Invest in your education
Study at a Business School in the global top 1%. Of the 13,670 schools offering business degree programs worldwide, QUT is one of only three Australian business schools to be awarded triple international accreditation.
Program overview
- Learn the latest processes, concepts, and techniques in financial planning.
- Build expertise in the fields of taxation, cash flow modelling, superannuation, insurance, and investment planning to suit a diverse range of clients and contexts.
- Develop digital competencies and in-demand transferable skills in leadership, effective communication, problem-solving, critical thinking, and ethical awareness.
- Be taught by expert academics and industry leaders who bring valuable real-world experience to the classroom.
- Strengthen your confidence and be fully prepared for the Financial Adviser Exam with access to many exam preparation resources and workshops.
- Fulfil the legislative educational standards, the first step towards being properly authorised to provide financial advice to retail clients.*
- Meet the requirements for membership of Financial Advice Association of Australia (FAAA).
- Extend your studies by continuing into a Master of Business once you’ve completed your graduate certificate.
- Complete online or on campus in six months full-time or one year part-time.
- QUT Business School has been ranked number 1 in Queensland and number 3 in Australia for postgraduate studies in AFR’s BOSS Best Business School 2022 rankings.
Program overview
- Learn the latest processes, concepts, and techniques in financial planning.
- Build expertise in the fields of taxation, cash flow modelling, superannuation, insurance, and investment planning to suit a diverse range of clients and contexts.
- Develop digital competencies and in-demand transferable skills in leadership, effective communication, problem-solving, critical thinking, and ethical awareness.
- Be taught by expert academics and industry leaders who bring valuable real-world experience to the classroom.
- Strengthen your confidence and be fully prepared for the Financial Adviser Exam with access to many exam preparation resources and workshops.
- Fulfil the legislative educational standards, the first step towards being properly authorised to provide financial advice to retail clients.*
- Meet the requirements for membership of Financial Advice Association of Australia (FAAA).
- Extend your studies by continuing into a Master of Business once you’ve completed your graduate certificate.
- Complete online or on campus in six months full-time or one year part-time.
- QUT Business School has been ranked number 1 in Queensland and number 3 in Australia for postgraduate studies in AFR’s BOSS Best Business School 2022 rankings.
Explore this course
Our Graduate Certificate in Business (Financial Planning) program is best suited to existing financial advisers who need to complete one or more bridging courses to meet the Financial Advisor Standards (FAS), education requirements.
The three FAS approved bridging units are:
- Financial Planning Principles and Regulation
- Ethics and Professional Relationships
- Client Management - Financial Planning (Capstone)
Taught by industry leaders and expert academics, our program is designed to equip you with the knowledge, skills, and expertise you need to excel as a financial adviser.
In this course, you will learn about the key financial planning processes, concepts, issues, ethical requirements, laws, and regulations applicable to financial services in Australia.
You will also develop a comprehensive understanding of a range of financial planning areas, including investment and asset allocation strategies, tax planning, insurance and risk management considerations, and superannuation and retirement planning.
If you want to expand your real-world financial planning knowledge and skills, you can further your studies with our Master of Business.
Careers and outcomes
Financial planning is a dynamic and broad industry that offers many career opportunities in financial advising, wealth creation, investment management, insurance planning, estate planning, debt resolution and risk management.
Professional recognition
This program includes three FAS approved bridging units. Graduates of this program also meet the requirements for membership with the Financial Advice Association of Australia (FAAA).
Possible careers
- Estate planner
- Financial advisor
- Financial planner
- Insurance advisor
- Investment manager
- Retirement benefits specialist
- Superannuation advisor
- Wealth manager
Students are required to complete 4 units (48 credit points). The course can be undertaken either full-time (1 semester) or part-time (2 semesters).
Students are required to complete 4 units (48 credit points). The course can be undertaken either full-time (1 semester).
- Course code
- BS39
- CRICOS code
- 031769E
-
- Online
- Gardens Point
-
- Gardens Point
- 6 months full-time
- 1 - 2 years part-time
- 6 months full-time
- February and July
- February and July
Entry requirements
You must be currently registrated as a financial adviser on the ASIC Financial advisers register; and
You must have one of:
- A recognised bachelor degree (or higher qualification) in any discipline; or
- A recognised diploma (or higher qualification) in any discipline and at least two years full-time (or equivalent) professional work experience; or
- At least five years full-time (or equivalent) professional work experience.
Minimum academic requirements
Entry requirements
You must be current registration as a financial adviser on the ASIC Financial advisers register and a completed recognised bachelor degree (or higher qualification) in any discipline.
Minimum English language requirements
Select the country where you completed your studies to see a guide on meeting QUT’s English language requirements.
Your scores and prior qualifications in English-speaking countries are considered. Approved English-speaking countries are Australia, Canada, England, Ireland, New Zealand, Scotland, United States of America and Wales.
If your country or qualification is not listed, you can still apply for this course and we will assess your eligibility.
We accept English language proficiency scores from the following tests. Tests must be taken no more than 2 years prior to the QUT course commencement.
English Test | Overall | Listening | Reading | Writing | Speaking |
---|---|---|---|---|---|
PTE Academic/PTE Academic Online | 58 | 50 | 50 | 50 | 50 |
Cambridge English Score
You must share your results with QUT through the Candidate Results Online website. |
176 | 169 | 169 | 169 | 169 |
IELTS Academic / IELTS Online / IELTS One Skills Retake | 6.5 | 6 | 6 | 6 | 6 |
TOEFL iBT / Home / Paper | 79 | 16 | 16 | 21 | 18 |
Don't have the English language score you need? We can help!
We offer English language programs to improve your English and help you gain entry to this course.
When you apply for this course, we will recommend which English course you should enrol in.
Your actual fees may vary depending on which units you choose. We review fees annually, and they may be subject to increases.
2025 fees
2025: Available from July
2025 fees
2025: Available from July
2024 fees
2024: $16,300 per course (48 credit points)
2024 fees
2024: $18,400 per course (48 credit points)
Student services and amenities fees
You may need to pay student services and amenities (SA) fees as part of your course costs.
FEE-HELP: loans to help you pay for your course fees
You may not have to pay anything upfront if you're eligible for a FEE-HELP loan.
You can apply for scholarships to help you with study and living costs.
QUT Real World International Scholarship
A scholarship to cover tuition fees, with eligibility based on your prior academic achievements.
- Scholarship eligibility
- Academic performance
Keep up to date
QUT courses for you
Like to save your courses?
Please enter your first name and email so we can save your courses for you
Your saved courses
Your recently viewed courses
Email me a PDF copy of this course
Contact us
Speak to our Director of Studies to find out more about studying a Master of Business or Graduate Certificate in Business.