Graduate Certificate in Financial Planning

SGSM Postgraduate Information Session

Our Postgraduate Information Sessions are an opportunity to find out about courses from professional and academic staff and have all your questions answered. These online sessions will give you a better understanding of course content and delivery, what to expect from postgraduate study as well as career outcomes.  

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 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 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.

The Challenge Assessment is available for the following units: Communication and Ethics in Financial Planning and Principles of Financial Planning.

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: $14,960*

Delivery: Online

This course is only available to domestic students. 

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

Postgraduate Study Information

Looking for a career change? Hoping to gain a new professional qualification that will help take your career further? Or just hoping to expand your horizons? Western’s range of diverse postgraduate degrees provide you with the opportunity to diversify your skillset in a supportive and flexible learning environment that enables you to thrive in your chosen field. 

To gain a better understanding of course content, study options, admission requirements or to simply find out more register your interest below and we will be in touch. 



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.