Graduate Certificate in Financial Planning

Entry Requirements

Applicants are required to have one of the following:
A completed bachelor degree from a recognised higher education institution or equivalent; or
A completed graduate certificate or higher postgraduate qualification* from a recognised higher education institution; or
A completed Diploma or Advanced Diploma in a relevant field and two years relevant professional experience; or A minimum of five (5) years relevant professional experience.

English Language Requirements:

IELTS score of 6.5 (with 6.0 in Reading and Writing); TOEFL iBT score of 79 with Reading and Writing not less than 18; TOEFL paper-based test (PBT) score of 577 with TWE of 4.5; Cambridge CAE/CPE score of 177; Pearson's test of English (Academic) (PTE) score of 58 with Reading and Writing communicative scores not less than 50; CELUSA score of AE5.

Course Details

As one of the leading providers of accounting and finance education in Australia, you can be confident you will graduate with the knowledge and skills required to succeed in the financial services sector.

You’ll learn from expert academics who are current practising financial advisers themselves – including an award-winning academic who was named Financial Standard’s Power50 most influential financial advisers in Australia*. Your studies are enriched in so many ways as you’ll gain unique insights from professionals who know the ins and outs of the industry and understand the unique challenges and opportunities that financial advisers face today.

Your course content has been developed in conjunction with leading industry experts to ensure that what you learn is practical, relevant and current to today’s changing business landscape.

UniSA Business is the only business school in South Australia accredited by both AACSB International (The Association to Advance Collegiate Schools of Business) and EFMD (EQUIS) – the world’s leading accreditation bodies recognising excellence in business education and research at a global level. These dual accreditations demonstrate the high standards we hold across all areas such as teaching, student learning and research, as well as our commitment to continually improving the quality of our programs.

Career outcomes

Your career

In addition to new education standards, Treasury has outlined new professional requirements. This includes completing a professional year (for new entrants only), passing a national exam, undertaking Continuing Professional Development (CPD) and completing a code of ethics course.

As the No.1 university in South Australia for postgraduate teaching quality1, our quality teaching and learning experiences will ensure you graduate ready to succeed.

The financial services industry is one of the leading sectors in the Australian economy and plays a key role in facilitating the productive flow of funds between industries, companies and people.

If you’re an existing financial adviser, your qualification opens up many more opportunities in your business and career.

If you’re looking to make a career change, there are a range of roles you could pursue in diverse businesses. There are opportunities in financial institutions, investment banks, superannuation and insurance funds, and financial advisory firms – or you could choose to be self-employed and set up your own practice. Financial advisers can also specialise in a number of areas, such as tax planning, risk management or retirement planning.

Careers to consider include:

Client relationship manager: proactively engage clients by providing high value, holistic and strategic financial advice; identify opportunities to build new client relationships and strengthen existing ones; research the latest products and regulations; and focus on delivering a high-quality customer experience.
Estate planner: provide clients with legal, financial and accounting advice to ensure long term financial protection of their estate during life and post-mortem; help ensure any assets are dispersed according to the wishes of the deceased in an effective way; and develop estate plans which may include preparing wills, life insurance, family trusts and manage tax implications for beneficiaries.
Insurance broker: research and review available finance and insurance products to meet client requirements; arrange insurance, home loan mortgages and other types of finance for clients through banks, lenders, financiers and insurance companies; help clients understand insurance policy conditions, risks, premium rates and benefits; prepare reports for underwriters and liaise with other insurance professionals.

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