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University of Newcastle

  • 16% international / 84% domestic

Graduate Certificate in Financial Planning

  • Graduate Certificate

The Graduate Certificate in Financial Planning will equip you with the practical skills and knowledge to successfully work in the financial services industry.The program will see you graduate with an awareness of the ethical and legal standards...

Key details

Degree Type
Graduate Certificate
Duration
0.5 - 3 years full-time
Course Code
40220
Study Mode
In person
Intake Months
Jan, May, Aug

About this course

The Graduate Certificate in Financial Planning will equip you with the practical skills and knowledge to successfully work in the financial services industry.

The program will see you graduate with an awareness of the ethical and legal standards within financial planning, an understanding of investment concepts and its applications to client relationships and provision of advice. In addition, it will equip you with analytical and critical thinking skills to analyse and communicate investment and financial advice problems, and more.

For experienced financial advisers, the program offers an opportunity to meet FASEA educational standards by completing three FASEA-approved bridging courses as part of the program.

Study locations

Newcastle City

What you will learn

Achieving a Graduate Certificate in Financial Planning will equip you with the essential knowledge and skills to

practice in the financial services industry. The program offers comprehensive coverage of specialised knowledge across

a range of disciplines including law, ethics, and behavioural finance and investment.

The program focuses on four core areas of study:

  • Ethics in Financial Services
  • Behavioural Finance and Customer Relationships
  • Financial Service Regulations and Law
  • Investment Analysis

Existing advisers would complete three FASEA accredited bridging courses upon graduation.

Career pathways

The Graduate Certificate in Financial Planning will enhance your professional competency and capabilities to advance your career in financial advising and services.

Possible career opportunities include:

  • Financial Planner / Adviser
  • Insurance Adviser
  • Stock Broker
  • Superannuation Consultant
  • Paraplanner
  • Financial Analyst
  • Compliance Manager
  • Portfolio Analyst