In this course you will develop the capacity to identify, analyse and resolve general problems relating to professional practice in Financial Planning. The course is designed for current financial planners seeking greater depth of knowledge in foundation and applied areas of Financial Planning. The course contains considerable flexibility and may be configured to include the three "bridging units" required for practice in Financial Planning. The course is orientated to the educational standards required in the industry. Upon graduation you will be able to enrol with advanced standing into the Graduate Diploma of Financial Planning or the Master of Financial Planning.
Support roles within the Financial Planning industry. Graduates of the Graduate Certificate in Financial Planning may enroll in the Graduate Diploma of Financial Planning to attain full accreditation in Financial Planning for practice as a Financial Planner or Estate Planner.
|Duration||0.5 years full-time or 1 years part-time|
|Credit Points that Must be Earned||24|
|Number of Units Required||CQUniversity uses the concept of credits to express the amount of study required for a particular course and individual units. The number of units varies between courses. Units in postgraduate courses normally consist of 6 points of credit or multiples thereof (e.g. 12, 18, 24).|
|Expected Hours of Study||One point of credit is equivalent to an expectation of approximately two hours of student work per week in a term.|
|Course Type||Postgraduate Award|
|Qualification (post nominal)||GradCertFinPlan|
|AQF Level||Level 8: Graduate Certificate|
Tertiary Admission Centre Codes (TAC) Codes
To be eligible for entry into this course, applicants must demonstrate one of the following:
1. A completed Australian Bachelor degree, or equivalent qualification, in any discipline from a recognised tertiary institution OR
2. A completed Diploma of Financial Planning, or equivalent, current registration as a certified practicing financial planner, and 5 years relevant work experience.
Advanced standing may be awarded to prospective students who have additional relevant experience in financial planning industry and who may have completed formal and informal training. Advanced standing will be considered in accordance with Australian Qualifications Framework (AQF) guidelines and CQUniversity policies.
Previous studies in Accounting, Business, Commerce, Finance, Financial Planning, Property would be useful.
|Interim Awards||Not applicable|
|Exit Awards||Not applicable|
This course is part of a set of postgraduate Financial Planning courses that are currently accredited with the Financial Planning Education Council (FPEC).
|Learned Society Accreditation||Not applicable|
No Residential School for this course.
|Year||Number of Students|
Please note that in some instances there may be similarities between course, entry and inherent requirements.
If you experience difficulties meeting these requirements, reasonable adjustments may be made upon contacting email@example.com. Adjustment must not compromise the academic integrity of the degree or course chosen at CQUniversity or the legal requirements of field education.
|Course Learning Outcomes|
|Australian Qualifications Framework Descriptors||1||2||3||4||5|
|1. KNOWLEDGE Have specialised knowledge within a systematic and coherent body of knowledge that may include the acquisition and application of knowledge and skills in a new or existing discipline or professional area|
|2. SKILLS Have cognitive skills to review,analyse, consolidate and synthesise knowledge and identify and provide solutions to complex problems|
|3. SKILLS Have cognitive skills to think critically and to generate and evaluate complex ideas|
|4. SKILLS Have specialised technical and creative skills in a field of highly skilled and/or professional practice|
|5. SKILLS Have communication skills to demonstrate an understanding of theoretical concepts|
|6. SKILLS Have communication skills to transfer complex knowledge and ideas to a variety of audiences|
|7. APPLICATION OF KNOWLEDGE & SKILLS Be able to make high level, independent judgements in a range of technical or management functions in varied specialised contexts|
|8. APPLICATION OF KNOWLEDGE & SKILLS Be able to initiate, plan, implement and evaluate broad functions within varied specialised technical and/or creative contexts|
|9. APPLICATION OF KNOWLEDGE & SKILL Be responsible and accountable for personal outputs and all aspects of the work or function of others within broad parameters|
|Number of units: 4||Total credit points: 24|
Students who enrol in order to complete the bridging and capstone units must complete FINC20029, Financial Advice and Corporations Law, FINC20030, Behavioural Finance, FINC20031, Ethical Financial Planning Practice and FINC20024, Professional Advice Project. Students wishing to pursue these units should contact a Student Advisor or the Head of Course before finalising their enrolment.
|Students must complete the following compulsory units:|
|FINC20031||Ethical Financial Planning Practice|
|Students must complete 2 from the following units:|
|FINC20029||Financial Advice and Corporations Law|
|FINC20026||Superannuation and Wealth Planning|
|LAWS20060||Taxation Law of Australia|
|FINC20028||Risk Management and Insurance|
|FINC20027||Retirement and Estate Planning|
|FINC20024||Professional Advice Project|