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TAFE

TAFE

TAFE

TAFE

Apply Today Download Brochure

100% Online Course

Graduate Certificate of Financial Planning

  • Qualification

    Postgraduate

  • Duration

    6 months full time or part time equivalent

  • Units

    4

  • Start Date

    Mar, Jul, Nov

Overview of the course

Overview of the 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.

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What are the entry criteria?

  • 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.

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

Course Units

Elements of Financial Planning and Regulation (FIN60010)
Behavioural Finance and Investment (FIN60011)
Corporations and Contract Law (LAW60003)
Ethics and Client Management (FIN60012)
Taxation Principles and Planning (ACC80012)

Career opportunities

Career opportunities

  • 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.

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Learning outcomes

Learning outcomes

  • 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.

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Chart a path towards your dream career

92% of Swinburne Online students are confident that online study will improve their employment outcomes*. Bolster your resume and gain the confidence to pursue your dream career – study online today.

 

*Swinburne Online’s Your Study Journey Survey, 2021

Course learning outcomes

On successful completion of this Course students will be able to:

  • Apply coherent and advanced knowledge of financial planning and business concepts in diverse contexts and applications using critical thinking
  • Apply problem solving, design and decision making methodologies to identify and provide innovative solutions to complex problems with intellectual independence
  • Communicate proficiently with clients, gather and interpret appropriate data and use advanced tools and practices to produce a financial plan
  • Demonstrate integrity, ethical conduct, accountability, respect and a broad awareness of the professional code of conduct and cultural norms

Course rules

To qualify for the award of Graduate Certificate of Financial Planning students must complete 50 credit points comprising of:

  • Three core units (37.5 cp)
  • One option unit (12.5 cp)*

*Applicants may be eligible for Tax Practitioners Board compliance by undertaking ACC80012 subject to meeting the Professional Body’s requirements.

On successful completion of the Graduate Certificate of Financial Planning, students may progress to the Graduate Diploma of Financial Planning or Master of Financial Planning and will be given full credit for the units completed

Volume of Learning
The Graduate Certificate of Financial Planning consists of a total of 4 units (50 credit points). Units normally carry 12.5 credit points (cps). In each standard teaching period, four (4) units normally constitute a full-time load of 50 credit points and two (2) units normally constitute a part-time load of 25 credit points

Maximum Academic Credit
The maximum level of credit that can be granted for the Graduate Certificate of Financial Planning is 25 credit points (normally two units)

Research Statement
NA

Apply Today for a Graduate Certificate of Financial Planning Course

Start your application online or speak to a Course Consultant on 1300 069 765.

Apply Today

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Support for your studies

  •

    Experience better education

    When you study with Swinburne Online, you'll benefit from high-quality learning materials that are designed for online.

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  • How online study works

    At Swinburne Online, we're here for you every step of the way. Explore the online higher education student journey from enrolment to graduation.

    Explore your study journey

  • Support services

    Not only do we have the right tools and support teams to help you – we have people who care about your success.

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Frequently asked questions

Frequently asked questions

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  • Do I have to purchase learning materials?

    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.

  • Which units should I start with?

    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.

  • Do I need to be logged on to study at specific times?

    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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