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Master of Financial Planning

A unique Master-level award!

Mentor Education provides specialist lecturers and tutors to deliver the Diploma of Financial Planning and the Advanced Diploma of Financial Planning as pathway qualifications to the University of Notre Dame Australia Master of Financial Planning (5147).

You will be considered a student of The University of Notre Dame Australia. You will receive a student card and access to all The University of Notre Dame Australia student services.

Students will be enrolled in The University of Notre Dame Australia. The University of Notre Dame Australia awards the Master of Financial Planning on completion.

Mentor Education's student support officers provide students with assistance in completing applications for entry into the awards.

Designed to prepare you for the realities of being a financial advisor in 2017 and beyond. Developed with industry, including Australia's leading financial services experts.

The Master of Financial Planning considers the needs of the modern financial planner, based on current research conducted by Mentor Education and CoreData Research Australia (2015). The Master of Financial Planning extends the skills and knowledge of existing advisers to ensure graduates can provide for the more complex needs of retail clients in a marketplace of digital natives.

The Master of Financial Planning is for those who are seeking to develop strategic insight by undertaking ethics, and nine advanced financial planning specialist units. The Master of Financial Planning is ideal for new financial planners with a bachelor degree and existing financial planners looking to excel and obtain the highest achievable financial planning qualification. This course provides up-to-date content and relevant, practical case studies, ensuring graduates apply their skills in the finance sector.

This flexible programme allows students to specialise through a financial planning elective and completion of an applied research project.

The programme addresses the key areas of financial planning identified by the Australian Financial Planning Association (FPAA) and is also being accredited. The Master of Financial Planning award is a nationally recognised qualification.

Mentor Education, Supporting Pathways to Excellence!

Industry Specific, Relevant Content and Practical Case Studies

A survey conducted by CoreData Research Australia and Mentor Education (2015) indicated that most planners desire a professional industry, underpinned by credible qualifications. The result is The Professional Standards of Financial Advisers legislation.

The survey of 12,000 financial planners, 5,000 mortgage brokers and 5,000 accountants, as well as Mentor Education’s extensive database found that 4 out of 5 respondents see the value in a degree, exam and professional year.

The Master of Financial Planning contains more than 500 articles and videos, written by experienced, leading industry professionals, respected academics and corporate partners.

Career Opportunities

  • Financial Advisors/Planners
  • support and assistant Planners
  • Compliance
  • Advice Quality Assurance Managers
  • Practice Development Managers
  • Specialist consultants in Portfolio Investment
  • Risk, Retirement, Inter-Generational Wealth

Recognition

Nationally recognised accreditation award, issued by The University of Notre Dame Australia.

Prerequisites

  • A recognised undergraduate degree in a related discipline (or equivalent qualification); or
  • Five years professional experience in financial planning.

There is some flexibility in unusual circumstances where you do not meet either criteria.

Course Length

  • The standard duration for the Master of Financial Planning Award is 18 months full time or equivalent part time
  • Part time study is also available.
  • Advanced standing can significantly reduce the duration of this course.

Study Options

  • Students can complete 10 of the 12 units online via the learning management systems (Brightspace and Blackboard)
  • Delivery of the core curriculum unit (ET502 Ethics in Professional Life) is face-to-face over a two-day intensive in major capital cities in your home state. Online options may be available in some cases for students in remote locations.
  • Students will need to attend an invigilated exam at an approved exam centre in major capital cities of their home state.
  • Students will arrange with The University of Notre Dame Australia to complete the Business Research Project

Assessment

Assessment tasks for each unit of the Master of Financial Planning may vary. Each unit contains a mix of: weekly quizzes, knowledge questions, participation in discussion groups and group work, case studies, presentations, essays and an invigilated examination.

Start Date

Refer to The University of Notre Dame Australia, School of Business Sydney academic calendar as semesters and terms may vary: https://www.nd.edu.au/__data/assets/pdf_file/0019/134029/2017_Academic-Calendar.PDF

Payment Options

Upfront payment of the fee below or deferred payment through *FEE-HELP.

*Refer to The University of Notre Dame Australia website for further information on FEE-HELP: http://www.nd.edu.au/nav-future-students/fees

Price

$3,076 per unit on commencement

The Master of Financial Planning Award includes the following 12 units of study:

1 Core Curriculum Unit

9 Advanced Financial Planning Units

1 Financial Planning Elective

1 Applied Research Unit

Admission Requirements

There are no pre-requisites for this award. There is some flexibility in unusual circumstances where you do not meet the criteria. Contact Mentor Education to learn more or The University of Notre Dame Australia School of Business Sydney.

The University of Notre Dame Australia’s General Regulations and the School of Business Regulations stipulate the standard entry requirements for admission, including:

Applicants must possess:

  • a recognised undergraduate degree in a related discipline (or equivalent qualification); or
  • five years’ professional experience in financial planning.

There is some flexibility in unusual circumstances where you do not meet either criteria. See the UNDA School of Business Sydney for more details: http://www.nd.edu.au/sydney/schools/business/bussydney.shtml

There are no prerequisites for the study of financial planning but earlier studies in mathematics and business-related disciplines may be an advantage.

Career Pathway

Career Pathway Program

The Master of Financial Planning extends the skills and knowledge of existing advisers to ensure participants can provide for the more complex needs of retail clients. It is developed for those who are seeking a comprehensive, strategic overview of financial planning to further develop a specialist area of expertise. The Master of Financial Planning has been developed for both experienced financial advisers and aspiring financial advisers who hold a Bachelor Degree.

Study Options

  • The standard duration for the Master of Financial Planning Award is 18 months of equivalent full-time study. Part time study is also available.
  • Advanced standing can significantly reduce the duration of this course.

Flexible Delivery That Suits You

You can complete this course full-time, part-time or a mixture of both. We know that your circumstances may change, so managing your study load to suit is one of the hallmarks of studying at The University of Notre Dame Australia.

Delivery Options

  • Students can complete 10 of the 12 units online via the learning management systems (Brightspace and Blackboard)
  • Delivery of the one core curriculum unit (ET502 Ethics in Professional Life) is face-to-face over a two-day intensive in major capital cities in your home state. Online options may be available in some cases for students in remote locations.
  • Students will need to attend an invigilated exam at an approved exam centre in major capital cities of their home state.
  • Students will arrange with The University of Notre Dame Australia School of Business Sydney faculty to complete the Business Research Project

Study Abroad Opportunities with The University of Notre Dame Australia

You may have the opportunity to complete part of your course at a partner institution through an exchange program. The University of Notre Dame Australia has strong links with universities in Asia, Europe and North America. More information is available from the UNDA staff of the School of Business Sydney and the Study Abroad Office. - See more at: www.nd.edu.au

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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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