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.
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 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|
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|
|10. FOUNDATIONAL KNOWLEDGE sufficient to undertake qualifications|
|11. ACQUISITION AND APPLICATION of knowledge in new or existing disciplines or professional areas drawn from higher education units|
|12. FOUNDATIONAL SKILLS sufficient to undertake qualifications|
|13. ACQUISITION AND APPLICATION of skills in new or existing disciplines or professional areas drawn from higher education units|
|14. Course content drawn from higher education units|