Business

Graduate Certificate in Business (Financial Planning)

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Course brochure

Find out more about this course in our detailed PDF course brochure.

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Apply now Brochure

Course brochure

Find out more about this course in our detailed PDF course brochure.

* Indicates required fields

Download Brochure

Position yourself at the front line of the financial planning industry

The financial planning industry is in the midst of structural reform. Position yourself at the frontline of the financial planning with the Graduate Certificate in Business (Financial Planning), a course designed for existing advisers to meet the revised FASEA requirements.

For those currently working in the industry, and who are already a registered financial adviser on the ASIC Financial Advisers Register, it is an excellent opportunity to re-engage with your professional development and complete the following FASEA-approved units:

  • Financial planning principles and regulation*
  • Ethics and professional relationships*
  • Behavioural client management – financial planning capstone*
  • One elective unit (Business and corporations law; or Investments management).

*Bridging units

As part of QUT Business School’s Triple Crown accreditation, the Graduate Certificate in Business (Financial Planning) is accredited with peak industry body the Financial Planning Education Council (part of Financial Planning Australia). As a student of this degree you will also be able to be affiliated with the FPA at no charge, gaining valuable access to career development activities and resources of the FPA.

You can find out more about the various degree pathways and education requirements by calling our Course Consultants on 1300 104 196.

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Entry criteria

You can gain entry into the Graduate Certificate in Business (Financial Planning) with the following:

  • Current registration as a financial adviser on the ASIC Financial Advisers register

Plus

  • A completed recognised bachelor degree (or higher qualification) in any discipline

Or

  • A completed recognised diploma in any discipline and at least six years full-time (or equivalent) professional work experience

Or

  • At least seven years full-time (or equivalent) professional work experience.

This course is for existing financial advisers. It is not available to international students.

Talk to a Course Consultant

Course Consultants can provide more information about your specific qualifications or experience.

Call us on 1300 104 196

Or you can contact us online and make an enquiry today.

Looking to upskill your team? Find out how QUT Online can bring top-tier expertise and industry knowledge to your organisation by educating your workforce.

What you will learn

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Communication

Develop skills to ensure your communication is clear, ethical and professional at all times.

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Collaboration

Understand the needs of your client and work with them to develop the best outcomes.

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Decision making

Use research and analysis to evaluate options and risks, ultimately determining the best outcomes.

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Problem solving

Develop your critical thinking to analyse complex problems and determine creative solutions.

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Course units

Core

Financial Planning Principles and Regulation

Ethics and Professional Relationships

Behavioural Client Management – Financial Planning (Capstone)
Electives (choose 1)

Investments Management

Business and Corporations Law

Support

Our dedicated support team are here to help you when you need it. They are available online or over the phone seven days a week to answer all your questions. They are here to help with everything from technical support to academic questions. QUT Online has the tools and people to make your postgraduate study achievable and enjoyable.

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Career opportunities

Financial Planner

Help people manage their cash flow, retirement planning, investments, insurance, tax and estates.

Financial Adviser

Suggest and render financial services to clients based on their financial situation.

Investment Manager

Make investments on behalf of clients under client-defined investment objectives and parameters.

Superannuation Adviser

Provide financial superannuation services to help people save best for their retirement.

Learning at QUT Online

A unique opportunity

Whether you’re advancing or changing your career, studying online is the flexible way to achieve your goal, allowing you to log on and learn when it suits.

Your network

We are ranked in the top 50 universities in the world for employer-student connections. And when you study with us, our connections become your connections.

Learning that suits you best

Fit study into your life, when it suits you. If you study on your lunch break, or after your kids are in bed, you can access everything you need, wherever you are.

Other courses you may be interested in

Ready to apply?

Apply online by filling out our application form or speak to a Course Consultant on 1300 104 196

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