Graduate Certificate in Financial Planning
Central Queensland University
About
In this course you will develop the capacity to identify, analyse and resolve general problems relating to professional practice in Financial Planning.
The course is designed for current financial planners seeking greater depth of knowledge in foundation and applied areas of Financial Planning.
The course contains considerable flexibility and may be configured to include the three "bridging units" required for practice in Financial Planning.
The course is orientated to the educational standards required in the industry.
Upon graduation you will be able to enrol with advanced standing into the Graduate Diploma of Financial Planning or the Master of Financial Planning.
Structure
Course Structure
--> In order to complete this course, you must:
- Complete the core structure
Core Structure
--> View Full Course Structure -->| column1 | column2 |
|---|---|
| Number of units: 4 | Total credit points: 24 |
Students who enrol in order to complete the bridging and capstone units must complete FINC20029, Financial Advice and Corporations Law, FINC20030, Behavioural Finance, FINC20031, Ethical Financial Planning Practice and FINC20024, Professional Advice Project. Students wishing to pursue these units should contact a Student Advisor or the Head of Course before finalising their enrolment.
| column1 | ||
|---|---|---|
| Available units | ||
| Students must complete 2 from the following units: | ||
| --> FINC20029 | Financial Advice and Corporations Law | --> |
| --> FINC20026 | Superannuation and Wealth Planning | --> |
| --> LAWS20060 | Taxation Law of Australia | --> |
| --> FINC20028 | Risk Management and Insurance | --> |
| --> FINC20027 | Retirement and Estate Planning | --> |
| --> FINC20024 | Professional Advice Project | --> |
| column1 | ||
|---|---|---|
| Available units | ||
| Students must complete the following compulsory units: | ||
| --> FINC20030 | Behavioural Finance | --> |
| --> FINC20031 | Ethical Financial Planning Practice | --> |
Entry requirements
What do I need to start?
Entry Scores
Entry Requirements
To be eligible for entry into this course, applicants must demonstrate one of the following:
1. A completed Australian Bachelor degree, or equivalent qualification, in any discipline from a recognised tertiary institution OR
2. A completed Diploma of Financial Planning, or equivalent, current registration as a certified practicing financial planner, and 5 years relevant work experience.
Advanced standing may be awarded to prospective students who have additional relevant experience in financial planning industry and who may have completed formal and informal training. Advanced standing will be considered in accordance with Australian Qualifications Framework (AQF) guidelines and CQUniversity policies.
Security Requirements
No information available at this time
Health Requirements
No information available at this time
Assumed Knowledge
Previous studies in Accounting, Business, Commerce, Finance, Financial Planning, Property would be useful.
Fees and Charges
- Domestic Fees -->
Learning outcomes
Core Learning Outcomes
- 1.
- Articulate the theory and advanced practice of some aspects of financial planning
- 2.
- Critically apply some aspects of advanced financial planning theory
- 3.
- Identify and respond to ethical issues in professional financial planning practice
- 4.
- Effectively communicate in a range of academic, non-specialist and professional contexts
- 5.
- Learn and work independently and collaboratively as a basis for self-managed lifelong learning.
| column1 | column2 | ||||
|---|---|---|---|---|---|
| | Course Learning Outcomes | ||||
| Australian Qualifications Framework Descriptors | 1 | 2 | 3 | 4 | 5 |
| 1. KNOWLEDGE Have specialised knowledge within a systematic and coherent body of knowledge that may include the acquisition and application of knowledge and skills in a new or existing discipline or professional area | --> | --> | --> | --> | |
| 2. SKILLS Have cognitive skills to review,analyse, consolidate and synthesise knowledge and identify and provide solutions to complex problems | --> | --> | --> | --> | |
| 3. SKILLS Have cognitive skills to think critically and to generate and evaluate complex ideas | --> | --> | --> | --> | |
| 4. SKILLS Have specialised technical and creative skills in a field of highly skilled and/or professional practice | --> | --> | --> | --> | |
| 5. SKILLS Have communication skills to demonstrate an understanding of theoretical concepts | --> | ||||
| 6. SKILLS Have communication skills to transfer complex knowledge and ideas to a variety of audiences | --> | ||||
| 7. APPLICATION OF KNOWLEDGE & SKILLS Be able to make high level, independent judgements in a range of technical or management functions in varied specialised contexts | --> | --> | --> | --> | |
| 8. APPLICATION OF KNOWLEDGE & SKILLS Be able to initiate, plan, implement and evaluate broad functions within varied specialised technical and/or creative contexts | --> | --> | --> | --> | |
| 9. APPLICATION OF KNOWLEDGE & SKILL Be responsible and accountable for personal outputs and all aspects of the work or function of others within broad parameters | --> | --> | --> | --> |
Institution
