FPA Approved Degree List

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1 The Financial Planning Education Council (FPEC) is an independent body responsible for raising the standard of financial planning education. FPEC have approved the courses listed below as satisfying the education entry pre-requisite for the Certification Program. ensure that courses are academically rigorous and reflect current financial planning practice, approval is granted for a finite period of time. This is expressed as registration renewal due date which is listed in column. It is the education provider s responsibility to re-apply to us for a further approval period. You need to be enrolled before this date for us to consider your qualifications. If your course is not on the list below, you can apply for a pre-enrolment approval via our website. Students commencing an approved course before the registration expiry date are allowed to complete the qualification within the s rules. Graduates of programs should therefore also refer to the expired registration list. Please note, Diploma, Advanced Diploma or Graduate Diploma studies on their own do not satisfy the education requirements for admission as a practitioner unless held together with a Bachelor or degree. s are only available for 2, 3 and and are for study within 10 years. There are no exemptions for 1 or Certification units. Cross credits are credits granted by education providers towards a degree for members who have completed all Certification Program units. They are reverse exemptions, ie credits towards a post graduate qualification. Arrangements should be confirmed for each specific situation. Some cross credits may be granted on an individual basis where a formal arrangement has not been agreed with the FPA. Commonly cross credits must be used within 10 years. 2, 3 & Charles Sturt March 2017 Master of Applied Finance with studies in Financial Planning: Electives must include: Financial Planning (FIN560) Risk Management and Insurance (FIN562) Estate Planning (FIN563) Superannuation and Retirement Planning (FIN56) Cross credits possible on application to the university. Dr Dianne McGrath Curtin of Technology December 2018 Master of Financial Planning cross-credits Bachelor of Commerce (Financial Planning) Bachelor of Commerce (Accounting & Financial Planning) No Not applicable Dr Elson Goh

2 2, 3 & Deakin 30 June 2017 Bachelor degree including Fundamentals of Finance MAF101 Money and Capital Markets MAF 202 Financial Planning MAF 255 Superannuation Planning MAF 311 Advanced Financial Planning MAF312 Equities & Investment Analysis MAF 307 Principles of Income Tax Law MLC 301 Business Law MLC 101 OR Law in Business MLC 201 Building Client Relationships MAF315 (students from 2015) Estate Planning MAF316 (from 2015) No Not applicable Dr Adrian Raftery Master of Financial Planning cross-credits Master of Commerce (Financial Planning) Griffith February 2018 s are granted subject to completion of full degree including 12 compulsory subjects Bachelor of Commerce (Financial Planning) Bachelor of Commerce (Professional) Financial Planning Not available No Not applicable Prof Mark Brimble Bachelor of Commerce (Accelerated) Financial Planning Kaplan Higher Education December 2018 Master of Financial Planning s require: FPC002: Applied Financial Planning FPC003: Superannuation and Retirement Advice FPC00: Insurance Advice FPC005:Estate and Succession Planning FPC006: Tax Considerations in Financial Advice FPC007: Client Engagement Skills FPC008: Investment Management: Fund Manager Perspective FPC009: Complex Financial Planning FPE011: Debt Strategies FPE016: Self Managed Superannuation Funds (with approved subjects) 6 subjects for Bachelors plus designation Sue-Ann Stanford Latrobe 30 June 2018 Financial planning major (8 subjects) within a Bachelor degree Students who commenced prior to existence of the major must complete the Financial Planning specialisation (7 subjects) No Not applicable Marc Olynyk RMIT 30 June 2015 Bachelor of Business in Financial Planning through Open Program No Not applicable Dr Larry Li

3 2, 3 & TAFE NSW Higher Education 30 June 2019 of Canberra 31 December 2017 Bachelor of Applied Finance (Financial Planning) Bachelor of Commerce (Financial Planning major) Bachelor of Finance (Financial Planning major) No Not applicable Diana Bugarcic No Not applicable Dr Abu Mollik of New England Registration extended to include second semester 201 Master of Financial Services Changed course planned for 2015 (pending accreditation) cross-credits Dr John Anderson of NSW 31 December 2016 Master in Financial Planning Approved units on Estate Planning and Insurance are mandatory for students commencing from cross-credit Michele Sharp of the Sunshine Coast Bachelor of Business (Financial Planning) No Not applicable Prof Sajid Anwar 31 August 2018 of Western Sydney Registration extended until December 201 Master of Commerce (Financial Planning) New course planned from 2015 (pending accreditation) 2 cross-credits Derek Gleeson

