Updating Results

Swinburne University of Technology

  • 23% international / 77% domestic

Graduate Certificate of Financial Planning

  • Graduate Certificate

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).

Key details

Degree Type
Graduate Certificate
Duration
6 months full-time
Study Mode
Online
Intake Months
Mar, Jul, Nov

About this course

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.

Entry requirements

OR

  • A recognised bachelor degree in any discipline PLUS a minimum of two years equivalent full-time relevant professional experience

OR

  • A minimum of three years equivalent full-time relevant professional experience.

If you are applying as an international student, please view the English Language Requirements.

Study locations

Off-Campus

Online

What you will learn

Professional Knowledge

Draw from your comprehensive knowledge of financial systems and relevant regulations to help clients achieve their financial goals.

Communication

Communicate proficiently with clients, gather and interpret appropriate data and use advanced tools and practices to produce a financial plan.

Critical Thinking

Apply coherent and advanced knowledge of financial planning and business concepts in diverse contexts and applications using critical thinking.

Career pathways

Financial Planner

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.

Tax Analyst

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.

Treasury roles

Focuses on cash management, corporate finance and financial risk management within a business.

Graduate outcomes

Graduate satisfaction and employment outcomes for Business & Management courses at Swinburne University of Technology.
85.5%
Overall satisfaction
81.7%
Skill scale
74%
Teaching scale
87.6%
Employed full-time
$100k
Average salary