The University of Newcastle, Australia
Fast facts
Location

Newcastle City

Start dates
  • Trimester 1 - 28 Jan 2020
  • Trimester 2 - 11 May 2020
  • Trimester 3 - 24 Aug 2020
Mode of delivery

Face to Face

Duration

0.5 years part-time up to 3 years maximum.

UON program code: 40220

Study Financial Planning

The Graduate Certificate in Financial Planning will equip you with the practical skills and knowledge to successfully work in the financial services industry.

The program will see you graduate with an awareness of the ethical and legal standards within financial planning, an understanding of investment concepts and its applications to client relationships and provision of advice. In addition, it will equip you with analytical and critical thinking skills to analyse and communicate investment and financial advice problems, and more.

For experienced financial advisers, the program offers an opportunity to meet FASEA educational standards by completing three FASEA-approved bridging courses as part of the program.

Why study with us?

  • FASEA accredited bridging courses – existing advisers can complete three FASEA accredited bridging courses to continue working as a Financial Adviser upon graduation.
  • Fee discount for Financial Planning Association (FPA) members – FPA members receive a 10% discount on tuition fees for any bridging courses or for the Graduate Certificate in Financial Planning in 2020.
  • Flexible study options – courses are run in a blended mode (online combined with intensive face to face), offering students an opportunity to study at a pace which suits their personal and professional needs.
  • Student support – face-to-face workshops and other services to support those returning to study.
  • Study at NeW Space – NeW Space, in Newcastle’s CBD, provides the optimum environment for you to excel in your studies.
  • AACSB Accreditation – the Newcastle Business School is accredited by the Association to Advance Collegiate Schools of Business (AACSB), earned by fewer than five percent of the world's business programs.

Image of a smiling business woman

World top 200 ? for business and economics

What you will study

Achieving a Graduate Certificate in Financial Planning will equip you with the essential knowledge and skills to

practice in the financial services industry. The program offers comprehensive coverage of specialised knowledge across

a range of disciplines including law, ethics, and behavioural finance and investment.

The program focuses on four core areas of study:

  • Ethics in Financial Services
  • Behavioural Finance and Customer Relationships
  • Financial Service Regulations and Law
  • Investment Analysis

Existing advisers would complete three FASEA accredited bridging courses upon graduation.


Career opportunities

The Graduate Certificate in Financial Planning will enhance your professional competency and capabilities to advance your career in financial advising and services.

Possible career opportunities include:

  • Financial Planner / Adviser
  • Insurance Adviser
  • Stock Broker
  • Superannuation Consultant
  • Paraplanner
  • Financial Analyst
  • Compliance Manager
  • Portfolio Analyst

Professional recognition

Professional recognition

FASEA accredited bridging courses – existing advisers can complete three FASEA accredited bridging courses to continue working as a Financial Adviser upon graduation.