4 2, 3 & Other Universities Degrees via transcript review NB If you are a graduate of a non-listed program, check the expired list that follows. Other degree + Approved Bridging Program Bridging programs can be other approved degrees or part-degrees. Minimum approved bridging program is for Financial Degree (eg BComm, BEc, BAcc) and Diploma of Financial Services/Planning including ASIC competencies for: financial planning, superannuation, life insurance and managed investments Minimum bridging program for a Non- Financial Degree is both Diploma and Advanced Diploma of Financial Services/Planning including ASIC competencies for: financial planning, superannuation, life insurance and managed investments For further information, refer to FPA Approved Bridging Course list. Or apply for pre-approval via our website No Not applicable N/A

5 Expired registration/discontinued courses Where a course was previously approved by the FPA, the FPA will honour the registration for graduates who commenced the qualification before the registration expiry date. Evidence of continued employment in the financial planning industry between graduation and application for entry into the certification program will be required. Advanced standing (or exemptions) is only available for courses within 10 years from completion. Expired Curtin Bachelor of Commerce (Economics & Financial Planning) Approved for entry, no exemptions 25 August 2011 Central Queensland Bachelor of Accounting (Financial Planning) Approved for entry, no exemptions Bachelor of Financial Planning or Bachelor of Financial Planning/Bachelor of Accounting Approved for entry, no exemptions December 2013 October 201 Deakin Master of Wealth Management Course completed by end 2011 Financial Services Institute of Australasia (Finsia) Griffith Kaplan Higher Education Graduate Diploma of Financial Planning. Approved for entry (with a Bachelor s or Master s degree) and approved for exemptions. of Business Administration (Financial Planning) Graduate Diploma of Applied Finance (Financial Planning Major) (completed by 31 December 2010) Graduate Diploma of Financial Planning (commenced 2010) including the following units: Financial Planning Fundamentals (FIN211) Investment Products (FIN212) Superannuation and Retirement Planning (FIN213) Insurance, Estate and Succession Planning (FIN21) Approved for entry (with a Bachelor s or Master s degree) and approved for exemptions Master of Applied Finance (Financial Planning Major) Course completed by 31 December 2008 December 2012 Specialisation not offered 31 December December December 2013 La Trobe degree containing Principles of Economics Principles of Finance Financial Planning Retirement and Estate Planning Case Studies in financial planning Portfolio Management Debt securities Equity securities Approved for entry and exemption to Closed by the university to new enrolments from 2015

6 RMIT Bachelor of Business (Economics and Finance) Including Superannuation and Retirement Planning Insurance and Social Security Financial Planning Practice management Approved for entry 30 June 201 of Adelaide Degrees that include four Financial Planning Specialisation: 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 600) Approved for entry and postgraduate diplomas including the units above were eligible for exemptions. 31 December 2012 of New England Bachelor Financial Services and Bachelor of Laws or Bachelor of Financial Services that must include: Financial Planning and Wealth Management (FIN102) Investment Management in Financial Planning (FIN103) Risk Management and Insurance (FIN201) Superannuation and Retirement (FIN202) Developing the Financial Plan (FIN301) Approved for entry Master of Financial Services Must include: Financial Planning and Wealth Management (GSB608) Investment Management in Financial Planning (GSB611) Risk Management and Insurance (GSB609) Superannuation and Retirement (GSB610) Developing the Financial Plan (GSB612) Graduate Diploma or including the units above were eligible for exemptions and approved for entry. 30 June 201 of Southern Queensland Master of Business (Personal Financial Planning Specialisation) Approved for entry & exemptions. Graduate Diploma of Business (Personal Financial Planning) is offered as an exit point for students who complete the personal financial planning specialisation. 17 November 2011 of the Sunshine Coast Graduate Diploma of Financial Planning Approved for entry (with a Bachelor s or Master s degree) and approved for exemptions Master of Financial Planning November 2011 of Western Sydney Bachelor of Financial Advising This course was approved for entry December 2013 Victoria Bachelor of Business (Financial Risk Management) This course was approved for entry December 2013 Wollongong Bachelor of Commerce (Financial Planning) This course was approved for entry June 201

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