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Graduate Certificate in Financial Planning

Graduation requirements

To graduate students must satisfactorily complete 32 points (four subjects).

Study Mode

Online Education, Distance Learning & External study modes available

What is this course about?

CSU's Graduate Certificate in Financial Planning course prepares students to operate efficiently in a variety of relevant positions and develop the skills necessary to their role as financial planning professionals.

The Graduate Certificate in Financial Planning provides students with the opportunities to obtain the educational and competency skills necessary to operate as leading financial planning professionals for the 21st Century. As this industry expands rapidly the knowledge and skill levels required to be successful financial planners is expected to expand significantly.

The program is delivered by distance education. Students completing the course can elect to continue their studies by enrolling in the Master of Applied Finance.

Professional recognition

Completion of subjects in the Graduate Certificate allow students eligibility for RG146 compliance with ASIC.

Course structure

The Graduate Certificate comprises four (4) subjects: one (1) core subject and three (3) restricted electives. All subjects are of eight point value for a total course value of 32 points.

Core subject

FIN560 Introduction to Financial Planning

Restricted elective

chosen from the following:
FIN562 Risk Management and Insurance
LAW545 Taxation Strategies
FIN563 Estate Planning
FIN564 Superannuation and Retirement Planning
FIN567 Property Investment

Enrolment pattern

There is no single prescribed enrolment pattern. The course is designed to enable 3 intakes per year and variations in student workload (many students prefer to study 1 subject per session).  

The following advisory study sequence is provided to students to assist their course planning.

Session 1 

FIN560 Introduction to Financial Planning
Restricted elective 1

Session 2

Restricted Elective 2
Restricted Elective 3

Articulation agreements

An Institutional Articulation Agreement exists with The Flowers Institute an industry partner involved in the development of the course. Responsibility for subject development and intellectual property rights will be equally divided between CSU and TFI.

Professional recognition

The Master of Financial Planning has been registered on the ASIC Training Register. The Graduate Certificiate and Graduate Diploma courses will be registered following approval of the revised FIN560 subject as the modifications to this subject impact upon the nature of recognition accorded by ASIC on its register. In addition professional recognition is under negotiation with the Financial Planning Association of Australia. The FPA are currently in the process of changing their requirements.

At a glance

Study Mode

Distance education

Where

Bathurst

When

Session 1; Session 2; Session 3

Level

Postgraduate

Duration

1 year by distance education

International?

YES

Indicative ATAR

N/A

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