Graduate Certificate of Financial Planning

Be part of the fast-growing Australian financial planning industry with Swinburne’s Graduate Certificate of Financial Planning.

Designed for both new and already practising financial planners, the course introduces students to the knowledge and skills needed to provide tailored, professional financial advice while navigating complex financial matters and ever-changing industry regulations.

You’ll use the latest financial planning technology, and engage with industry through annual road shows, seminars and guest speakers.

The Graduate Certificate of Financial Planning is designed to meet the Financial Adviser Standards and Ethics Authority (FASEA) bridging course requirements for existing financial advisers – approval is pending.

To qualify for the award of Graduate Certificate of Financial Planning students must complete 50 credit points comprising:

• 4 core units

Units of study

Students must complete all four core units (50 credit points each):

FIN60010 Elements of Financial Planning and Regulation FIN60011 Behavioural Finance and Investment * FIN60012 Ethics and Client Management * LAW60003 Corporations and Contract Law *Outcome units - matched exemptions are generally not granted for higher education outcome units.

a recognised bachelor degree in a related discipline a recognised bachelor degree in any discipline PLUS a minimum of 2 years equivalent full-time relevant professional experience*

a minimum of 3 years equivalent full-time relevant professional experience* Current Financial Planners

Students who successfully complete this course will be able to:

• apply coherent and advanced knowledge of financial planning and business concepts in diverse contexts and applications using critical thinking
• apply problem solving, design and decision making methodologies to identify and provide innovative solutions to complex problems with intellectual independence
• communicate proficiently with clients, gather and interpret appropriate data and use advanced tools and practices to produce a financial plan
• demonstrate integrity, ethical conduct, accountability, respect and a broad awareness of the professional code of conduct and cultural norms.

The Swinburne graduate attributes signify that Swinburne intends that its teaching programs assist all its graduates to be:

• capable in their chosen professional, vocational or study areas and an ability to engage in critical enquiry
• entrepreneurial in contributing to innovation and development within their business, workplace or community
• effective and ethical in work, community situations and reasoning skills
• adaptable and able to manage change, and
• aware of local and international environments in which they will be contributing (e.g. socio-cultural, economic and natural).