour Examination. Comprising multiple choice, short answer and 1 to 3 essay questions.

SPECIALISING IN FINANCIAL SERVICES EDUCATION

Mentor Education has been providing nationally recognised training and compliance solutions almost exclusively to financial advisers for over 13 years. By choosing to study with an institution (partnering with a leading tertiary brand) as recognised as Mentor Education in the Financial Advice Industry, you are setting yourself up for the best chances of success when it comes to your current and future employability within the industry.

The Master of Financial Planning will be legislated as the default standard for experienced advisers in the Financial Services industry. If you need the skills and knowledge to advise clients with broad and complex needs, this is the tertiary-level degree for you.

Apply for the next intake of Mentor Education's Master of Financial Planning today.

Price Per Unit
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  • Self-paced
  • Regular intakes
  • Online assessment
  • 1300 phone support

$2,800.00

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TESTIMONIALS

..Mentor Education’s assistance with helping me with both Diploma of Financial Planning and the Adv. Diploma of Financial Planning has been fantastic. I really appreciate their guidance and assistance with helping me obtain my qualifications. Your prompt email responses to my queries are also greatly appreciated..

Linda Pfitzner
Client Service Manager
Leading Australia Bank Financial Planning

..Mentor Education simply makes our lives easier. Their professional problem-solving approach allows us to focus on other parts of the business;
safe in the knowledge that Mentor graduates have what is takes to provide our clients with sound and accurate advice..

Charles Cavallaro
Professional Development Coordinator
Leading Australian Bank

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