Graduate Certificate
Financial planning is a critical component of managing your financial resources. If you don't come from a financial background, this course gives you a good introductory understanding of financial planning as a discipline, and qualifies you for a career as a financial planner. It also serves as a pathway into our Graduate Diploma in Financial Planning, or the Master of Financial Planning.
Broaden your knowledge in a range of core financial areas, including superannuation and retirement planning. You'll be immersed in our engaging lectures and online learning activities, will join in on simulations, seminars, presentations, and learn to prepare formal advice proposals.
Three of the four subjects you'll study are bridging subjects specified by the Financial Planning Standards and Ethics Agency, for graduates of financial planning courses who need further postgraduate subjects to meet the standards for registration.
Note: This is also an exit option if you are enrolled in the Graduate Diploma in Financial Planning, Master of Financial Planning, or the Master of Financial Planning (CPA Australia Extension)
The entry requirements for this program are:
if you do not meet the above entry requirements for the Graduate Certificate you may be considered if you have a minimum of 5 years full-time equivalent work experience. Applicants will be required to submit a curriculum vitae (CV).
As a financial services professional, you can work for a broad range of organisations that deal with the management of money, including banks, credit card companies, insurance companies, consumer finance companies, stock brokerages and investment funds.
Careers exist in finance and financial planning services in wholesale and retail sectors, including superannuation, mortgage and finance broking, insurance, funds management and retirement planning.
Typical roles include:
The course provides three bridging courses required by FASEA to meet education requirements for existing advisers with relevant degrees without needing to complete the full Graduate Diploma in Financial Planning. Those without relevant degrees could complete the Graduate Diploma in Financial Planning by undertaking four more subjects.