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13 6736

Study graduate certificate online with Griffith University through Open Universities Australia. Explore all degrees, subjects and short courses now.

For experienced advisers holding a related degree, the Graduate Certificate in Financial Planning provides an opportunity to meet the new regulatory requirements and advance knowledge in areas such as finance, leadership, consumer behaviour and more. A choice of electives is packaged with the Financial Adviser Standards and Ethics Authority (FASEA) bridging courses into a program of study.At Griffith, our financial planning degrees are designed for flexibility so you can balance study with your current job, family commitments and social life. You can study full-time or part-time, at Nathan campus or online. With our accelerated online degrees, you can study part-time and still fast-track your Graduate Certificate in Financial Planning. Each course runs for six weeks so you can focus on one at a time. With six intakes every year, you can start virtually whenever you&#39;re ready.﻿Griffith University offers a range of flexible delivery modes including on campus and online. Find out more about our <a href="https://www.griffith.edu.au/study/business-government/financial-planning?level=pgrd" target="_blank" style="color: rgb(0, 0, 0); background-color: rgb(255, 255, 255);">Financial Planning</a> programs.

Whether you’re looking for a stepping stone into finance, or need to meet requirements for your existing work in the field, this certificate is your key to confidence in foundation-level knowledge required for financial planning roles. 

Graduate Certificate in Financial Planning

Financial Planning 1

This course provides students with a broad overview of personal financial advice and the role of financial advisers in a dynamic environment. Students apply the knowledge and skills covered in this course to discussions of contemporary issues, such as ethics, regulation, technology and government policy, and authentic financial planning tasks.

The primary aim of this course is to build on students’ awareness of their future employment environment covered in 1204AFE Professional Awareness, and to further develop the core knowledge and skills for them to effectively transition from a student to a professional reflective practitioner. To achieve this aim, the course continues to identify and apply tools to develop students&#39; generic and behavioural skills, highlights workplace rights and responsibilities from both legislative and modern workplace expectations perspectives, and supports the development of a portfolio of evidence for application to internship or graduate positions.

Professional Identity A

This subject aims to advance students&#39; knowledge and generic skills required to be effective in financial planning including an introduction to the FASEA Code of Ethics. Students are exposed to professional communication and connecting with professionals through networking events on and off campus including e.g. AFA Conference, FPA Conference, AMP PD Days, Association local chapter meetings.This is a restricted subject for students in the Bachelor of Applied Financial Advice and is only a 5 credit point subject.Prerequisites: AFE124 Professional Awareness A.

Professional Awareness B

This course advances student knowledge and skills in estate planning, from the regulatory environment, including the legal and tax implications of ownership structures in the management and transfer of assets, through to strategies to manage the client-professional relationship in the face of difficult circumstances including family breakdown, bankruptcy and the loss of a loved one. Prerequisite: AFE122 Financial Planning 1 and AFE227 Superannuation and Retirement.

Estate Planning

This subject examines psychological and social models of behaviour in the context of individual and group decision making. It provides insights into the approaches and perspectives that can be taken to more deeply understand the client-adviser relationship, the advice process and design of financial strategies.

Behavioural Finance

This subject focuses on the application of prior knowledge to the development of the necessary capacity to assess clients needs; prepare, present, evaluate and implement tailored, comprehensive financial plans. Students will also be able to recognise the implications of legal and ethical codes that relate to financial planners and to apply them to their own work activities.Â 
Prerequisites: AFE227 Superannuation and Retirement and AFE329 Estate Planning, AFE222 Risk Management and Insurance, AFE223 Financial Planning 2

Financial Planning, Construction and Review

This course focuses on developing skills to engage with clients in a real-world context and is delivered by experienced industry professionals via online learning over twelve weeks. This course maps to a number of National Financial Adviser Curriculum core knowledge areas. In particular, we focus on client relationships and consumer behaviour, which includes coverage of the following: Communication in a professional context, providing information about services to clients (FSG, PDS), collecting information from clients and setting goals, understanding self and others, interpersonal communication skills, the importance of client cues and prompts such as body language, tone of voice, how to create and build trust, fiduciary duty, ethical and professional conduct, legislated &#39;client best interests&#39; requirement, risk profiling vs investment behaviour, managing the ongoing relationship and conflict resolution.

Financial Planning Skills

This allows students to complete a mix of internship and elective subjects and cannot be done in conjunction with or in parallel to AFE301 Work Integrated Learning I (40CP). This subject is conducted with students participating in one of two main streams: Role-based placement in industry: In an individual student placement, a student undertakes a professional role in a financial services workplace. Students will couple the practical experience gained while on internship with critical reflection on industry practice and standards as part of their assessment. Students work in close liaison with their industry supervisor and Course Convenor throughout the placement. Project based engagement with industry: Projects are sought from a range of industry and university partners that require students to plan, execute and report on the findings of a research project. Students are involved in a structured research project with industry application under the guidance of the Course Convenor.NOTE: Enrolment in this subject is restricted. Students must have completed a minimum 130CP and have a GPA of at least 5.5. Students who meet these requirements are not automatically enrolled in the course. Recruitment processes, including interviews with industry partners, may be used to assess suitability for this subject. This is a 20 credit point subject.Incompatible: AFE301 Work Integrated Learning I (40CP).

Work Integrated Learning II

This subject facilitates student involvement in a structured Work Integrated Learning (WIL) placement or project. This subject is conducted with students participating in one of two main streams: - Role-based placement in industry: In an individual student placement, a student undertakes a professional role in a financial services workplace. Students will couple the practical experience gained while on internship with critical reflection on industry practice and standards as part of their assessment. Students work in close liaison with their industry supervisor and Course Convenor throughout the placement. - Project-based engagement with industry: Projects are sought from a range of industry and university partners that require students to plan, execute and report on the findings of a research project. Students are involved in a structured research project with industry application under the guidance of the Course Convenor.NOTE: Enrolment in this subject is restricted. Students must have completed a minimum 130CP and have a GPA of at least 5.5. Students who meet these requirements are not automatically enrolled in the course. Recruitment processes, including interviews with industry partners, may be used to assess suitability for this subject. This is a 40 credit point subject.Incompatible: AFE302 Work Integrated Learning II (20CP).

Work Integrated Learning I

A major objective of this subject is the generation of retirement planning strategies. Assessment items reflect the challenging demands of an industry which seeks to ensure all Australians enjoy a comfortable and self-funded retirement. Therefore it is expected that students are knowledgeable of technical and regulatory issues, skillful in strategic thinking and analysis and aware of contemporary issues in the superannuation and retirement context.Â 
Prerequisite: AFE122 Financial Planning 1

Superannuation and Retirement

Griffith University

Griffith University Graduate Certificate Financial planning Courses & Degrees | Open Universities Australia

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