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.
Develop financial strategies for individuals or organisations and assist clients with complex decision to protect and grow their wealth.
Evaluates company operating information and recommend strategies on tax.
Focuses on cash management, corporate finance and financial risk management within a business.
What you will 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.