Graduate Certificate in Financial Planning
What is this course about?
CSU's Graduate Certificate in Financial Planning develops the skills necessary for students to pursue careers as financial planning professionals.
Why study this course?
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.
Students completing the course can elect to continue their studies by enrolling in the Master of Applied Finance.
Professional recognition
Completion of appropriate subjects in the Graduate Certificate provides the necessary skill set to be eligible for RG146 compliance in accordance with the requirements of the Australian Securities and Investments Commission (ASIC).
Flexibility
Our flexible learning environment allows students to study this course on-line from anywhere in the world. Subjects are taught using a range of blended learning techniques designed to facilitate communication and collaboration among students and academics. Online techniques include electronics reading and relevant study materials, online meetings and subject forums.
Full time and part time study options are available to fit in with work and lifestyle commitments. Students can choose to study just one subject a session, or with approval, fast-track completion by studying up to four subjects a session.
Career opportunities
CSU's Graduate Certificate in Financial Planning provides graduates with many exciting career opportunities in the financial services sector. Financial planners provide advice on investments, insurance retirement and life planning.
Employment opportunities include:
- banks
- credit unions
- mutual banks
- insurance companies
- financial planning firms
Course structure
The Graduate Certificate of Financial Planning consists of four subjects, including one core subject and three restricted electives.
More information about the course structure
Graduation requirements
To graduate students must satisfactorily complete 32 points (four subjects).
Academic expectations
For each 8 point subject at CSU, students should normally expect to spend between 140-160 hours engaged in the specified learning and assessment activities (such as attending lectures or residential schools, assigned readings, tutorial assistance, individual or group research/study, forum activity, workplace learning, assignments or examinations). The student workload for some subjects may vary from these norms as a result of approved course design.
Students will be assessed on the basis of completed assignments, examinations, workplace learning, or other methods as outlined in specific subject outlines.
Where applicable, students are responsible for travel and accommodation costs involved in workplace learning experiences, or attending residential schools (distance education students).
Expectations relating to academic, workplace learning, time and cost requirements for specific subjects are provided in the subject abstracts and in course materials.
Credit / pathways
Students who have studied and successfully completed relevant subjects at other universities or educational institutions may apply for credit for those subjects when applying to CSU courses. Credit will be granted for subjects that are equivalent in content and standard, at the discretion of the Course Director.
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 Financial Planning
Restricted elective
3 subjects chosen from the following:
FIN562 Risk Management and Insurance
FIN563 Estate Planning
FIN564 Superannuation and Retirement Planning
FIN567 Investing in Property
LAW545 Taxation Strategies
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 Financial Planning
Restricted elective 1
Session 2
Restricted Elective 2
Restricted Elective 3
Admission requirements
Applicants are required to have an undergraduate degree from a recognised Australian tertiary institution, or a qualification deemed to be equivalent. Applicants with other academic and/or professional qualifications and/or work experience acceptable to the University will be considered.
Internet access
CSU places great emphasis on services to its students. It is a leader in the provision of online services and, in particular, the use of the internet in the support of teaching, administration and communications with students.
The online environment is so integrated into all aspects of student life and the learning experience at CSU that the University now assumes that all on campus and distance education students at CSU will have ongoing access to an internet connected computer capable of communicating with CSU online systems.
Students enrolled in Information Technology subjects (i.e. with an ITC subject code) may be required to have additional hardware and/or software that is deemed essential for the completion of the learning activities in that subject.
English language proficiency
The University has minimum requirements for English language proficiency prior to entry to our courses. Some courses also have a requirement for a higher entry or exit level of English proficiency. More information on English language requirements.
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International Students
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Admission code: JBCF
Recruitment agent
Contact a Recruitment agent in your country who can answer your questions about CSU as well as help with the student visa application process.
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