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For experienced advisers holding a related degree, the Graduate Certificate in Financial Planning provides an opportunity to meet the new regulatory requirements and advance knowledge in areas such as finance, leadership, consumer behaviour and more. A choice of electives is packaged with the Financial Adviser Standards (FAS) bridging courses into a program of study.Griffith University offers a range of flexible delivery modes including on campus and online. Find out more about our Financial Planning programs.

Whether you’re looking for a stepping stone into finance, or need to meet requirements for your existing work in the field, this certificate is your key to confidence in foundation-level knowledge required for financial planning roles. 

Graduate Certificate in Financial Planning

Business Finance

Personal Finance

Introduction to Financial Planning

Financial Planning 1

Financial Planning

Superannuation

Estate Planning

Advanced Estate Planning

Applied Financial Planning

Risk Management and Insurance

Develop the skills required to make sound investment and financing decisions – either for yourself or for a business. You’ll cover topics such as bonds and shares, capital budgeting, cash flow and valuation, and interest rate principles. Although a significant component of the course involves working with numbers, you do not need a high level of mathematics and statistics skills. However, you are expected to be proficient with Microsoft Excel. UniSA Online’s 10-week short courses give you the flexibility to upskill in a certain area, stay current with developments in your field, diversify your knowledge, or even explore a new direction in your career – without having to commit to the time and cost of a full university degree.  This is a second-year course from UniSA Online’s Financial Planning degree. When studying this course as a &quot;single subject&quot;, prior knowledge from ACCT 1011, MATH 1075 or equivalent will support your success.Delivered 100% online, you’ll be able to study where and when it suits you. Access online academic and student support seven days a week, fit study around work and life commitments, view learning resources 24/7, and log in to the interactive online environment anywhere, any time and on any device. Should your course have an exam it will be scheduled for Australian Central Standard Time or Australian Central Daylight Time, depending on the time of the year.

Bring your Excel skills to this course on investing. You’ll look into topics including shares, interest rates, and more. Learn to evaluate investment decisions and expand your financial planning toolkit.

Personal Finance focuses on the idea of personal financial planning as a process; one that evolves over time to improve personal financial outcomes as you progress through different stages in your life. This course takes a holistic examination of the financial decisions we all face on a daily basis. You’ll explore personal budgeting decisions, income tax obligations, insurance cover, loans and other forms of consumer debt, and investment decisions. You’ll gain hands-on experience using a set of financial tools that deal with current and future personal cash flows; budgeting, forecasting and planning; borrowing decisions; calculating the effective cost of debt alternatives; and investment and portfolio decisions. UniSA Online’s 10-week short courses give you the flexibility to upskill in a certain area, stay current with developments in your field, diversify your knowledge, or even explore a new direction in your career – without having to commit to the time and cost of a full university degree. This is a first-year course from UniSA Online’s Bachelor of Business (Financial Planning) degree.Delivered 100% online, you’ll be able to study where and when it suits you. Access online academic and student support seven days a week, fit study around work and life commitments, view learning resources 24/7, and log in to the interactive online environment anywhere, any time and on any device.Should your course have an exam it will be scheduled for Australian Central Standard Time or Australian Central Daylight Time, depending on the time of the year.

Take control of your personal finances. Cover statements, budgeting, taxes, insurance, and even how to make decisions in borrowing, investments and credit. Get hands-on experience with financial tools to manage your wealth. 

This subject provides students with a broad overview of personal financial advice and the role of financial advisers in a dynamic environment. Students apply the knowledge and skills covered in this subject to discussions of contemporary issues, such as ethics, regulation, technology and government policy, and authentic financial planning tasks. Students should not enrol in this subject if they have previously completed 2200AFE: Financial Planning 1 at Griffith University.

An introduction to the processes, rules, and issues relevant to financial advisers. You’ll cover important skills and strategies that form the basis for personal financial advice. Learn to provide tailored and ethical advice to clients.

This subject advances student knowledge and skills in estate planning, from the regulatory environment, including the legal and tax implications of ownership structures in the management and transfer of assets, through to strategies to manage the client-professional relationship in the face of difficult circumstances including family breakdown, bankruptcy and the loss of a loved one. Prerequisites: AFE122 Financial Planning 1 (required) and AFE227 Superannuation and Retirement (recommended). Students should not enrol in this subject if they have previously completed 3219AFE: Estate Planning at Griffith University.

Effective estate planning requires a sound knowledge of certain legal principles related to what constitutes a client&#39;s legal estate as well as an intimate understanding of the client&#39;s objectives and succession aims. Explore the laws governing estate planning in Australia, the estate planning process, and the regulatory environment you’ll be operating in. You’ll cover a broad range of topics such as the role of trusts, social security implications, declining capacity and aged care, claims on the estate, and endurance of client capital. UniSA Online’s 10-week short courses give you the flexibility to upskill in a certain area, stay current with developments in your field, diversify your knowledge, or even explore a new direction in your career – without having to commit to the time and cost of a full university degree.  This is a third-year course from UniSA Online’s Bachelor of Business (Financial Planning degree). When studying this course as a &quot;single subject&quot;, prior knowledge from COML 2020, BANK 2011 or equivalent will support your success.Delivered 100% online, you’ll be able to study where and when it suits you. Access online academic and student support seven days a week, fit study around work and life commitments, view learning resources 24/7, and log in to the interactive online environment anywhere, any time and on any device. Should your course have an exam it will be scheduled for Australian Central Standard Time or Australian Central Daylight Time, depending on the time of the year.

