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.
Online Education, Distance Learning & External study modes available
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 |
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.
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.
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 |