Tailor your qualification and select bridging courses specifically outlined in FASEA’s education requirements including ethics and professionalism, financial advice regulatory and legal obligations, and behavioural finance: client and consumer behaviour.
Choose a qualification that best suits existing financial advisers seeking a bridging program; or those who are seeking a pathway into UniSA Online’s Graduate Diploma and UniSA’s Masters of Finance (Financial Planning) degree (offered through UniSA Business).
Study up to four advanced financial planning courses and choose electives in areas such as investment management, regulatory and legal obligations, estate planning, risk management and insurance, superannuation, and tax.
Study 100% online and complete your degree in six months full-time, or part-time equivalent.
Use your degree as a pathway into the Financial Planning Association of Australia’s (FPA) CFP® Certification Program.
UniSA Business is in the top one per cent worldwide* and has been awarded an overall five stars for excellence in the QS Stars Ratings 2019.
(*UniSA Business is one of just ten institutions in the country and 189 globally to be accredited by EQUIS, from a total pool of over 16,500 Business Schools worldwide, EFMD, February 2020.)
This qualification can serve as a bridging program for existing financial advisers who already hold an approved or relevant qualification and are only required to study a selection of remaining courses to meet education requirements.
Our program embeds core bridging courses that have been specifically outlined in FASEA’s education standards. These include ethics and professionalism, financial advice regulatory and legal obligations, and behavioural finance: client and consumer behaviour. Depending on your requirements, you may need to undertake one, or all, of these courses.
While FASEA has not approved graduate certificates from any education provider, the Standards Authority will formally recognise students who have successfully completed accredited courses within UniSA Online’s Graduate Certificate in Financial Planning. It’s an ideal study option if you’re looking to top up your education in a few select areas, without having to put life on hold or take time off work.
New entrant: A financial adviser listed on the Financial Adviser Register after 31 December 2018.
Existing adviser: Any person who provided financial advice between 1 January 2016 and 1 January 2019.
Relevant degree: 8 subjects at AQF 7,8 or 9 that contain at least 8 courses in one or more of the designated fields of study in any combination – financial planning, accounting, taxation law (as defined by the Tax Practitioners Board (TPB), finance law, finance, business law (as defined by the TPB), investment, estate law, banking, and economics.
What you'll learn
Our Graduate Certificate 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 have.
Depending on your individual requirements, you’ll study either one FASEA-approved bridging course (ethics and professionalism), or all three of the bridging courses outlined below, plus an additional elective (if this is required). Electives include topics such as investment management, regulatory and legal obligations, estate planning, risk management and insurance, superannuation, and tax.
Ethics and professionalism
Our ethics and professionalism course develops your understanding of the complexities and importance of ethical principles and corporate governance in a demanding global business environment. You’ll cover topics such as ethical factors influencing the performance of financial services, ethical decision-making models, as well as FASEA and the professional code of ethics.
Financial advice regulatory and legal obligations
The financial advice regulatory and legal obligations course equips you with the knowledge and practical skills required to comply with Australia’s financial services legal and regulatory regimes. You’ll analyse the law governing financial products and advice, financial licensing and the professional standards that apply to financial intermediaries.
Behavioural finance: client and consumer behaviour*
Understanding client behaviours and communication styles is critical for future financial advisers to build and maintain long-term relationships. You’ll learn to apply behavioural and psychological insights to better understand client needs and provide tailored advice for people with all levels of financial literacy.
*Students who intend to undertake the Graduate Diploma in Financial Planning should not choose behavioural finance: client and consumer behaviour as an elective in this program.
Why Graduate Certificate in Financial Planning
You’ll learn from expert academics who are current practising financial advisers themselves – including an award-winning academic who was named Financial Standard’s Power50 most influential financial advisers in Australia.* Your studies are enriched in so many ways as you’ll gain unique insights from professionals who know the ins and outs of the industry and understand the unique challenges and opportunities that financial advisers face today.
As one of the leading providers of accounting and finance education in Australia, your course content has been developed in conjunction with leading industry experts to ensure that what you learn is practical and relevant. Throughout your studies, you’ll have access to cutting-edge research associated with meeting client-specific needs in light of complex regulatory requirements.
Our Centre for Applied Finance and Economics provides multi-disciplinary research on the dynamics of domestic and global economies and financial systems, bringing together economists, accountants and finance specialists from a range of backgrounds.
Extend your network and career by connecting with a senior business professional as part of our Executive Partners Program. This is a unique opportunity for you to engage with a highly successful industry executive to enhance your studies and career. Our Executive Partners are active, semi-retired or recently retired professionals who have a wealth of knowledge and experience to help you achieve your career goals.
UniSA Business is the only business school in South Australia accredited by both AACSB International (The Association to Advance Collegiate Schools of Business) and EFMD (EQUIS) – the world’s leading accreditation bodies recognising excellence in business education and research at a global level. These dual accreditations demonstrate the high standards we hold across all areas such as teaching, student learning and research, as well as our commitment to continually improving the quality of our programs.
*UniSA Online Financial Planning academic, Geoff Pacecca was awarded the Financial Standard’s Power50 most Influential Financial Advisers in Australia, 2018.
Studying 100% online means you can engage with course materials at your own pace, whenever it suits you – there is no need to be online at a particular time. It’s flexible around your life so you can control your study schedule week by week. As a general rule, we recommend 10 to 15 hours of study a week for each course.
All assessments, including exams (if required), are 100% online, meaning you’ll never need to travel to submit an assignment or find an exam venue.
Some of your assessments may include:
an industry-relevant project
an online presentation
essays and reports