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CL67 - Graduate Certificate in Financial Planning


Course Overview

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 and persons moving into financial planning from other disciplines. In the course you will take specific studies in the Financial Planning field and develop core knowledge and skills in relation to the theory and practice of financial planning, superannuation, retirement and investment planning, insurance and risk management, estate and taxation 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.

Career Information

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.

Course Details
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 8 points of credit or multiples thereof (e.g. 8, 16, 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

Admission Codes

Domestic Students
Tertiary Admission Centre Codes (TAC) Codes
Not Applicable
International Students
Not Applicable
Where and when can I start?
Units offered internally at the below campuses may be delivered using a combination of face-to-face and video conferencing style teaching.
Units offered via MIX mode are delivered online and require compulsory attendance of site-specific learning activities such as on-campus residential schools, placements and/or work integrated learning. See Course Features tab for further information. Online units are delivered using online resources only.
Please Click Here for more information.
The following tables list the courses availabilities by location and term. Directing your pointer over your preferred location will provide further information if this course is not available for the full duration. Please be sure to also check individual unit availability by location and term prior to enrolling.

Domestic Availability

Term 2 - 2020


Term 1 - 2020


Term 2 - 2019


Term 1 - 2019

Please note that this course is only available for full time study for 2019.
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International Availability

Term 2 - 2020


Term 1 - 2020


Term 2 - 2019

Sorry, no international availabilities found.

Term 1 - 2019

Please note that this course is only available for full time study for 2019.
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For any problems regarding admissions availability for the selected course please contact 13 CQUni (13 27 86) or send us an email at
What do I need to start?
Entry Scores
Entry scores are not available, please contact the Student Advice Team for more information
Entry Requirements

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.

Security Requirements
No information available at this time
Health Requirements
No information available at this time
Assumed Knowledge

Previous studies in Accounting, Business, Commerce, Finance, Financial Planning, Property would be useful.

Fees and Charges
Course Features

Awards and Accreditation

Interim Awards Not applicable
Exit Awards Not applicable
Professional Accreditation This course is not accredited with the Financial Planning industry. Graduates of this course who wish to pursue professional accreditation should consider enroling in the Graduate Diploma of Financial Planning which is the minimum requirement for an accredited course.
Learned Society Accreditation Not applicable

Residential School Requirements

No Residential School for this course.

Practicum/Work Placement

Not applicable

Predicted Enrolments

Year Number of Students
First Year 40
Second year 70
Third Year 100
Core Learning Outcomes
  • 1. Articulate the theory and advanced practice of some aspects of financial planning
  • 2. Critically apply some aspects of advanced financial planning theory
  • 3. Identify and respond to ethical issues in professional financial planning practice
  • 4. Effectively communicate in a range of academic, non-specialist and professional contexts
  • 5. Learn and work independently and collaboratively as a basis for self-managed lifelong learning.
  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
Course Structure

In order to complete this course, you must:

  1. Complete the core structure
More Details
There is no additional information for this course.