Graduate Certificate of Financial Planning
Update and affirm your financial planning knowledge
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.
Australian Higher Education Loan Program (HELP)
- 12 Nov 23
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What you'll learn
Draw from your comprehensive knowledge of financial systems and relevant regulations to help clients achieve their financial goals.
Communicate proficiently with clients, gather and interpret appropriate data and use advanced tools and practices to produce a financial plan.
Apply coherent and advanced knowledge of financial planning and business concepts in diverse contexts and applications using critical thinking.
Assist individuals and companies to reach their long-term financial goals. Provide expert advice on investing, retirement planning, superannuation and other key financial aspects of people's lives.
Help individuals and organisations prepare their tax returns, with tax planning and tax accounting. With your expert tax law knowledge, you'll be essential during the end-of-financial-year.
Focuses on cash management, corporate finance and financial risk management within a business.
The Graduate Certificate of Financial Planning is designed to meet the FASEA bridging course requirements for existing financial advisers – approval is pending.
A recognised bachelor degree in a related discipline
A recognised bachelor degree in any discipline PLUS a minimum of two years equivalent full-time relevant professional experience
Work and Life
A minimum of three years equivalent full-time relevant professional experience.
Credit for previous study or work
Recognition of Prior Learning (RPL) allows students to gain credit (advanced standing) towards their course in recognition of skills and knowledge gained through work experience, life experience and/or formal training. Applicants are assessed on a case-by-case basis. Speak to a Course Consultant about applying for RPL.
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.
Degree structure details
Recommended Study Pattern
Elements of Financial Planning and Regulation (FIN60010)
Behavioural Finance and Investment (FIN60011)
Corporations and Contract Law (LAW60003)
Ethics and Client Management (FIN60012)
Taxation Principles and Planning (ACC80012)
To qualify for the award of Graduate Certificate of Financial Planning students must complete 50 credit points comprising:
- 4 core units