The Graduate Certificate in Financial Planning, UNSW Sydney, enhances your ability to build trusted relationships and provide sound financial guidance. Develop proficiency in financial markets, investments, insurance and more. Gain the skills and industry knowledge that are essential to your career development.
Graduates move toward a career in financial planning or further study to specialise in areas such as estate planning, investment, risk management and superannuation.
Why choose this graduate certificate?
The Graduate Certificate in Financial Planning is delivered in a combination of online and face-to-face courses to suit your work/life balance. In less than a year, gain an advanced skillset and the opportunity for professional recognition.
Depending on your career goals, you can choose to focus on core competencies such as personal financial planning and management, risk and insurance, and estate planning, succession and asset protection. You can choose course electives in topics including aged care planning and principles of Australian taxation law. See the program structure for detailed information.
Graduates are eligible to apply to the Master of Financial Planning, and courses completed in the Graduate Certificate are transferrable to the Master’s degree.
Particular courses are set according to the Australian Securities and Investment Commission's Regulatory Guidelines 146. Students are assessed on AQF Level 9, Tax Agent Service Act (2009)/Tax Practitioners Board's Tax (Financial) Advisor requirements.
The skills and insights gained from your Graduate Certificate in Financial Planning can have an immediate positive effect on your career. Your education is shaped by industry leaders and world class academics – experts who recognise the future will present career opportunities that don’t exist today - and your potential professional network extends to more than 90,000 Business School alumni worldwide.
Who is this degree for?
- Current or aspiring personal finance advisors who seek to develop knowledge or upskill in investment, financial planning, risk management and taxation
- Professionals who seek a pathway into the Master of Financial Planning with relevant work experience and no bachelor’s degree qualification
Job and career prospects
This program provides the foundational knowledge to become a financial advisor. Depending on your course selection, it offers professional recognition from meeting the Australian Securities & Investment Commission (ASIC) RG146 Tier 1 requirements.
Why the Business School?
UNSW Business School is a leading business school in the Asia-Pacific. We rank 1st for Accounting and Finance in Australia, and within the top 50 worldwide. We are rated “Well above world standard” for Banking and Finance by the Excellence in Research Australia (ERA) government assessment. Read more about our rankings and reputation.
The Business School offers students a suite of professional development opportunities with Career Accelerator. With Career Accelerator you can build industry connections through networking and mentoring, and gain real-world experience through internships and global business practicums.