Graduate Certificate in Financial Planning

• Program Overview
• Professional Membership
• Entry Requirements
• Program Structure
• Advanced Standing
• Notes

Program Overview

Financial planners are faced with constant change in the regulation of the profession and reforms in the financial system. The Graduate Certificate in Financial Planning is designed to develop skills to cope with the increasing complexity and ambiguity.

The four courses in this Graduate Certificate can articulate into the Graduate Diploma and the Master of Financial Planning. The Graduate Certificate is equivalent to one-third of the Master of Financial Planning and consists of any four of the six Financial Planning courses.

It is possible to meet all the ASIC requirements in relation to the financial planning competencies by completing the Graduate Certificate, provided the appropriate sequence of courses is studied.

Professional Membership

The University of the Sunshine Coast's courses are on the ASIC register of compliant training for financial advisors and the Financial Planning Association has approved the University's programs as a pathway to their CFP program.

Entry Requirements

Applicants who possess a Bachelor degree from a recognised higher education institution or other formal qualifications acceptable to the Postgraduate Studies Financial Planning Committee, are able to apply.

Qualifications and experience and/or professional memberships may be approved as a suitable admission requirement into the Graduate Certificate in Financial Planning.

Applicants whose first language is other than English must demonstrate an appropriate level of English proficiency by providing evidence of one of the required qualifications.

Program Structure

Choose 4 courses from:
FIN720	Financial and Investment Planning
FIN712	Taxation Planning and Estate Planning
FIN710	Superannuation and Retirement Planning
BUS704	Corporate Finance
FIN721	Risk Management and Insurance Planning
FIN711	Financial Plan Development, Consulting and Negotiation*

Advanced Standing

Course(s) completed elsewhere may count towards a student's qualification with the University of the Sunshine Coast, with a maximum of two courses of advanced standing granted in the Graduate Certificate in Financial Planning. For example, students can receive advanced standing for completed approved financial planning courses.

Notes

1. Refer to the Academic Rules.

2. Refer to Explanation of Terms.

3. The application form for online coursework programs offered by the Faculty of Business and further information is available.

* Prerequisites apply.

^ Top of Page ^