University of South Australia
Graduate Certificate in Financial Planning
- Delivery: Face to Face
- Study Level: Postgraduate
- Duration: 6 months
- Course Type: Graduate Certificate
This qualification is best suited to existing financial advisers who only need to study a selection of bridging courses to meet Treasury education requirements.
Course overview
The Graduate Certificate in Financial Planning consists of four advanced financial planning courses which can be completed in six months full-time (or part-time equivalent). The courses you’re required to complete will depend on the level of education you currently hold.
This qualification can also be used as a direct entry pathway into the FASEA-approved Master of Finance (Financial Planning) if you do not hold a prior qualification but have industry experience in a related financial services role.
Key facts
What you will study
This qualification comprises four courses:
Core courses
- Ethics and Professionalism
- Introduction to Financial Planning G OR an elective course
Electives
Choose two of the following:
- Marketing Management
- Accounting for Management M
- Corporate Finance
- Taxation
- Investment Management
- Financial Theory and Financial Markets
- Ethics, Governance and Sustainability
- Statistics for Data Science
- Economic Principles for Business
- Superannuation G
- Risk Management and Insurance G
- Applied Financial Planning G
- Personal Finance G
- Estate Planning G
- Financial Advice Regulatory and Legal Obligations
- Behavioural Finance Client and Consumer Behaviour
Entry requirements
Applicants are required to have one of the following:
- A completed bachelor's degree from a recognised higher education institution or equivalent.
- A completed graduate certificate or higher postgraduate qualification from a recognised higher education institution.
- A completed diploma or advanced diploma in a relevant field and two years of relevant professional experience; or a minimum of five years of relevant professional experience.
Recognition of Prior Learning
Credit transfer (study credit) is the formal recognition of your prior learning and previous work/life experience. It can be granted for specific courses (subjects) or for a block of courses where your previous qualification or experience has equivalent learning.
So, what counts as prior learning? It can be from one of the following providers:
- Recognised higher education provider.
- TAFE or other recognised VET provider.
- Professional body, enterprise, private educational institution, or other similar body.
- Work experience.
Contact the university for more information.
Outcomes
Career outcomes
Careers to consider include:
- Client relationship manager
- Estate planner
- Insurance broker
- Investment adviser or manager
- Qualified financial adviser or financial planner
- Superannuation consultant
- Wealth manager
Fees and FEE-HELP
Annual fee in 2025: $15,100 (domestic full-fee paying place)
The fee is based on 0.5 EFTSL (Equivalent Full-Time Study Load).
Student fees may vary in accordance with:
- The number of courses studied per year.
- The choice of major or specialisation.
- Choice of courses.
- Credit from previous study or work experience.
- Eligibility for government-funded loans.
Student fees shown are subject to change. Contact the university directly to confirm.
FEE-HELP loans are available to assist eligible full-fee paying domestic students with the cost of a university course.