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Graduate Certificate in Financial Planning

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Graduate Certificate in Financial Planning

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CSU's Graduate Certificate in Financial Planning develops the skills necessary for students to pursue careers as financial planning professionals.

  • Why study this course?

    The Graduate Certificate in Financial Planning provides formal knowledge, capabilities and competencies in financial planning and related areas. The Degree is designed to produce graduates who are skilled and work-ready in their selected discipline or profession. Students who complete the degree are eligible for RG146 compliance with ASIC.

    The Graduate Certificate in Financial Planning provides students with the opportunities to obtain the educational and competency skills necessary to operate as leading financial planning professionals for the 21st Century. As this industry expands rapidly, the knowledge and skill levels required to be successful financial planners is expected to expand significantly.

    Students completing the course can elect to continue their studies by enrolling in the Master of Applied Finance.

    Flexible study options

    Our flexible learning environment allows students to study this course online  from anywhere in the world.  Subjects are taught using a range of blended learning techniques designed to facilitate communication and collaboration among students and academics. Online techniques include electronic readings and relevant study materials, online meetings and subject forums.

    Full-time and part-time study options are available to fit in with work and lifestyle commitments. Students can choose to study just one subject a session or, with approval, fast-track completion by studying up to four subjects a session.

  • Career opportunities

    CSU's Graduate Certificate in Financial Planning provides graduates with many exciting career opportunities in the financial services sector. Financial planners provide advice on investments, insurance retirement and life planning.

    Employment opportunities include:

    • banks
    • credit unions
    • mutual banks
    • insurance companies
    • financial planning firms
  • Professional recognition
    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 typeSession1Session2Session3Admission Code
    DirectDistance EducationBathurstFPPGYYYOBCF
    DirectDistance EducationBathurstFPOSYYYJBCF

    LEGEND
    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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