Financial Advisor Courses in Perth
There are 13 courses available within the Perth area for people who want to become a financial advisor.
FNS40821
Online, On Campus
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Possible job outcomes:
Insurance Consultant
Insurance Broker
Small Business Financial Advisor
Lending Officer
Mortgage Broker
Credit Officer
Financial Planner
Financial Advisor
Become a professional mortgage broker with the FNS40821 Certificate IV in Finance and Mortgage Broking. This nationally recognised qualification meets the ASIC licensing requirements for mortgage brokers and will teach you how to identify your client’s needs and present them with range of broking options. The course also covers: professional practice and financial services code of conduct, preparing loan applications, developing knowledge of financial products and services, building client relationships, and more. Enquire now for entry requirements, ASIC licensing outcomes, and upcoming enrolment dates near you.
PLEASE NOTE: if you are wanting to become a licensed mortgage broker check with your course provider before enrolment to ensure you have selected the correct elective units..
Average duration: 6 months.
FNS50322
Online, On Campus
More info
Possible job outcomes:
Financial Advisor
Financial Planner
Credit Officer
Mortgage Broker
Lending Officer
Small Business Financial Advisor
Insurance Broker
Insurance Consultant
Finance Broker
Launch your career as a finance professional with the FNS50322 Diploma of Finance and Mortgage Broking Management. This nationally recognised diploma qualifies you for work as a mortgage broker, insurance broker, and relationship manager in the financial services industry. The course covers: identifying client needs, presenting credit options, understanding special financial circumstances, preparing loan applications, complying with legislation and industry codes of practice. Enquire now for the full list of entry requirements, finance broking career outcomes, and upcoming enrolment opportunities near you.
IMPORTANT: if you require an ASIC accreditation, please contact the training provider before enrolling to ensure you select the correct elective units..
Average duration: 6 months.
Online, On Campus
More info
Possible job outcomes:
Risk Analyst
Market Analyst
Portfolio Manager
Financial Advisor
Investment Banker
The Graduate Certificate in Commerce is tailored to impart formal qualifications in finance, accounting, or information systems, enhancing prospects for senior management or financial roles. This course focuses on developing specialist knowledge and skills in applied finance, professional accounting, and information systems. It enables students to think critically and make confident decisions, paving the way for career advancement. Ideal for those aiming to deepen their expertise in commerce, this certificate offers a strong foundation for professional growth.
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Average duration: 6 months.
Online, On Campus
More info
Possible job outcomes:
Client Services Officer
Compliance Manager
Risk Advisor
Financial Planner
Financial Advisor
Business Development Manager
Superannuation Consultant
Finance Manager
Paraplanner
The Master of Financial Planning delivers advanced knowledge and skills essential for a modern financial adviser's career. It covers both the practice and theory of financial planning, encompassing financial markets, investments, risk management, taxation, retirement and estate planning, and behavioural finance. This course equips students with a comprehensive understanding of the financial advising landscape, preparing them for successful careers in financial planning and advisory roles.
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Average duration: 18 months.
Online, On Campus
More info
Possible job outcomes:
Financial Advisor
Financial Planner
Wealth Manager
Retirement Planner
Risk Manager
The Graduate Diploma in Financial Planning enhances skills in investment, financial planning, and taxation, essential for a career in personal financial advisory. This course offers specialised knowledge in financial services, investments, insurance, and emphasises ethical and professional conduct. It boosts career prospects by providing relevant industry knowledge, improving relationship-building skills, and instilling confidence in delivering reliable financial advice. Students will develop capabilities in problem-solving and decision-making, crucial for effective financial planning.
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Average duration: 12 months.
Online, On Campus
More info
Possible job outcomes:
Investment Analyst
Wealth Manager
Risk Advisor
Investment Advisor
Financial Planner
Financial Advisor
The Graduate Certificate in Financial Planning is tailored for professionals seeking to enhance their expertise in investment, financial planning, and taxation, particularly for careers in personal financial advice. This course imparts knowledge about financial markets, financial products, financial planning strategies, and taxation law, crucial for personal financial management. It suits professionals without a bachelor's degree or those needing a bridging qualification to meet the Financial Planning Association's entry requirements, making it an essential step for advancing in the financial planning sector..
Average duration: 12 months.
Online, On Campus
More info
Possible job outcomes:
Financial Advisor
Financial Planner
Finance Manager
Financial Analyst
Asset Manager
Banker
Risk Analyst
Investment Analyst
The Bachelor of Commerce (Finance) delves into the essential concepts of finance. It covers areas such as financial instruments, markets, the intricate financial choices firms face, as well as investment strategies and risk management. Depending on selected electives, students may explore in-depth topics like portfolio construction, corporate valuation, and the dynamics of debt markets. This comprehensive course is meticulously designed to prepare students for esteemed roles in fields like financial management, financial consulting, investment banking, funds management, and stockbroking..
Average duration: 3 years.
Online, On Campus
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Possible job outcomes:
Applications Developer
Management Consultant
Accountant
Economist
Financial Advisor
Marketing Manager
Project Manager
The Bachelor of Commerce (Business Analytics) focuses on harnessing data to derive critical business insights, shaping both daily operations and long-term strategy. Students acquire skills essential for efficient resource allocation and informed decision-making. This course equips them to interpret vast data sets, offering valuable insights to businesses and governments. With the surge in data-driven business operations, there is a robust demand for professionals proficient in data analytics and business intelligence..
Average duration: 3 years.
Online, On Campus
More info
Possible job outcomes:
Business Development Manager
Project Administrator
Project Manager
Operations Manager
Marketing Manager
Chief Executive Officer (CEO)
Financial Advisor
Management Consultant
Marketer
Business Consultant
Program Manager
Project Officer
Market Research Analyst
Investment Banker
Management Analyst
Project Scheduler
Project Support Officer
The Master of Business Administration (Project Management) is structured to furnish students with pivotal skills needed in overseeing projects from initiation to completion. This course encompasses vital areas such as resource allocation, risk management, and stakeholder communication, preparing students to lead projects to success efficiently. Through a grounded understanding of project management principles, students will be well-equipped to navigate the complexities of various projects, ensuring timely and within-budget delivery while meeting specified objectives.
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Average duration: 24 months.
Online, On Campus
More info
Possible job outcomes:
Entrepreneur
Business Consultant
Management Consultant
Financial Advisor
Human Resources Director
Marketing Manager
Operations Manager
Business Development Manager
The Master of Business Administration (Human Resource Management) facilitates eligibility for professional accreditation with the Australian Human Resources Institute (AHRI). This course prepares students to excel in the field of human resource management, focusing on strategic and contextual approaches to vital functional areas, with the ultimate goal of bolstering organisations for the benefit of all stakeholders. It lays a robust foundation for a successful career in employment relations..
Average duration: 24 months.
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Frequently Asked Questions
How can I become a financial advisor?
To become a financial advisor in Perth, you may want to consider completing the Bachelor of Commerce (Finance). This qualification will equip you with the skills and knowledge necessary for a career in this industry.
Are there training providers in Perth?
You can train to become a financial advisor by completing a qualification with Entry Education (established in 2016) or Institute of Strategic Management (established in 2009). Find a course provider near you. Once you make an enquiry, a course advisor will get in touch to discuss your study options and course fees.
What study modes are available?
There is one campus within the Perth area that provides financial advisor training. This campus is 9999km away from the center of Perth. You can also study a financial advisor course through online learning. Find a course provider that best suits your needs.
Job Pathways
Here are some potential career pathways within financial planning and superannuation. Click on an occupation to learn more about the role and the qualifications that can help you get started in this industry.