Graduate Certificate of Financial Planning

Study Discipline: Business Administration
Study Programme Details
Country: Australia
Admission Sessions: Autumn Session, Summer Session, Spring Session
Study Format: Full Time
Mode of Study: Online

Programme Type



6 Months

Scholarship Available




About this Study Course

Elevate your financial planning expertise with the Graduate Certificate in Financial Planning from Swinburne Online—a tailored solution addressing the evolving education requirements mandated by the Financial Adviser Standards and Ethics Authority (FASEA). This program is designed for existing financial planners without a degree or with an unrelated degree, offering a qualification pathway that aligns with industry advancements.

Refresh your knowledge base by drawing on your industry experience in investment, insurance, taxation, superannuation, and estate planning. The coursework delves into foundational skills, emphasizing analytical and creative planning, and decision-making. Opting for online learning allows for uninterrupted career progression, enabling you to work and study simultaneously.

As you pursue this certificate, seize the opportunity to become a complimentary member of the Financial Planning Association (FPA), accessing a valuable network of professionals and resources. FASEA has approved our Ethics, Regulation, and Client Management unit, further underscoring our commitment to meeting industry standards.


Immerse yourself in the Financial Planning Postgrad Certificate at Swinburne Online, a program meticulously crafted to refresh your industry knowledge and enhance your skills in investment, insurance, taxation, superannuation, and estate planning. The curriculum not only emphasizes analytical and creative planning but also facilitates critical thinking and decision-making.

Choosing Swinburne Online allows you to upskill seamlessly without disrupting your life. You can balance work commitments while advancing your qualifications. Visit our university website for detailed insights into the program, including valuable membership opportunities with the Financial Planning Association (FPA).

Key Learning Objectives:

  • Professional Knowledge: Harness comprehensive financial systems and regulatory knowledge to guide clients in achieving financial goals.
  • Communication: Proficiently communicate, interpret data, and employ advanced tools to produce effective financial plans.
  • Critical Thinking: Apply coherent and advanced financial planning concepts with critical thinking in diverse contexts.

Admission Requirements

Our admission process prioritizes a holistic evaluation, without specific GRE, GMAT, or GPA grading score requirements. English proficiency is essential, with IELTS scores of 6 or TOEFL iBT scores of 79. General requirements include a recognized bachelor’s degree in a related discipline or, alternatively, a bachelor’s degree in any field along with a minimum of two years’ equivalent full-time relevant professional experience. Candidates with a minimum of three years’ equivalent full-time relevant professional experience are also eligible. Work experience in the financial sector is highly valued in our admissions criteria. Our CRICOS code is 00111D, reflecting our commitment to delivering a quality education. Join us to embark on a transformative journey in financial planning.

The Graduate Certificate’s structured curriculum includes courses such as:

  • Elements of Financial Planning and Regulation
  • Behavioural Finance and Investment
  • Corporations and Contract Law
  • Ethics and Client Management
  • Taxation Principles and Planning

This comprehensive program equips you with essential skills and knowledge required in the dynamic field of financial planning.

The programme fee is $12,068 AUD.

Future Career Outcomes

Financial Planner:

Craft personalized financial strategies, providing guidance on investments, taxation, and estate planning.

Investment Analyst:

Evaluate market trends and recommend investment strategies to optimize client portfolios.

Estate Planning Consultant:

Specialize in managing and distributing assets, ensuring a seamless transfer of wealth for clients.

Risk Management Advisor:

Mitigate financial risks by assessing client risk tolerance, advising on insurance options, and developing risk management strategies.

Superannuation Consultant:

Navigate superannuation complexities, helping clients optimize retirement savings through strategic planning.

Visa Requirements:

For visa information, please visit Australia page for student visa and student life.