Graduate Diploma in Global Wealth Management
We are currently not taking any new applications for this program. Current students please contact Tania Turner , Assistant Director - Programs with any queries.
About this program
The Graduate Diploma in Global Wealth Management will provide the foundation for those who wish to pursue a career in the rapidly growing field of wealth management and financial planning.
Upon completion of this program graduates are able to apply for advanced standing for the technical units of the CFP Certification Program in Australia. For further information about entry pathways to CFP certification from FPA Australia.
Students who have graduated from a relevant undergraduate or postgraduate degree or professional award (examples include an MBA, Master degree, Bachelor of Economics/Finance/Commerce) may be eligible to enrol for the Graduate Diploma of Global Wealth Management and receive status for foundation courses up to a maximum of 12 units. The full program involves a minimum of 12 months study.
The compulsory courses are delivered in executive style intensive mode by academics and industry practitioners. Foundation courses are offered over a semester, trimester or term basis, with weekly seminars.
Download the Program Brochure which includes course pricing structure here.
Program structure
There are three components to the Graduate Diploma program; the 4 foundation courses, the 3 compulsory graduate diploma courses and one elective.
There are two options that students can follow for the foundation courses of the Graduate Diploma. You may either elect to take courses from the 'Master of Commerce' (MCom), or the 'Master of Business Administration' (MBA). Students must, however, meet the MBA entry requirements to take the MBA courses. This usually implies having two years work experience at a managerial level.
Graduate Diploma Program |
||
|---|---|---|
Four Foundation Courses for the Graduate Diploma |
||
| OR | ||
| OR | ||
| OR | ||
| OR | ||
Three Compulsory Wealth Management Courses |
||
One Elective |
||
*Candidates must satisfy MBA entry criteria to enrol in these courses (including 2 years of managerial experience)
Who accredits this program
ASIC Compliance
The Graduate Diploma in Global Wealth Management is rg146 compliant in the areas of:
- Financial Planning
- Securities
- Derivatives
- Managed Investments
- Superannuation
- General Insurance
- Life Insurance
- Insurance Broking
- Deposit Products and Non-Cash Payments
- Generic Knowledge
- Skills
The following subjects must be completed for full ASIC compliance:
- Investment Advisory Process and Client Relationship Management
- Economic Principles (M)
- Principles of Finance (M)
- Global Wealth Management
- Tax Estate and Wealth Planning
Further details can be downloaded from the ASIC website
Financial Planning Association of Australia
The Graduate Diploma in Global Wealth Management provides Advanced Standing Pathways to the CFP Certification Program.
The following subjects must all be completed to receive advanced standing for units CFP2, CFP3 and CFP4:
- Tax, Estate and Wealth Planning (CORPFIN 6003)
- Investment Advisory Process and Client Relationship Management (CORPFIN 6005)
- Industry Research Project (CORPFIN 6000)
- Global Wealth Management (CORPFIN 6004)
Further details can be downloaded from the FPA website
Enquiries
If you have any questions please email
or contact:
Tania Turner , Assistant Director - Programs
International Centre for Financial Services
Phone: (+61 8) 8313 8398
Room 12 09, Level 12/10 Pulteney Street Adelaide
