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CB62 - Graduate Certificate in Financial Planning

About Financial Planning

With the growing complexity in financial markets, changes in superannuation laws and the growing need of the individual to maintain their chosen lifestyle, the need for expert knowledge in planning individuals' financial wealth has increased. Currently there are just over 18,000 financial advisors in Australia working for 749 advisory groups operating over 8,000 practices. Career opportunities can be found with medium to large sized ‘dealer groups' that often operate like a franchise, institutional-owned financial advisor firms with employed advisors, and as an independent financial planner who may have their own licence or work with a licensee.

Study Mode

Online Education, Distance Learning & External study modes available

Career Opportunities

Financial Planner, Financial Advisor, Paraplanner, Financial Services, Fund management, Financial Dealers, Brokers, Traders.

Course Overview At A Glance

Program at a glance
Duration 1 term full-time; 1 year part-time 
Availability/Campus Contact Domestic - BNE; GDC; MEL; SYD; External
International - BNE; GDC; MEL; SYD; External
Courses/Units of Credit 3 courses/24 units of credit
Faculty Arts, Business, Informatics & Education
How to Apply

direct to the University - ONLINE

Entry Requirements Please see More Details for Entry Requirements
Professional Accreditation

Australian Securities and Investment Commission (ASIC) - RG146 compliance - specific specialist areas

Please note, students who require full RG146 compliance will also need to complete the unit FINC20015 as a non-award unit in order to show evidence of skills assessment.

Students should consult the Financial Planning Association of Australia (FPA) regarding accreditation and membership enquiries.

Residential School Not applicable
Practicum/Work placement Not applicable
Exit Awards not applicable
Interim Awards not applicable
Post Nominal GradCertFinPlan 
Be What You Want To Be Phone: 13CQUni (132786); Enquire: Admissions
CRICOS Codes 072633D - QLD / 072774B - VIC / 072908D - NSW

Program Aims

This program provides the building blocks for a career in financial planning. It covers specific knowledge areas of financial planning.  The courses taken are integrated to provide a set of analytical and strategic skills. For more information or enquiries concerning specific training requirements for RG146 refer to the Australian Securities and Investment Commission (ASIC) website: http://www.asic.gov.au/fstraining#register.

Program Structure

To satisfy the requirements for the award, students must complete 3 courses (24 credit points) comprising:

  • 1 core course
  • 2 financial planning specialist courses from those provided.

Courses Offered

1 Core Financial Planning Course
Course Code Course Name
FINC20011 Financial Planning Fundamentals
Any 2 of the following courses:
Course Code Course Name
FINC20012 Taxation Planning and Estate Planning
FINC20013 Retirement Planning & Superannuation
FINC20014 Risk Management and Insurance Planning
FINC20016 Principles of Investment Planning

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