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Study Graduate Certificate in Financial Planning online through Open Universities Australia. Explore all degrees, subjects and short courses now.

You’ve got industry experience; here is your solution to the education requirements now required of financial planners by the Financial Adviser Standards and Ethics Authority (FASEA). The Graduate Certificate of Financial Planning is designed to meet the FASEA bridging course requirements for existing financial advisers – approval is pending.You’ll refresh your knowledge while drawing on your own experience in investment, insurance, taxation, superannuation and estate planning. Course work will take you through the foundation skills of financial planning – analytical and creative planning and decision making.By and earning your qualification online you upskill without having to put your life on hold. You can continue to work and study at the same time.While you are studying you can become a member of the Financial Planning Association (FPA) for free to get access to a network of financial planning professionals and resources.The Graduate Certificate of Financial Planning is designed to meet the Financial Adviser Standards and Ethics Authority (FASEA) bridging course requirements for existing financial advisers – approval is pending.

Refresh your financial planning foundational skills. You’ll revisit superannuation, insurance, investments, and more. Learn to manage and strengthen your client relationships. Build trust. Reflect on ethical principles.

Graduate Certificate of Financial Planning

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

Introduction to Financial Planning

Financial Planning 1

Financial Planning

Applied Financial Planning

Business Finance

Personal Finance

Superannuation

Estate Planning

Advanced Estate Planning

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.

Learn about the financial planning industry, its regulatory and ethical requirements, and the techniques and products associated with offering personal investment and financial planning advice. This course requires you to apply various analytical techniques and skills to a range of financial issues which apply to the personal investor.  This area of finance is very dynamic in nature, with much of the evolution of the financial planning industry in Australia driven by government regulation and dis(incentives). As a result, the financial and investment applications developed in this course are based on various taxation incentives or social security exemptions currently available. Throughout your studies, you’ll learn the general principles that financial planners and investors should be aware of, rather than specific taxation/social security issues. UniSA Online’s 10-week short courses give you the flexibility to upskill in a certain area, stay current with developments in your field, diversify your knowledge, or even explore a new direction in your career – without having to commit to the time and cost of a full university degree.  Delivered 100% online, you’ll be able to study where and when it suits you. Access online academic and student support seven days a week, fit study around work and life commitments, view learning resources 24/7, and log in to the interactive online environment anywhere, any time and on any device. This is a second-year course from UniSA Online’s Financial Planning degree. Please note: you are responsible for completing any relevant prerequisite courses before enrolling in this course.Should your course have an exam it will be scheduled for Australian Central Standard Time or Australian Central Daylight Time, depending on the time of the year.

The subject Financial Planning will help you gain an understanding of how financial advisers and support staff are part of a large industry that provides necessary services to the community and contributes to Australia’s economic performance. Working through this subject should also help you understand what factors affect the various job tasks that advisers do.The financial services industry is undergoing rapid change, with new jobs being created and other jobs disappearing. The way in which financial advisers work today is very different from the way things were ten years ago. And the way in which you will work in five or ten years is expected to be very different from now. This subject is intended to help you understand these changes and to prepare you to be part of these changes.The aim of Financial Planning is to develop a strong foundation for students wishing to pursue a career in the financial services industry, as well as providing invaluable knowledge and skills in personal finance. Upon completion of this course, students should have an understanding of the regulatory framework governing the Australian financial services industry and possess basic financial planning skills in investment adviceThe `key areas&#39; that are important for the financial planning process are examined, namely: the regulatory framework; investments; managed funds; superannuation; home ownership; risk management and insurance; taxation; consumer credit; social security; estate planning.

