Graduate Certificate in Financial Planning

includes:

Graduate Certificate in Financial Planning

Awards

The course includes the following awards:

Graduate Certificate in Financial Planning GradCertFinPlan

Availability

Graduate Certificate in Financial Planning (2301FP)

Online - Bathurst

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

Normal Course Duration

Graduate Certificate in Financial Planning

Full-time: 0.5 years (or part-time equivalent)

Course duration is the effective time taken to complete a course when studied full-time (full-time equivalent duration). Students are advised to consult the Enrolment Pattern to determine 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.

Credit

CSU Credit Policy

No special arrangements apply.

Graduation Requirement

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 choose 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

Professional Accreditation

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

The Graduate Certificate in Financial Planning is an entry point for the Master of Applied Finance and the structure of the course supports the development of knowledge areas that will form the basis for specialisations in the following areas:

Financial Planning Association of Australia (FPA)
The Financial Planning specialisation within the Master of Applied Finance (MAF) is an approved degree by the FPA Australia. Graduates of MAF completing this specialisation are eligible for entry and advanced standing in the CFP® Certification Program (leading to the CERTIFIED FINANCIAL PLANNER® designation).

Society for Trust and Estate Practitioners (STEP)
The Master of Applied Finance is an Accredited Education Partner with STEP, the worldwide professional association for practitioners dealing with family inheritance and succession planning. Graduates of MAF completed the set of 5 subjects which form the basis for the Estate Planning specialization will be accredited, with credits that can be used towards STEP membership.

Contact

For further information about courses and subjects outlined in the CSU handbook please contact:

Current students

Future students

The information contained in the CSU Handbook was accurate at the date of publication: September 2019. The University reserves the right to vary the information at any time without notice.

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