finance_courses

Graduate Certificate in Financial Planning

  • Progress your skills in the finance industry with this Graduate Certificate in Financial Planning
  • Learn the fundamentals of financial planning, including the latest concepts & techniques
  • Study at your own pace & fit your study around your work

Have a question or ready to enrol?

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At a glance

Study mode

laptop
Online

Provider

Kaplan Professional – Financial Courses (RTO 90116)
Career Opportunities
Recognition

Nationally recognised - meets Australian Qualifications Framework standards.

Prerequisites

Relevant academic or work experience

Location

Online

Course length
12 week-based delivery. Maximum time for course completion: 3 years
Study mode

Online

Assessment
Assignments & exams
Start date

6 intakes per year.

Contact us about enrolling.
Provider
Kaplan Professional – Financial Courses (RTO 90116)
Payment options

Study now pay later – FEE-HELP

12-month interest free payment planTerms & conditions apply

Upfront payment

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Price
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Prerequisites

To qualify for this course, you must have one or more of the following:

  • An undergraduate degree; OR
  • A related advanced diploma or diploma deemed acceptable to Kaplan Professional; OR
  • An unrelated advanced diploma or diploma plus 2 years' related industry experience; OR
  • Academic or professional qualifications demonstrating potential to undertake study at this level

What you'll learn

This graduate certificate will help provide you with the foundation skills for a role in financial planning.

You'll gain the knowledge and expertise required to operate in an increasingly competitive environment, learning the latest concepts, techniques and skills used by financial professionals in today’s leading institutions.

Course structure

4 units

Core units

  1. FPC002 - Applied financial planning

  2. FPC001 - Economic legal & ethical context for financial planning

  3. FPC003 - Superannuation & retirement advice

  4. FPC004 - Insurance Advice

Support and delivery

Articulation

The Graduate Certificate in Financial Planning is the first step in Kaplan Professional's postgraduate financial planning studies.

Upon completion of this course, you can proceed to the next stage - the Graduate Diploma of Financial Planning, which in turn articulates into the Master of Financial Planning course.

Payment options

There are 3 ways you can pay for this course:

1. Study now pay later – FEE-HELP

This course can be paid for through the FEE-HELP government loan scheme.

This means you don’t need to pay upfront for the course if you:

2. 12-month interest free payment plan

Pay for your course over time by making weekly, fortnightly or monthly repayments.

This flexible payment plan requires no deposit, and you pay no interest for the first 12 months.

3. Upfront payment

You can pay for this course upfront via credit card or bank transfer.

Have a question or ready to enrol?

Our Learning Consultants can:
  • icon enquiry 1Answer any questions about a course
  • icon enquiry 2Give advice on job outcomes
  • icon enquiry 3Explain finance options and help you enrol
Document icon and receive a free course guide

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