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 year full-time; 2 years part-time |
|Availability/Campus Contact || Domestic - BNE; GDC; MEL; SYD; External |
International - BNE; GDC; MEL; SYD; External
|Courses/Units of Credit ||6 courses/48 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.
Students should consult the Financial Planning Association of Australia (FPA) regarding accreditation and membership enquiries.
|Residential School || |
|Practicum/Work placement || |
|Exit Awards || Graduate Certificate in Financial Planning |
|Interim Awards || not applicable |
|Post Nominal ||GradDipFinPlan |
|Be What You Want To Be ||Phone: 13CQUni (132786); Enquire: Admissions |
|CRICOS Codes || 072632E - QLD / 072775A - VIC / 072909C - NSW |
This program provides the building blocks for a career in financial planning. It covers the specific areas of financial planning and brings these together in the construction of a personal financial plan. The courses taken through the graduate diploma are integrated to provide a set of analytical and strategic skills, allowing gradutes to identify problems and opportunities in organisations to develop relevant solutions. The program is designed to meet the Australian Securities and Investment Commission's RG146 training requirements. For more information or enquiries concerning specific RG146 training requirements 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 6 core financial planning courses (48 credit points).
6 Core Financial Planning Courses
|Course Code ||Course Name |
| FINC20011 || Financial Planning Fundamentals |
| FINC20012 || Taxation Planning and Estate Planning |
| FINC20013 || Retirement Planning & Superannuation |
| FINC20014 || Risk Management and Insurance Planning |
| FINC20015 || Financial Plan Development |
| FINC20016 || Principles of Investment Planning |