Swinburne University of Technology
Graduate Certificate in Financial Planning
Nationally Recognised Higher EducationThe Graduate Certificate of Financial Planning [Online delivery] is designed for students who wish to obtain a sound introduction into concepts and procedures in Financial Planning. Ethical conduct is a key focus of new Financial Adviser Standards and Ethics Authority (FASEA) regulations; this course features a unit of study that focuses on ethical conduct within the industry.
Delivery mode
Swinburne University of Technology offers this course through the following delivery modes:
Online
Set your own study schedule and balance study with your other commitments.
Entry requirements
Domestic Students
- There are no mandated entry requirements.
Qualifications
- A recognised bachelor degree in a related discipline; or
- A recognised bachelor degree in any discipline, plus a minimum of 2 years equivalent full-time relevant professional experience*; or
- A minimum of 3 years equivalent full-time relevant professional experience* as a Financial Planner
*Relevant professional/managerial experience and evidence of academic capability will be determined by the Faculty PVC (or delegate) with reference to faculty-determined guiding principles. Applicants will be required to submit a curriculum vitae (CV) with their application.
Documents substantiating relevant experience are required, clearly detailing roles and duration and evidence of formal and non-formal learning. Where relevant experience is used for the basis of admission, no further recognition for prior learning/credit can be granted on that basis.
Additional requirements may apply.Course fees
For more information about this course and payment options please enquire now.
Career opportunities
The Graduate Certificate in Financial Planning will prepare you for the following roles.
Financial Advisor
A Financial Advisor develops strategies to help clients reach their financial goals. You might work with individual clients, small businesses or la...
Financial Planner
A Financial Planner offers professional advice to clients on how they might reach their financial goals. You might make recommendations based on yo...
Investment Advisor
An Investment Advisor provides clients with advice on investment opportunities and services. You’ll discuss customers’ financial goals and determin...
Investment Analyst
An Investment Analyst evaluates financial data and trends to provide investment recommendations. You might work in financial institutions, investme...
Risk Advisor
A Risk Advisor provides expert guidance on identifying, assessing, and mitigating risks that could impact an organisation's operations and objectiv...
Wealth Manager
A Wealth Manager provides tailored financial advice to clients, helping them manage and grow their wealth. You might work in financial institutions...
About Swinburne University of Technology
Swinburne University of Technology helps you reach your study and career goals through a wide range of courses and pathways. You’ll receive individual attention and attend small, manageable classes. You’ll enjoy an exciting and dynamic experience, whether studying at our modern campuses, in the workplace or online.
