Diploma of Financial Planning

Most of your classes will be held in RMIT's Swanston Academic Building which features innovative learning spaces interspersed with retail and social spaces resulting in a stimulating environment for students.

RMIT offers a variety of learning and teaching approaches including lectures, seminars, workshops, presentations and group discussions. You will also use RMIT's simulated work environment, the Swanston Banking Group Ltd (The Practice Firm).

Through RMIT University’s online learning portal, myRMIT, you will be able to view online resources and learning activities created by lecturers, access course materials via Blackboard, collaborate with lecturers and fellow students, and access your student email account. Educational software, the Learning Hub, resources and printers are accessible on campus via the RMIT wireless network using your own laptop, tablet or smart phone or via computer facilities on-campus. You will be able to access the same software from home using myDesktop.

Find out more about student computing at RMIT.

Ongoing assessment throughout the semester includes oral presentations, group projects, tests and practical assignments including case study analysis and scenarios.

Assessment tasks in the diploma are designed to simulate a workplace environment and require you to demonstrate that you can apply the skills and knowledge learned in the classroom within specific organisational contexts.

A feature of the assessment strategy for this program is the opportunity for you to work in a simulated work environment  or Practice Firm called The Swanston Banking Group Ltd located in RMIT’s Swanston Academic Building at the Melbourne City campus.

Within the firm you will be required to undertake a range of work-related activities. You will have the opportunity to develop skills in collaboration, structuring meetings, working with client files and engaging with simulated clients in the form of role plays.

You are required to abide by the policies and procedures of the bank and use financial services tools and templates that mirror the ones in the workplace.

In addition to the expertise provided by the College of Business, the program advisory committee includes senior executives from major financial services corporations and professional bodies. The committee provides input and feedback on the design of financial planning programs at RMIT.

RMIT University is committed to providing you with an education that strongly links formal learning with professional or vocational practice.

RMIT's banking and financial planning programs consist of core competencies and electives and provide the opportunity to undertake ASIC-compliant training required under Regulatory Guide 146 (RG146).

The Diploma of Financial Planning is designed to expand your understanding of the financial services industry, clients, products and legislation.

You will study core and elective courses that will provide an overview of the financial services industry, develop your knowledge of client management, and skills in research and analysis, and implementing and monitoring a financial plan.