The Graduate Certificate in Financial Planning is a fully online program designed to introduce you to postgraduate study in the financial planning sector with the option to continue into a Graduate Diploma in Financial Planning and a Master of Financial Planning.
Financial Planning at Western
You will learn the nature and process of financial planning and financial planning participants within the Australian economic, legal, social, cultural and ethical environment.
The key influences affecting the client relationship are identified along with a focus on the use of verbal and non-verbal communication skills to develop client rapport. This involves evaluating data collection and risk tolerance tools and identifying the impact of the regulatory and economic environment on stakeholders.
Other topics involve budgetary analysis, term structure, investment decisions, ethics, client goal-setting and statement of advice compliance. This provides you with the foundational knowledge essential to develop and apply comprehensive knowledge across all financial planning areas.
You will also learn how to evaluate academic literature in various business contexts so you can communicate effectively as an individual or within groups and apply ethical practices in different business contexts.
Concepts of law and its impact on business and the basic concepts of risk and return in relation to financial planning are also covered.
The Challenge Assessment
In early 2017, legislation was passed requiring financial advisers to hold a degree to practice. New financial advisers need a degree by 2019, while existing advisers need degrees by 2026. If you are eligible for our Challenge Assessment, you can also gain credit for your existing knowledge and experience, so you can fast-track your path to the full degrees you now need.
The Challenge Assessment will be available for the following subjects: Communication and Ethics in Financial Planning, Principles of Financial Planning, Investment Planning & Superannuation, Estate Planning and Funds Management & Portfolio Selection.
The Challenge Assessment is available for the following subjects: Communication and Ethics in Financial Planning and Principles of Financial Planning.
Fees and delivery
This program is only available to domestic students.
Unfortunately, student visa holders are not eligible to study this degree.
Start your unlimited journey today.
As financial planning graduate, you can look forward to career opportunities in:
- Money management
- Corporate finance
- Financial Management
As a financial planner you will be responsible for the management of finances for your clients. This includes advising on investment opportunities, superannuation advice and general financial information.
Finance Managers plan, organise, direct, control and coordinate the financial and accounting activities within organisations.
Financial Investment Adviser
Financial Investment Advisers develop financial plans for individuals and organisations and invest and manage funds on their behalf.
Apply now and start your unlimited journey.
*The tuition fees quoted above are the fees for the normal full-time study load of the program (80 credit points) per annum. International students will be subject to a variable fee regime; i.e. enrolled students will be required to pay fees during their program based on the approved fee for each calendar year. Fee changes (if any) will occur at 1 January each calendar year. Students who extend their program past the normal finish date of the program will be required to pay additional fees based on the prevailing fee level. Western Sydney University is a multi-campus institution. The University reserves the right to alter the location of its programs between campuses and other locations as necessary. Students should be aware of the possibility of change of location for the whole or part of programs for which they enrol and should plan for the need to travel between Western Sydney campuses.