Graduate Certificate in Financial Planning

This program 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.

Graduate Certificate in Financial Planning


Full Time: 6 Months (Available Part Time)

Next Start Date

02 April 2024

24 June 2024

16 September 2024

06 January 2025

Closing Date

Online UAC 950147
Domestic Student Fees

Indicative annual fee from $11,885

Additional Information

Program Code: 2795

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.


Open Day is a great opportunity to discover all that Western has to offer.

Explore course options, meet academics and find out about our pathway options on Sunday, 30 June 2024.

Register now to join us. We can't wait to see you at Open Day 2024!

Female student on campus outdoors with a black top

The School of Business has been awarded AACSB (Association to Advance Collegiate Schools of Business) accreditation for its excellence in business education.

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.

What you can expect to study

The program structure is outlined in our handbook. Here you can view all of the subjects you will be studying.

Career Opportunities

As a graduate of this degree, you can look forward to a broad range of exciting career opportunities in different sectors and industries. Below are some examples of the possible careers you can pursue with this degree:

  • Investment
  • Money management
  • Corporate finance
  • Financial management
B Psychological and Social Sciences

Entry requirements for domestic students

Please consult the handbook for more information regarding entry requirements for this course.

You can read more about special requirements here.

B Psychological and Social Sciences

Entry requirements for international students

**Please note, if this course lists a part-time option, this is not available to International Students on a Student Visa.

Please consult the handbook for more information regarding entry requirements for this course.

You can read more about international academic entry requirements here.

Indicative annual fee

PG Direct

Apply as a Domestic Student

If you are a domestic student, you can apply through our Western Application system which is free of charge.

Domestic students are:

  • Australian Citizens
  • New Zealand Citizens
  • Australian permanent residents
  • Australian permanent humanitarian visa holders


Western Sydney University recognises and rewards students who demonstrate community engagement, outstanding academic ability and superior leadership skills. Donor-funded scholarships are also available, providing support for students based on both academic achievements and equity considerations. There are also scholarships available for specific degrees. 

No application
Generic PG Dom Only

Want to know more?

We're here to provide clarity.

If you're uncertain about your study journey, enquire about our program today and gain the confidence to move forward.

Australian students
1300 668 370

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Kingswood campus


Graduate Certificate in Applied Finance

Full Time: 6 Months (Available Part Time)*

Master of Applied Finance

Full Time: 2 Years (Available Part Time)*

Master of Finance

Full Time: 1.5 Years (Available Part Time)*

The tuition fees quoted above are the fees for the normal full-time study load of the program (40 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.