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Graduate Certificate in Financial Planning


Graduate Certificate in Financial Planning

The Graduate Certificate in Financial Planning provides formal knowledge, capabilities and competencies in financial planning and related areas. The Degree is designed to produce graduates who are skilled and work-ready in their selected discipline or profession. Students who complete the degree are eligible for RG146 compliance with ASIC.

  • Award Names
  • Availability
  • Duration
  • Admission
  • Credit
  • Graduation
  • Course Structure
  • Enrolment Pattern
  • Residential School
  • Accreditation

The course includes the following awards:

Graduate Certificate in Financial Planning GradCertFinPlan

Course Study Modes and Locations

Graduate Certificate in Financial Planning (2301FP)

Distance Education - Bathurst

Availability is subject to change, please verify prior to enrolment.

Normal course duration

Graduate Certificate in Financial Planning

Full-time 0.5 years (1.0 sessions)

Part-time 1.0 years (2.0 sessions)

Normal course duration is the effective period of time taken to complete a course when studied Full-time (Full-time Equivalent: FTE). Students are advised to consult the Enrolment Pattern for the actual length of study. Not all courses are offered in Full-time mode.

Admission criteria

CSU Admission Policy

Applicants without a tertiary qualification may be admitted to the Graduate Certificate in Financial Planning on the basis of professional attainment and/or work experience. Upon successful completion of the Graduate Certificate, students will then be eligible for admission to the Master Applied Finance and receive credit for applicable subjects.


CSU Credit Policy

No special arrangements apply.

Graduation requirements

To graduate students must satisfactorily complete 32 points.

Course Structure

The Graduate Certificate comprises 4 subjects: 1 core subject and 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).

It is recommended that students complete FIN560 in their first session, but otherwise the enrolment pattern is flexible and students are free to chose the number and order of subjects per session that best meets their needs.

Session 1

FIN560 Financial Planning
Restricted elective 1

Session 2

Restricted Elective 2
Restricted Elective 3

Residential School

Please note that the following subjects may have a residential school component.

FIN560 Financial Planning

Enrolled students can find further information about CSU residential schools via the About Residential School page.


The Graduate Certificate in Financial Planning has been designed to meet the training requirements of the Australian Securities and Investments Commission (ASIC). 


Current Students

For any enquiries about subject selection or course structure you will need to contact your Course Director. You can find the name and contact details for your Course Director in your offer letter or contact your School office.

Prospective Students

For further information about Charles Sturt University, or this course offering, please contact info.csu on 1800 334 733 (free call within Australia) or enquire online.

The information contained in the 2017 CSU Handbook was accurate at the date of publication: May 2017. The University reserves the right to vary the information at any time without notice.