Introduction to Financial planning
Are you a natural planner with a talent for numbers and a passion for helping people? Channel your focus into a financial planning career and drive individuals, businesses or major organisations towards financially sound decisions.
Take the leap with a course in financial planning through Open Universities Australia. We’re here to help you find and enrol in courses that are delivered online by leading Australian universities.
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Online financial planning degrees
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Financial planning study FAQs
If you’re able to make people feel comfortable during challenging conversations, a financial planning course could be the career path for you. In addition to mathematics, data and listening skills, those who thrive in team settings or get a thrill out of helping others achieve their goals may find fulfilment in this corner of finance.
You won’t be alone in joining the financial planning community. Labour Market Insights data indicates that the industry has grown strongly over the last 5 years and is expected to continue, with 68,800 financial planners and advisors likely to be employed by 2026.
Already working full-time or otherwise committed? Take advantage of the flexibility and availability of online finance courses in Australia through Open Universities Australia. It’s hard to go back to the classroom after experiencing the freedom of studying your way.
Generally, it takes 3 to 5 years to become a financial planner, depending on the pace at which you study.
Aspiring financial planners must complete a 2-year advanced diploma or 3-year bachelor degree, as per Australian Securities and Investments Commission (ASIC) guidelines. You can choose from a range of degrees, as a general business course or accounting qualification both meet the Certified Financial Planner minimum criteria, provided you've listed financial planning as a major.
Once you’re qualified, you'll be required to complete a year of professional experience under a licensed financial planner to meet ASIC requirements.
Here at Open Universities Australia, we make enrolling online as straightforward as possible. To get started, find the course for you by browsing the options on this page. You can also compare different qualifications using our handy comparison tool, or request help from one of our student advisors.
When you’ve made your choice, click ‘Apply now’ on the relevant course page and follow the prompts to begin your enrolment. We’ll ask you to supply some supporting documentation, including proof of your identity, your tax file number, and a unique student identifier (USI) during this process.
Your university will get in touch with you via email to confirm whether or not your application has been successful.
If you get stuck at any time, reach out to us and we’ll talk you through it.
You can also take a look at our online self-service enrolling instructions.
Before starting an enrolment, it’s important to read the entry requirements for your chosen course to ensure that you’re eligible to apply. If you don’t quite meet the requirements, we can help you find a pathway into your course through open-entry subjects, which anyone can study. Chat with us to find out more.
There are a lot of reasons to study your course online through us.
- You can enrol without entry requirements
We have a unique open-door policy that makes it possible for everyone to enrol in university study, no matter their academic history. If you don’t meet the entry requirements for a degree, we’ll help you get in through single undergraduate subjects and transition into a qualification from there.
- You have total control over how you study
Upskill without committing to a whole degree upfront. Or enrol in a full degree, but take it a subject at a time. We’ll introduce you to flexible study options you didn’t even know about, so you can fit uni around what matters to you.
- You’ll graduate with the same qualification as an on-campus student
Once you enrol through us, you’ll study online with the university that provides your degree. This means that when you complete your qualification, you’ll graduate with the same degree as on-campus students.
- We’ll help you navigate the university world
Our friendly student advisors will be your guide every step of the enrolment journey. They'll help you compare universities, choose a course, provide documentation and understand your finance options.
- You can enrol without entry requirements
What you'll learn in a financial planning course
Whether you’re new to financial planning or come from a strong background in the space, studying a financial planner course can help you take the next step in a rewarding career.
As an undergraduate student, you’ll explore the foundations of business and finance, so you can understand clients' financial goals and then research the best ways to get them there. As a postgraduate student, you’ll build on this knowledge at a more advanced level, which can give you the experience you need to meet new regulatory requirements or progress to a management role.
Get ready to develop your skills in areas such as:
- personal financial planning
- risk management and insurance
- Australian tax law
- investment planning
- insurance planning
- superannuation and retirement planning.
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We’re here to guide you to the right uni course
Open Universities Australia is a not-for-profit organisation helping every Australian to access thousands of university courses.
Over 497,000 students have enrolled in university through us since 1993.
Why study through us? Students say it best.
We’re here to support your studies from enrolment to completion 7 days a week.
How we can help you
Studying through Open Universities Australia means we take care of the guesswork and administration of university study, so you can focus on learning.
You don't need a strong academic history to go to uni
We make it possible for everyone to start university through single subjects, regardless of ATAR or study experience. These subjects are covered by government loans, and can be used to upskill or gain entry into a qualification.
You have the flexibility to start at multiple points during the year
We’re not restricted by a traditional academic calendar, so you can enrol when it suits your life. You also have total control over how you study. You can scale up (or down) your study load and even pause your course if you need to.
You can rely on us as an unbiased destination for online tertiary education
As a not for profit, we have your best interests at heart. Our advisors are here 7 days a week to guide and support you. It’s our priority to get you qualified with the university of your choice.
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We're here to guide you every step of the way with expert advice on:
- Choosing a course that suits you best
- Enrolling, and planning your studies
- Understanding your funding options
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We'll be in touch to answer your questions, usually within 30 minutes during business hours.