Financial Planner Courses

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What does a Financial Planner do?

A Financial Planner offers professional advice to clients on how they might reach their financial goals. You might make recommendations based on your clients’ particular situation and you could come up with strategies to help them reach their objectives. A Financial Planner, or a Financial Planning Assistant, might specialise in a particular area such as investment strategies, superannuation development, tax minimisation or retirement planning.

Financial Planners should have good personal skills and be able to deal with a range of clients from individual customers to large or small businesses. It’s important that you are organised and can manage your time well. You’ll need a good understanding of financial systems and products and you should be able to communicate well with clients and understand their individual needs.

Financial Planner Courses

There are 8 courses available for people who want to become a Financial Planner.

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FAQs

How much does a Financial Planner earn?

In Australia, a full time Financial Planner generally earns $1,340 per week ($69,680 annual salary) before tax. This is a median figure for full-time employees and should be considered a guide only. As you gain more experience you can expect a potentially higher salary than people who are new to the industry.

What are the job opportunities for a Financial Planner?

This industry has seen a slight decrease in employment numbers in recent years. There are currently 24,100 people working as a Financial Planner in Australia compared to 24,900 five years ago. Financial Planners may find work across all regions of Australia.

Source: Australian Government Job Outlook 2020

How do I become a Financial Planner?

If you’re interested in working as a Financial Planner consider enrolling in a Certificate IV in Finance and Mortgage Broking. You could also consider a Diploma of Finance and Mortgage Broking Management or a Certificate IV in Bookkeeping.

Courses by Location

Learn more about Financial Planner courses in your area.

Job Pathways

Here are some potential career pathways within financial planning. Click on the occupation for information on the course you should enrol in to start your journey.

Sourced from The Australian Apprenticeships & Traineeships Information Service (aapathways.com.au) funded by the Australian Government Department of Education and Training and MySkills.gov.au.