Graduate Certificate in Business (Financial Planning)

The financial planning industry is in the midst of structural reform. Position yourself at the frontline of the financial planning with the Graduate Certificate in Business (Financial Planning), a course designed for existing advisers to meet the revised FASEA requirements.

For those currently working in the industry, and who are already a registered financial adviser on the ASIC Financial Advisers Register, it is an excellent opportunity to re-engage with your professional development and complete the following FASEA-approved units:

• Financial planning principles and regulation*
• Ethics and professional relationships*
• Behavioural client management - financial planning capstone*
• One elective unit (Business and corporations law; or Investments management).

*Bridging units

As part of QUT Business School's Triple Crown accreditation, the Graduate Certificate in Business (Financial Planning) is accredited with peak industry body the Financial Planning Education Council (part of Financial Planning Australia). As a student of this degree you will also be able to be affiliated with the FPA at no charge, gaining valuable access to career development activities and resources of the FPA.

You can find out more about the various degree pathways and education requirements by calling our Course Consultants on 1300 104 196.

Develop skills to ensure your communication is clear, ethical and professional at all times.

Understand the needs of your client and work with them to develop the best outcomes.

Use research and analysis to evaluate options and risks, ultimately determining the best outcomes.

Develop your critical thinking to analyse complex problems and determine creative solutions.

Help people manage their cash flow, retirement planning, investments, insurance, tax and estates.

Suggest and render financial services to clients based on their financial situation.

Make investments on behalf of clients under client-defined investment objectives and parameters.

Provide financial superannuation services to help people save best for their retirement.