A corporation’s accountability extends beyond financial disclosures to shareholders – it has responsibilities that are much broader than merely generating shareholder wealth. Stakeholders are groups that are affected by and can affect corporations. Sustainability Accounting and Reporting is a mechanism used by corporations to keep them accountable to stakeholders when it comes to their social and environmental impacts. In this course, you’ll cover fundamental concepts of corporate sustainability and will explore how sustainable development issues influence company accounting and reporting practices. You’ll also learn contemporary approaches and techniques to account for a company’s social, economic, and environmental impacts. UniSA Online’s 10-week short courses give you the flexibility to upskill in a certain area, stay current with developments in your field, diversify your knowledge, or even explore a new direction in your career – without having to commit to the time and cost of a full university degree.  Delivered 100% online, you’ll be able to study where and when it suits you. Access online academic and student support seven days a week, fit study around work and life commitments, view learning resources 24/7, and log in to the interactive online environment anywhere, any time and on any device. This is a third-year course from UniSA Online’s Financial Planning degree. Please note: you are responsible for completing any relevant prerequisite courses before enrolling in this course.Should your course have an exam it will be scheduled for Australian Central Standard Time or Australian Central Daylight Time, depending on the time of the year.

The purpose of this subject is to provide you with guidelines on how to communicate effectively with your clients and to ensure that you have the appropriate information from them to provide them with the best possible advice. This subject has been designed to provide you with suggested questions and formats for compliance to the current legislative requirements of “knowing your client” before you provide them with a detailed financial plan or statement of advice. The object of this subject, therefore, is to assist you to gain the skills necessary to establish a harmonious rapport with your clients that will, in turn, build a lasting relationship.

Financial Planning Skills

A comprehensive financial plan will contribute towards the quality of a person&#39;s life by reducing the uncertainty about their future needs and the resources that will be available to meet them. This subject is an introductory course examining what is involved in organising and managing an individual&#39;s financial resources, and how to protect, maximise and enjoy the benefits obtained from these resources. The financial planning industry undergoing significant change commencing from March 2004 with the implementation of the Financial Services Reform Act 2001 (FSRA).   The aim of the subject is to provide a sound understanding of the process of financial planning, together with some of the fundamental skills and knowledge that are required. In line with these objectives, each of the recognised steps in the financial planning process that have been developed by financial planners will be examined in detail, namely: gathering qualitative and quantitative data; identifying goals; identifying financial problems including: setting priorities, deciding on trade-offs and considering opportunity costs; preparing or interpreting written recommendations; implementing agreed-upon plans; and, reviewing, revising and maintaining personal financial plans. The `key areas&#39; that are important for the financial planning process are examined, namely: the regulatory framework; investments; managed funds; superannuation; home ownership; risk management and insurance; taxation; consumer credit; social security; estate planning.

Take a step-by-step approach to financial planning – one that has been tested by professionals. Learn to gather qualitative and quantitative data, identify goals, note financial problems, prepare written recommendations, maintain plans and more. 

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.

This course studies the fundamental concepts and principles in finance which serve as the bases for investment analyses and decisions. It explores the trade-off between risk and return as well as the quantitative tools that are essential to analyse this trade-off. The course is intended to provide students with a general overview of both the context and the content of Investment Planning especially as it relates to Financial Planning in Australia.

Financial Planning 2

Develop the skills required to make sound investment and financing decisions – either for yourself or for a business. You’ll cover topics such as bonds and shares, capital budgeting, cash flow and valuation, and interest rate principles. Although a significant component of the course involves working with numbers, you do not need a high level of mathematics and statistics skills. However, you are expected to be proficient with Microsoft Excel. UniSA Online’s 10-week short courses give you the flexibility to upskill in a certain area, stay current with developments in your field, diversify your knowledge, or even explore a new direction in your career – without having to commit to the time and cost of a full university degree.  Delivered 100% online, you’ll be able to study where and when it suits you. Access online academic and student support seven days a week, fit study around work and life commitments, view learning resources 24/7, and log in to the interactive online environment anywhere, any time and on any device. This is a second-year course from UniSA Online’s Financial Planning degree. Please note: you are responsible for completing any relevant prerequisite courses before enrolling in this course.Should your course have an exam it will be scheduled for Australian Central Standard Time or Australian Central Daylight Time, depending on the time of the year.

Bring your Excel skills to this course on investing. You’ll look into topics including shares, interest rates, and more. Learn to evaluate investment decisions and expand your financial planning toolkit.

Swinburne University of Technology

Griffith University

Graduate Certificate in Financial Planning Courses & Degrees | Open Universities Australia

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