Superannuation advice and strategies are a fundamental component of most financial plans in Australia. Clients are often bewildered by superannuation laws, taxes and strategies. Mastering your understanding of superannuation will enable you to explain these concepts to your clients – this is a key component of your success as a financial adviser. This course will provide you with a comprehensive overview of the role of the superannuation system, the regulation of superannuation funds, how superannuation is taxed, contribution types, self-managed superannuation funds, preservation of benefits and conditions of release, types of benefits, retirement strategies, and superannuation death benefits. UniSA Online’s 10-week short courses give you the flexibility to up-skill in a certain area, stay current with developments in your field, diversify your knowledge, or even explore a new direction in your career – without having to commit to the time and cost of a full university degree.  This is a third-year course from UniSA Online’s Bachelor of Business (Financial Planning) degree. When studying this course as a &quot;single subject&quot;, prior knowledge from COML 2020, BANK 2011 or equivalent will support your success.Delivered 100% online, you’ll be able to study where and when it suits you. Access online academic and student support seven days a week, fit study around work and life commitments, view learning resources 24/7, and log in to the interactive online environment anywhere, any time and on any device. Should your course have an exam it will be scheduled for Australian Central Standard Time or Australian Central Daylight Time, depending on the time of the year.

Investigate the role insurance plays in the financial planning process. Study risk management and learn how it may reduce the financial impact which may result from catastrophic events. Both risk management and insurance are complex topics that span a broad set of concepts, ideas, theory, and practical applications.  The focus of this course will be on defining risk, identifying risks that are insurable, and outlining the most appropriate forms of insurance for any given set of insurable risks. Learn about the relevant laws and regulations that dictate both the form and preparation of financial advice on insurance products. UniSA Online’s 10-week short courses give you the flexibility to up-skill in a certain area, stay current with developments in your field, diversify your knowledge, or even explore a new direction in your career – without having to commit to the time and cost of a full university degree.  This is a third-year course from UniSA Online’s Bachelor of Business (Financial Planning degree). When studying this course as a &quot;single subject&quot;, prior knowledge from COML 2020, BANK 2011 or equivalent will support your success.Delivered 100% online, you’ll be able to study where and when it suits you. Access online academic and student support seven days a week, fit study around work and life commitments, view learning resources 24/7, and log in to the interactive online environment anywhere, any time and on any device. Should your course have an exam it will be scheduled for Australian Central Standard Time or Australian Central Daylight Time, depending on the time of the year.

A corporation’s accountability extends beyond financial disclosures to shareholders – it has responsibilities that are much broader than merely generating shareholder wealth. Stakeholders are groups that are affected by and can affect corporations. Sustainability Accounting and Reporting is a mechanism used by corporations to keep them accountable to stakeholders when it comes to their social and environmental impacts. In this course, you’ll cover fundamental concepts of corporate sustainability and will explore how sustainable development issues influence company accounting and reporting practices. You’ll also learn contemporary approaches and techniques to account for a company’s social, economic, and environmental impacts. UniSA Online’s 10-week short courses give you the flexibility to up-skill in a certain area, stay current with developments in your field, diversify your knowledge, or even explore a new direction in your career – without having to commit to the time and cost of a full university degree.  This is a third-year course from UniSA Online’s Bachelor of Business (Financial Planning degree). When studying this course as a &quot;single subject&quot;, prior knowledge from BANK 2011 or equivalent will support your success.Delivered 100% online, you’ll be able to study where and when it suits you. Access online academic and student support seven days a week, fit study around work and life commitments, view learning resources 24/7, and log in to the interactive online environment anywhere, any time and on any device. Should your course have an exam it will be scheduled for Australian Central Standard Time or Australian Central Daylight Time, depending on the time of the year.

Learn about the financial planning industry, its regulatory and ethical requirements, and the techniques and products associated with offering personal investment and financial planning advice. This course requires you to apply various analytical techniques and skills to a range of financial issues which apply to the personal investor.  This area of finance is very dynamic in nature, with much of the evolution of the financial planning industry in Australia driven by government regulation and dis(incentives). As a result, the financial and investment applications developed in this course are based on various taxation incentives or social security exemptions currently available. Throughout your studies, you’ll learn the general principles that financial planners and investors should be aware of, rather than specific taxation/social security issues. UniSA Online’s 10-week short courses give you the flexibility to upskill in a certain area, stay current with developments in your field, diversify your knowledge, or even explore a new direction in your career – without having to commit to the time and cost of a full university degree.  This is a second-year course from UniSA Online’s Financial Planning degree. When studying this course as a &quot;single subject&quot;, prior knowledge from ACCT 1011 or equivalent will support your success.Delivered 100% online, you’ll be able to study where and when it suits you. Access online academic and student support seven days a week, fit study around work and life commitments, view learning resources 24/7, and log in to the interactive online environment anywhere, any time and on any device. Should your course have an exam it will be scheduled for Australian Central Standard Time or Australian Central Daylight Time, depending on the time of the year.

A strong and detailed understanding of professional ethics is essential for a career in accounting and financial advice. This subject will equip you with the essential knowledge you need to make ethical decisions and give you skills to help you stand tall in your profession. You will explore the major normative theories of ethics and deepen your understanding of ethical decision-making and reflective practice. By examining and discussing descriptive theories of ethics, you will gain insight into influences on ethical decision-making, including cognitive biases. You will investigate concepts of professions and professionalism, and analyse, compare and contrast the roles and contents of professional body codes.

Dive into ethics in the world of accounting and financial advice. Learn the major theories of ethics and investigate professionalism in the field. 

Professional Ethics

Financial planning Courses & Degrees | Open Universities Australia

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