For those new to financial planning including career changers or non-degree holders, the Graduate Certificate in Financial Planning (Pathway 1) provides the foundation level of knowledge and skills required by modern financial advisors to start and progress their career. This includes the practice and theory of financial planning including financial markets, risk management and taxation. This program articulates into the Master of Financial Planning.

For experienced advisers holding a related degree, the Graduate Certificate in Financial Planning (Pathway 2) provides an opportunity to meet the new regulatory requirements and advance knowledge in areas such as finance, leadership, consumer behaviour and more. A choice of electives is packaged with the Financial Adviser Standards and Ethics Authority (FASEA) bridging courses into a program of study.

PROFESSIONAL RECOGNITION

Graduates may be eligible for membership with the following professional bodies:

• Financial Planning Association of Australia (FPA)
• Association of Financial Advisers (AFA)
• Self Managed Super Fund (SMSF) Association

Upon completion of the program, career opportunities exist in the financial services industry (namely, banks, funds management and financial planning companies) in various roles including client services officers, business development, client administration officers and trainee para-planners.