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Graduate Certificate in Financial Planning

Curious about achieving business success?

Graduate Certificate in Financial Planning

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CSU's flexible Graduate Certificate in Financial Planning will develop your skills and knowledge in financial planning, enabling you to position yourself as a well-developed candidate for employment in the industry. 

This course provides flexible study options to fit in with your work, family and lifestyle commitments. Online learning means you can study at a time that suits you from almost anywhere in the world.

  • Why study this course?

    Be competitive in a rapidly expanding industry and secure the educational and competency skills necessary to operate as a leading financial planning professional in the 21st century.

    Choose your study pathway

    This flexible course will develop your skills and knowledge in financial planning. On completing the course, you can continue your studies by enrolling in the Master of Applied Finance with credit for all subjects completed.

    Learn online

    Our online educational environment facilitates communication and collaboration among students and academics. Subjects are taught using a range of blended learning techniques, including online education study materials, video-captured lectures, online meetings and subject forums.

    Build skills for future industry requirements

    Designed in collaboration with professionals in the finance and financial services sectors, this course meets the needs of the industry and blends the best in current finance theory with industry practice. Students who complete the degree may meet specific elements of ASIC's RG146, depending on the subjects taken.

    Learn from industry leaders

    The course is delivered by a cohort of industry and academic leaders who are supported by well-researched curriculum and teaching methods. Our lecturers have a wide range of industry experience and our courses are designed and continually reviewed with input from industry experts.

  • Career opportunities

    CSU's Graduate Certificate in Financial Planning offers you many exciting career opportunities. The course is fully articulated to develop advanced analytical and decision-making skills in finance required at senior management levels. You could use your advanced financial markets skills to support investment and funds management, or apply your advanced knowledge and strategic skills to solve problems in the finance industry.

  • Professional recognition

    Completion of appropriate subjects in the Graduate Certificate provides the necessary skill set to be eligible for RG146 compliance, in accordance with the requirements of the Australian Securities and Investments Commission (ASIC).

  • Credit and pathways

    Students who have studied and successfully completed relevant subjects at other universities or educational institutions may apply for credit for those subjects when applying to CSU courses. Credit will be granted for subjects that are equivalent in content and standard, at the discretion of the Course Director.

    Credit for prior learning and credit for current competencies will be granted to eligible applicants.

    More about Credit

  • Subjects

    The below information is for new students. Current students should select their subjects by checking the Handbook for the year of their enrolment

    Course structure

    The Graduate Certificate comprises 4 subjects: 1 core subject and 3 restricted electives. All subjects are of eight point value for a total course value of 32 points.

    Core subject

    FIN560 Financial Planning

    Restricted elective

    3 subjects chosen from the following:

    FIN562 Risk Management and Insurance
    FIN563 Estate Planning
    FIN564 Superannuation and Retirement Planning
    FIN567 Investing in Property
    LAW545 Taxation Strategies

    Enrolment pattern

    There is no single prescribed enrolment pattern. The course is designed to enable 3 intakes per year and variations in student workload (many students prefer to study 1 subject per session).  

    It is recommended that students complete FIN560 in their first session, but otherwise the enrolment pattern is flexible and students are free to choose the number and order of subjects per session that best meets their needs.

    Session 1 

    FIN560 Financial Planning
    Restricted elective 1

    Session 2

    Restricted Elective 2
    Restricted Elective 3

  • Residential schools

    The following subjects may have a residential school component:

    FIN560 Financial Planning

  • Admission information

    Applicants without a tertiary qualification may be admitted to the Graduate Certificate in Financial Planning on the basis of professional attainment and/or work experience. Upon successful completion of the Graduate Certificate, students will then be eligible for admission to the Master Applied Finance and receive credit for applicable subjects.

    See standard CSU admission criteria

  • Cost of study

    Fees - please visit the fees and costs page or contact us for current fee information.

    Tax deduction - in some instances a tax deduction may be claimed for self education expenses. Please seek independent qualified taxation advice.

    Free textbook - online students receive one free textbook per subject.

    Alumni discount

    Already studied with CSU? Our 10% Alumni discount applies to this course!
    Find out more

  • Course details

    Campus locations listed for Online students are purely for administrative purposes and have no relevance to the student experience.

    Enrol TypeModeCampusFee typeSession 1Session 2Session 3Admission Code

    CGS: Commonwealth Government supported places
    FPPG: Fee-paying postgraduate places
    FPOS: Fee-paying overseas student places
    Admission Code: For your reference if required during your application process
    NO TAC: An admission code is not required for applications to CSU Study Centres
    TEMP: An admission code has not yet been assigned for this course

    Graduation requirements

    To graduate students must satisfactorily complete 32 points.

  • How to apply
    Apply direct to CSU

    An online application to CSU takes about 15 minutes to complete. Find out more

    Apply online

    Apply direct to CSU

    Apply direct to CSU for on campus study at a CSU regional campus, or study by distance education.

    Apply online

    Recruitment agent

    Contact a Recruitment agent in your country who can answer your questions about CSU as well as help with the student visa application process.

    International recruitment agents

    Thinking of deferring?

    Find out more about deferral

  • About the School

    School of Accounting and Finance

    The School of Accounting and Finance offers subjects across a range of disciplines including accounting, economics, finance, financial planning and law, in both undergraduate and postgraduate courses. Subject material, incorporating industry specific learning and teaching aids, is kept up-to-date to ensure the latest issues and topics are included. Many of the staff within the School are industry experts who bridge the gap between the theories taught in subjects and their application in the workplace. Courses are practically focused, and include workplace learning, either through work placements or case studies in our undergraduate courses, or practical work related assessment in our postgraduate areas. This ensures graduates are work-ready and equipped with qualifications recognised globally. The School is committed to providing quality teaching informed by research and backed by a supportive learning environment. The School of Accounting and Finance designs subjects with input from industry professionals to ensure courses meet the academic requirements for accreditation with key professional bodies including CPA Australia, Chartered Accountants in Australia and New Zealand, the Financial Planning Association and the Society of Trust and Estate Practitioners; and to satisfy ASIC core knowledge areas.

  • Preparing for Study

    We recommend the following Study Link subjects for this course:

    • SSS031 - Academic Writing Skills (Face-to-Face Workshop)
    • SSS024 - Grammar Essentials for Writing at University
    • SSS034 - Essay Writing – Style and Structure
  • Academic expectations

    For each 8 point subject at CSU, students should normally expect to spend between 140-160 hours engaged in the specified learning and assessment activities (such as attending lectures or residential schools, assigned readings, tutorial assistance, individual or group research/study, forum activity, workplace learning, assignments or examinations). The student workload for some subjects may vary from these norms as a result of approved course design.

    Students will be assessed on the basis of completed assignments, examinations, workplace learning, or other methods as outlined in specific subject outlines.

    Where applicable, students are responsible for travel and accommodation costs involved in workplace learning experiences, or attending residential schools (distance education students).

    Expectations relating to academic, workplace learning, time and cost requirements for specific subjects are provided in the subject abstracts and in course materials.

    Throughout their studies, CSU students have a responsibility to continue to develop skills in English Language, literacy and numeracy as appropriate to their discipline. This ongoing development will enable students to effectively participate in their course and graduate as competent professionals.

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