Graduate Certificate in Financial Planning

Postgraduate Information Evenings

Postgraduate Information Evenings are held throughout the year, and give you the opportunity to meet academic and professional staff, and to ask questions about courses, admission, fees and more.

These evenings will help you gain a better understanding of course content, flexible learning options, what you can expect from the program and possible career paths.

The next round of Postgraduate Information Sessions are coming up in October for all schools.

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 qualifications by 2024. 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 qualifications you now need.

The Challenge Assessment will be available for the following units: Communication and Ethics in Financial Planning, Principles of Financial Planning, Investment Planning & Superannuation, Estate Planning and Funds Management & Portfolio Selection.

Students are able to undertake two Challenge Assessments in the Graduate Certificate, two in the Graduate Diploma and two in the Masters, meaning you can complete your Graduate Diploma in only two quarters.

Course structure

Our course structure is outlined in our handbook. Here you can view all of the units (subjects) you will be studying.

Fees and delivery

Fees: $12,000*

Delivery: Online

This course is only available to domestic students. 

Unfortunately, student visa holders are not eligible to study this degree. 

 

 

Start your unlimited journey today.

"I like to learn and I’m always studying, and this course definitely added to and enhanced my knowledge base."

— Craig Keary, Master of Financial Planning

Apply now and start your unlimited journey.

The tuition fees quoted above are the fees for the normal full-time study load of the course (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 course 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 course past the normal finish date of the course 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 courses between campuses and other locations as necessary. Students should be aware of the possibility of change of location for the whole or part of courses for which they enrol and should plan for the need to travel between Western Sydney campuses.