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Graduate Certificate in Financial Planning - CL67

Are you a practicing financial planner who needs to upskill to meet the new education standards required for the financial planning profession? Our Graduate Certificate in Financial Planning is considerably flexible and may be configured to include the three bridging units required for practice in Financial Planning by the Financial Adviser Standards and Ethics Authority (FASEA). Alternatively, the Graduate Certificate is a great place to start for financial planners wishing to extend their study and continue into the Graduate Diploma or Masters of Financial Planning.

DOMESTICINTERNATIONAL
STUDY MODES

Online

UNITS/CREDITS

4/24

DURATION

0.5 years full-time, 1 years part-time

AVAILABILITY

Online

RECOMMENDED STUDY

Previous studies in Accounting, Business, Commerce, Finance, Financial Planning, Property would be useful.

The Graduate Certificate in Financial Planning is a four-unit course which can be configured to include the three Financial Adviser Standards and Ethics Authority (FASEA) approved bridging units and the capstone unit required to continue practice as a Financial Planner. The Graduate Certificate is appropriate for existing financial planners who hold a relevant degree to meet educations standards.


For Practicing Financial Planners

The Financial Planning industry has now finalised the educational requirements for Financial Planners. Released in January 2019, the Education Pathways Policy outlines the education pathways for practising and new entry Financial Planners. CQUniversity has been proactive in this process and our Graduate Certificate of Financial Planning, Graduate Diploma of Financial Planning and Master of Financial Planning have been developed in response to these requirements.

For more information please email course coordinator Dr Julie Knutsen (Course Coordinator, Financial Planning) or phone 0408 333 286.

Situation
Study requirements
For existing advisers with:
  • A minimum of three years experience and an unrelated Bachelors degree, or
  • A minimum of five years experience with a Diploma of Financial Planning

The Graduate Diploma of Financial Planning will allow you to upgrade to the minimum standards required to continue to practice.

The Master of Financial Planning has an additional four units and is ideal for those wishing to advance their qualifications and continue their study.

Both the Graduate Diploma of Financial Planning and the Master of Financial Planning are fully accredited by the Financial Planning Education Council (FPEC) and are approved degrees with the Financial Planning Association of Australia (FPA). Students who graduate from either qualification are eligible to apply for FPA membership.

For existing advisors that do not meet these minimum qualifications, it is recommended that you consider a related undergraduate degree from our range of available business and law courses.

Completed by no later than 1 January 2024.

For existing advisers with a relevant degree.

To continue to practice, you are only required to complete the following three bridging units required by FASEA to meet education standards:

  • FINC20029 Financial Advice and Corporations Law
  • FINC20030 Behavioural Finance
  • FINC20031 Ethical Financial Planning Practice
These units can be configured into the Graduate Certificate or studied as single 'non-award' units. Find out more about how to apply for single non-award subjects.

Completed by no later than 1 January, 2024.

For existing advisers with an approved degree.

To continue to practice, you are only required to complete the following single bridging unit covering the FASEA Code of Ethics:

  • FINC20031 Ethical Financial Planning Practice
This unit can be studied as a single ‘non-award’ unit and meet the bridging course requirements under the new regime of education standards. Find out more about how to apply for single non-award subjects.

Completed by no later than 1 January 2024.


Core Units 4 Major Units None
Electives None Minor Units None

Online Availability

Term 1 - 2019Available Online
Term 1 - 2020Available Online
Term 2 - 2019Available Online
Term 2 - 2020Available Online
Next available intake

The next available intake is Term 2, 2019. The closing date for applications for Term 2 is midnight 12 July.

COURSE STRUCTURE

You are required to complete a total of four core units. Compulsory units include FINC20030 Behavioural Finance and Client Relationships and FINC20031 Ethical Financial Planning Practice.

Students wishing to satisfy FASEA education standards for existing advisers will also study FINC20029 Finance Advice and Corporations Law and FINC20224 Professional Advice Project.

UNIT INFORMATION
For information on the units, you could study as part of this course, visit the Handbook and select the "Course Structure" tab.

CREDIT TRANSFER INFORMATION

If you have already completed study relevant to the course you have enrolled in, you may be eligible for credit transfer.

No information available at this time.
No Residential School
No information available at this time.

To be eligible for entry into this course, applicants must demonstrate one of the following:

1. A completed Australian Bachelor degree, or equivalent qualification, in any discipline from a recognised tertiary institution OR

2. A completed Diploma of Financial Planning, or equivalent, current registration as a certified practicing financial planner, and 5 years relevant work experience.

Advanced standing may be awarded to prospective students who have additional relevant experience in financial planning industry and who may have completed formal and informal training. Advanced standing will be considered in accordance with Australian Qualifications Framework (AQF) guidelines and CQUniversity policies.

Security Requirements

No information available at this time.

