Graduate Diploma in Personal Financial Planning.xml Graduate Diploma in Personal Financial Planning

Qualifications and courses Study options
Graduate diploma in personal financial planning
Key Information for Students

Entry Requirements

Minimum requirement

Bachelor's degree in any field excluding personal financial planning. If English is not your first language, IELTS 6.0 Academic (no lower than 6.0 in any band).

Any minimum or preferred criteria for entry to this qualification.

Detailed requirements

Click here for more information on any additional entry criteria for this qualification.

Duration

The minimum amount of time it takes to complete this qualification.

Tuition Fees

Student fees

Annual: - Total Qualification:
The annual and total qualification tuition fees payable by a student to study this qualification, additional to what the government contributes. (These are averages based on recent course enrolments. Your fees may differ depending on your course selection.)

Government tuition subsidy

Annual: - Total Qualification:
The average annual and total amount paid by government towards the tuition fees for this qualification, additional to what the student pays. (These are estimates based on the fees subsidy paid by government to tertiary providers last year.)

Total

Annual: - Total Qualification:
The combined total of the annual and total amount paid by both student and government towards the tuition fees for this qualification. (These are estimates based on recent course enrolments and the fees subsidy paid by government to tertiary providers last year.)

For more infomation on Compulsory Student Services Fees, loans and allowances

Student Success

Successful course completion -

The percentage of students who successfully completed courses towards this qualification last year.

National Graduates Outcomes

3 years after completion

Earnings -

(lower quartile, median, upper quartile)
The median represents the middle value for all earnings of young graduates who completed a qualification in this subject area at this level nationally. Earnings do not relate specifically to graduates who completed qualifications at this TEO. The upper and lower quartile values represent the one quarter point and three quarters point for earnings. Half of all graduates had earnings within this range.

In employment -

This percentage relates to young graduates who completed a qualification in this subject area at this level nationally and does not relate specifically to graduates who completed qualification at this TEO.

In further study -

This percentage relates to young graduates who completed a qualification in this subject area at this level nationally and does not relate specifically to graduates who completed qualification at this TEO.

Content

Expand your expertise to help investors make the right financial choices.

This comprehensive graduate diploma focuses on equipping you with specialist skills and knowledge, enabling you to provide personal financial planning advice to a high standard of professional proficiency.

You're studies will include an introduction to finance, taxation, advanced personal financial planning, and financial risk management and insurance.

As a part of the course you'll collect and analyse information to develop a range of strategies and financial options to meet a client's needs. Based on realistic case study information, you'll produce a comprehensive personal financial plan and communicate this plan to a client.

You'll also undertake a personal financial planning project within a real business environment for a minimum of 200 hours.

Flexible study options are available for this course, and you can apply for recognition of prior learning if your previous experience is relevant.

Note. CFPCM is a registered certification mark and CERTIFIED FINANCIAL PLANNERCM is a common law certification mark owned outside the U.S. by Financial Planning Standards Board Ltd. Institute of Financial Advisers is the marks licensing authority for the CFP Marks in New Zealand, through agreement with FPSB.

Credit recognition

Credit recognition is available for this programme; if you have related skills, knowledge and/or experience, it may count towards part or even all of the qualification.

To learn more about credit recognition please see our Centre For Assessment of Prior Learning.

Programme structure

To complete this Graduate Diploma you are required to complete a minimum total of 120 credits. Please browse the guide below to view the course options currently available within this qualification.

Core courses
Elective Courses

To be a full time student you need to maintain a workload of 120 credits per year. We recommend you talk with us to ensure you choose electives to benefit your future career.

Entry requirements

Academic requirements
  • A bachelor's degree in any field excluding Personal Financial Planning.

Alternative requirements
  • Level 6 or 7 Diploma and relevant work and/or life experience (equivalent to a Bachelor's degree)
    or Evidence of equivalent practical, professional or educational experience eg 3 - 5 years full time work experience [relevant to business studies].
Additional requirements
English requirements
  • If English is not your first language you may also be required to provide evidence of your English language skills as listed below. If you have no evidence of your English language skills and are a New Zealand citizen or permanent resident, contact us for an assessment.

OVERALL IELTS REQUIREMENTS

6.0 ACADEMIC

SPEAKING

6.0

READING

6.0

WRITING

6.0

LISTENING

6.0
Acceptable Alternatives Chart
PROGRAMME CODE: CH4048
LEVEL: 7
CREDITS: 120
COMMENCES: February, July
APPLICATION DUE:
Domestic: Received all year
International: 22 January for February start; 23 June for July start
ANNUAL FEES:
Domestic: $6,000- $6,600
International: $19,500
LOCATION: Christchurch - Madras Street
PART-TIME AVAILABILITY:
ADDITIONAL COSTS: Advised on enrolment

Next steps

To apply for this programme please:

  • Complete an Admission and Enrolment Form or an International Application Form

Alternatively, if you feel you have gained your learning through on the job experience talk to us about recognition or assessment of prior learning .

Application documents

Career opportunities

As a graduate of this programme you'll have the skills and knowledge to work within a variety of financial, insurance and legal service institutions, specialising in personal financial planning.

Study pathways

Your graduate diploma qualification provides the pathway to full membership of Institute of Financial Advisors and provides the academic pre-requisite to apply to become a CFPCM CERTIFIED FINANCIAL PLANNER CM.

Recommended school subjects

  • English
  • Mathematics
  • Computing/ICT
  • Economics