100% Online

Graduate Certificate of Financial Planning

Are you ready to be at the forefront of industry change and expertly inform your clients’ financial choices for the best?

Postgraduate

Qualification

6 months full-time

Duration

Mar, Jul, Nov

Start Date

4

Units

100% Online

Learning Mode

$13,300*

Fees

‘The flexibility to study at my own pace and my own time was perfect and allowed me to finish my degree in around 3 years, using every [teaching period] I could.’

Jacob, Swinburne Online graduate

8.2% ▴

As a Financial Planner, you’ll have a strong future ahead of you, with an 8.2% increase expected in the next five years.  

Our business faculty has received a five-star rating for learning engagement, student support and skills development.

‘The flexibility to study at my own pace and my own time was perfect and allowed me to finish my degree in around 3 years, using every [teaching period] I could.’

Jacob, Swinburne Online graduate

8.2% ▴

As a Financial Planner, you’ll have a strong future ahead of you, with an 8.2% increase expected in the next five years.  

Our business faculty has received a five-star rating for learning engagement, student support and skills development.

Are you ready to be at the forefront of industry change?

Have you got previous industry experience? Swinburne Online has 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. Your coursework 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 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) by bridging course requirements for existing financial advisers.

What will you 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.

Want to learn more? Get your course guide

Flexible study

What does flexible study mean for me?

Studying at Swinburne Online gives you the freedom to study how it suits you. Decide when and where it fits in with your life and tailor your study journey to your own needs. Get a world-class degree without giving up what’s important.

Flexible study at Swinburne Online

Set a study pace that work with what’s going on in your life. If you’re unsure about how much you can commit to, we can offer part-time options and the option of increasing your unit load as your progress. Interested in fast-tracking your studies? You also have the opportunity to complete up to 12 units per year.

You don’t have to put your life on hold to study. Prioritise what matters to you and fit study around family, work and personal commitments through a course that is flexibly designed for online learners.

Start when it suits. Swinburne Online offers multiple intake dates and flexible unit availability, so you can choose when you begin your studies or if you need to take a break.

Flexible study requires flexible support. As a Swinburne Online student, you’ll have support for extended hours, 7 days a week, with Student Advisors available to help with anything from tech support to research advice and dedicated online tutors in each of your units.

Structure

Your course structure

The Graduate Certificate of Financial Planning consists of four units.

Your course typically takes six months of full-time study to complete, with part-time options also available. Your units will both introduce you to the fundamentals of financial planning and best practice techniques for an ever-changing industry.

Why study a degree in financial planning with Swinburne Online? Our courses are at the forefront of industry and provide you with the practical skills to success come graduation. View all units in this graduate certificate.

View All Units

How you'll learn

Learning designed for online

Your study journey with Swinburne Online is tailored to the digital space. You’ll study in a dynamic virtual classroom environment, interact with your peers in the custom-built social platform, and receive support at the times you need it from advisors who understand studying online.

Your online study journey

You’ll complete each of your units in Canvas, your online classroom, and be guided through coursework by an online tutor with real-world experience in your field of study. Canvas is where you’ll access classes, assignments and discussion boards with your peers.

The Student Hub is your online campus, where you’ll access the support and resources to assist you throughout your study journey. From managing your course to technical support and library resources, you’ll find it all in one easy location.

Swinburne Online will be there for you each step of the way. From enrolment through to graduation, we offer extended, flexible support in each of your units and advisors to assist with anything from technical support to referencing and assignment tips.

Entry requirements

To gain entry into the Gradate Certificate of Financial Planning, you will need:

  • A recognised bachelor degree in a related discipline; 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.

Fees

The estimated fee for this course is $13,300*.

Commonwealth provided loans are available to assist eligible students to pay their course fees and there are a range of university, government and privately funded scholarships and prizes.

Discover more information about HELP loans.

Course fees may change without notice and will be affected by a student’s unit selection and any credit awarded in recognition of previous academic experience.

This course is offered to domestic and offshore international students. Depending on your citizenship, you may be eligible for a Commonwealth Supported Place.

Domestic students also contribute to student services and amenities via an annual fee.

Scholarships are available for both commencing and current students. You may be eligible for Swinburne Scholarships.

Career Outcomes

Swinburne Online connection to industry

Your Graduate Certificate of Financial Planning will provide you with the knowledge and expertise to help people and organisations realise their financial goals. Your coursework will also help you specialise in a particular area of interest through a range of diverse and practical experiences. This course also serves as a pathway into the Graduate Diploma of Financial Planning.

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.

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.

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

Accreditations

The Graduate Certificate of Financial Planning is professionally accredited by the Advance Collegiate Schools of Business (AACSB).

Testimonial

‘The main benefits of online study are balance, time management and convenience. If I’m working late or if I’m interstate I just have to power up the computer and start studying.’

Cassandra

Swinburne Online graduate

FAQs
What are other students asking?
A.
For students undertaking a degree, most of your learning materials are included with a free license provided to you by Swinburne Online. However, in some cases, you will be notified via your student email that you will need to buy specific software or eTexts. For TAFE Business students, all of your learning materials will be available online and are covered by your course fees. You won’t need to purchase any further materials.
A.
When you enrol to study a degree with us, you will nominate how many units you would like to select per teaching period, based on a recommendation from one of our Course Consultants. From here, our enrolments team will allocate you automatically to the units they feel will be best suited to your needs, so you don’t need to worry about choosing units. If you want to choose something different than what you are allocated to, that is no problem, just get in touch with our Student Advisors and they will take care of it for you.
A.
You won’t normally have to be online at a specific time. Your course material is available for you from the beginning of each teaching period and you can work through it in the hours that suit you. There are some live webinar sessions that run approximately once a month. These are a special opportunity for students to sign in at the same time as their tutors, normally before an assessment deadline. It gives you the chance to ask any questions relating to the assignment in real time and hear other student’s questions and thoughts. We understand that students won’t always be able to make these sessions, so they can be replayed the next day.

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