Health Requirements

No information available at this time.

Assumed Knowledge

Previous studies in Accounting, Business, Commerce, Finance, Financial Planning, Property would be useful.

Upon completion, existing advisers with a relevant degree will meet the Financial Adviser Standards and Ethics Authority (FASEA) education standards to practice as a Financial Planner.

Units studied in the Graduate Certificate in Financial Planning are accredited by Financial Advisers Standards and Ethics Agency (FASEA). FINC20029 Financial Advice and Corporations Law, FINC20030 Behavioural Finance and Client Relationships, and FINC20031 Ethical Financial Planning Practice are accredited ‘Bridging Units'. These units may be studied as non-award units or included in the Graduate Certificate in Financial Planning.

When studied alongside the capstone unit FINC20024 Professional Advice Project, existing advisers with a relevant degree will satisfy the minimum education standards.

This course is part of a set of postgraduate Financial Planning courses that are currently accredited with the Financial Planning Education Council (FPEC). 
Fee Category Full fee paying place
What is a Full Fee Paying Place As a full fee paying students, you are required to pay full tuition fees for your course.
Fee Type Tuition Fees
What is my tuition fee?

Your tuition fees are charged per unit of study based on the credit point value of each unit.

Our Tuition Fee Schedules provide an estimate of fees per unit.

You can also view fees specific to the course, and units, you are interested in studying by using our Cost Per Unit table.

FEE-HELP and payment options

FEE-HELP is the loan scheme provided the Australian Government to help eligible students pay their tuition fees through a loan.

Eligible students can use a FEE-HELP loan to pay for all or some of their tuition fees. If you elect to use a FEE-HELP loan, this means that you will defer payment of your tuition fees and repay your FEE-HELP loan when your income is above the compulsory repayment threshold (the 2018-2019 income year threshold is $51,957 or above).

You must meet specific eligibility requirements to be able to use FEE-HELP assistance.

If you are not eligible for a FEE-HELP loan, or you are required to pay your tuition fees upfront, you will need to pay your fees no later than the census date for the term in which you are studying.

Other Fees You will also incur a Student Services and Amenities Fee.
Other study costs You may have other study costs such as travel expenses related to residential schools or work placements if they are a requirement of your course. There are also textbooks, stationery and other sundry costs associated with studying.

At CQUniversity, we believe University should be for everyone. No matter your situation, we know that everyone needs a helping hand from time to time and are proud to offer a wide range of scholarships and awards programs.
Our scholarships could help you pay for some or all of your course fees, or even contribute towards your living and study expenses.

No information available at this time.

QUALITY EDUCATION, WHEREVER YOU ARE
Between our reputation for learning, teaching and research, our renowned online education offering, and our status as Australia’s largest regional university, rest assured you will get a world-class education when you choose CQUniversity.

A UNI THAT KNOWS CREDIBILITY IS KEY

In just 25 years, CQUniversity has achieved some amazing feats and emerged as one of Australia’s truly great universities. We have been ranked among the best in the world for our teaching and learning, and are internationally recognised for our focus on Social Innovation. Our graduates are some of the most sought-after in Australia, due to our reputation for work integrated learning and industry-aligned courses, and experience some of the nation’s best graduate outcomes in terms of full-time employment and starting salary. CQUni is also regarded as the nation’s most inclusive and engaged university, with our award-winning academic and research staff making a real impact on the communities and industries we serve.

A UNI THAT LEADS IN ONLINE EDUCATION

A pioneer in online study, CQUniversity has more than two decades of experience providing high quality online learning experiences across the country and even internationally. We work hard to deliver the latest techniques in online study, and have even planned our physical sites to provide more services to our widespread online study cohort.

A UNI THAT KNOWS CONVENIENCE COUNTS

CQUniversity is truly focused on our students’ needs, and that means responding to what, how and where they want to study. It is why we are now Australia’s largest regional university, with more than 20 metropolitan and regional locations across five states, delivering TAFE and university qualifications in on-campus, online and supported online modes to more than 30 000 students.

A UNI THAT KNOWS YOUR EXPERIENCE MATTERS

CQUniversity’s strong focus on student experience ensures that you are prepared and supported on your student journey. Support services include on-campus or online orientation to assist your transition into university life, course and career advice, financial support options, study support, ongoing assistance through the Student Mentor program, counselling services, support for students with disability or medical conditions, Indigenous student support and more.

There are a number of application options available for this course, dependent on the state you reside.

State Application Option
Queensland If you live in Queensland, apply directly to CQUniversity using the Apply Now button below.
Western Australia If you live in Western Australia, apply via ApplyWA.
Other If you live in a state not listed, apply directly to CQUniversity using the Apply Now button below.

Next available intake

The next available intake is Term 2, 2019. The closing date for applications for Term 2 is midnight 12 July.

Apply now