Graduate Diploma in Global Wealth Management

• Overview
• Applications
• Enquiries
• Study Plan
• Program Rules
• Graduate Attributes
• Tuition Fees
• Industry Accreditation

Overview

Download the updated Program Brochure which includes course pricing structure. (pdf 269kB)

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.

Wealth management for high net worth individuals is a rapidly growing area both in Australia and Asia with increased demand for professionals who can offer advice in financial planning, wealth management and private banking.

The University of Adelaide and the International Centre for Financial Services (ICFS) offer a Graduate Diploma of Wealth Management program, which upon completion will allow graduates 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 complete the program in 6 months and receive status for foundation courses.  The full program involves a minimum of 12 months study.

The compulsory ICFS courses are delivered in executive style intensive mode by academics and industry practitioners.  Each course involves two intensive weekend sessions (Friday and Saturdays), spaced over a two month period.  This is followed by an examination.  Foundation courses are offered over a semester, trimester or term basis, with weekly seminars. 

Applications

All applications for this program must be lodged online through the SA Tertiary Admissions Centre (SATAC). Their website is:
http://www.satac.edu.au/uniweb/

Once on the Uniweb site select the following options:

GradStart
Relevant semester
GradSearch
Course Title or enter the SATAC code which is 3GD024.

Please note than an application fee applies.

Enquiries

Enquiries, including details on course times and fees should be directed to:

icfs@adelaide.edu.au 

or contact:

Tania Turner , Assistant Director - Programs
International Centre for Financial Services
Phone: (+61 8) 8303 8398
Room 12 09, Level 12/10 Pulteney Street Adelaide

Study Plan

There are three components to the Graduate Diploma program; the 4 foundation courses, the 3 compulsory graduate diploma courses and one elective. 

There are also 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.

*Candidates must satisfy MBA entry criteria to enrol in these courses (including 2 years of managerial experience)

Program Rules

Download the official program rules. (pdf 35kB)

Graduate Attributes

Download the Graduate Attributes. (pdf 26kB)

Tuition fees

Domestic Students

The 2009 indicative price for the full program is AU$17,424 per annum (8 courses) or AU$2,178 per course. Financial assistance may be sought via the Australian Government's FEE-HELP scheme. 
More information about FEE-HELP can be found at: www.goingtouni.gov.au/Home.htm

International Students

The 2009 indicative price for the full program AU$25,000 per annum  (8 courses). Also refer www.international.adelaide.edu.au/cost/

Industry Accreditation

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 Relationhsip 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