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Learn to grow the wealth of others while you grow your own career. Become a master in planning for the ultimate financial success of your clients – from superannuation to retirement, investment, tax advice and more.

Revisit the financial planning essentials, then go deeper into economic and regulatory factors. You’ll cover insurance, estate planning, taxation, and more. Grow your professional capacity. Manage your clients with confidence.

Refresh your financial planning foundational skills. You’ll revisit superannuation, insurance, investments, and more. Learn to manage and strengthen your client relationships. Build trust. Reflect on ethical principles.

Study to start your financial services career or meet new regulatory requirements within your current role. Understand business law, consumer psychology and financial markets. Explore electives in taxation, risk management and investment planning.

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.