Financial Planner Courses in Melbourne
There are 16 courses available within the Melbourne area for people who want to become a financial planner.
FNS40821
Online, On Campus
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Possible job outcomes:
Insurance Broker
Insurance Consultant
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 Consultant
Insurance Broker
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:
Investment Advisor
Financial Planner
Financial Advisor
Risk Advisor
The Master of Finance (Financial Planning) delivers a profound understanding of strategies and tools essential for effective financial advisement. This course covers comprehensive financial analysis, wealth management, and retirement planning, ensuring students are equipped to guide individuals and institutions towards fiscal stability. Graduates will be adept at crafting tailored financial roadmaps, ensuring long-term prosperity. This course is crafted for those who aspire to excel in the nuanced realm of financial planning and advisement.
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Average duration: 24 months.
Online, On Campus
More info
Possible job outcomes:
Finance Consultant
Wealth Manager
Financial Advisor
Financial Planner
Financial Analyst
Paraplanner
The Bachelor of Commerce (Financial Planning) equips students with the skills essential for personal financial goal achievement and professional advisory roles. This course delves into critical financial facets such as retirement, taxation, investment, and estate planning. By blending theoretical underpinnings with practical applications, graduates are prepared to craft sound financial strategies and provide informed advice..
Average duration: 3 years.
Online, On Campus
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Possible job outcomes:
Financial Analyst
Financial Planner
Financial Advisor
Risk Analyst
Banker
Finance Manager
Asset Manager
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
More info
Possible job outcomes:
IT Consultant
Business Analyst
Business Consultant
E-Commerce Specialist
Senior Manager
Tax Consultant
Market Analyst
Financial Planner
Investment Advisor
Software Developer
The Master of Professional Accounting (Financial Planning) is structured to instil students with the proficiency required to excel in financial planning roles. Students will delve into key aspects including wealth management, investment strategies, and financial product analysis. Through understanding the principles of financial planning integrated with accounting, students will be equipped to devise sound financial strategies and guide fiscal decision-making. This course lays the groundwork for a career marked by foresight and adept financial stewardship in both personal and corporate settings..
Average duration: 24 months.
Online, On Campus
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Possible job outcomes:
Human Resources Manager
Marketing Manager
Financial Planner
Manager of Corporate Services
Management Consultant
The Master of Business Administration (International) facilitates real-world business experiences through global internship opportunities and work-integrated learning projects. Students gain valuable insights working on international business challenges, benefitting from the guidance of expert academics. The course instils a deep understanding of teamwork, sustainability, and globalisation, encouraging ethical and responsible decision-making with a focus on both profitability and environmental stewardship. It equips with the skills to excel in a diverse professional community and foster sustainable business practices globally..
Average duration: 18 months.
Online, On Campus
More info
Possible job outcomes:
Business Analyst
Market Researcher
Management Consultant
Advertising Executive
Human Resources Consultant
Data Scientist
Banker
Finance Manager
Economist
Policy Adviser
Business Adviser
Business Architect
Financial Analyst
Agribusiness Manager
Stockbroker
Insurance Broker
Data Analyst
Import/Export Manager
Paraplanner
Financial Controller
Auditor
Auditor
Event Manager
Fund Manager
Financial Planner
Systems Analyst
Human Resources Manager
Brand Manager
Product Manager
Project Manager
The Bachelor of Business (Business Analytics) centers on data collection, analysis, and interpretation to inform strategic decisions in organizations. Students will acquire skills in statistical methods, Structured Query Language (SQL), and data management. This course also covers vital aspects like data confidentiality and security, financial and economic modeling, and measuring marketing effectiveness. It prepares students to excel in the era of big data, providing them with the tools to make data-driven decisions across various business areas..
Average duration: 3 years.
Online, On Campus
More info
Possible job outcomes:
Financial Planner
Fund Manager
Tax Accountant
Financial Analyst
Management Accountant
The Bachelor of Business (Banking and Finance) offers an in-depth look at the rapidly evolving fields of banking and finance. It covers activities of banks and financial institutions worldwide. Students gain essential skills for evaluating the financial requirements of both companies and individuals, and learn how to match these needs with appropriate financial products. The degree provides a solid foundation for understanding key concepts in banking and finance, preparing students for a range of roles in these interconnected sectors..
Average duration: 3 years.
Online, On Campus
More info
Possible job outcomes:
Risk Analyst
Investment Banker
Risk Manager
Financial Analyst
Investment Advisor
Fund Manager
Financial Planner
Financial Advisor
The Bachelor of Business (Financial Planning) offers an extensive understanding of crafting financial strategies tailored to individual client needs and risk profiles. This course covers investment, taxation, retirement, and estate planning. It also delves into market theories, securities assessment, and client-advising techniques within regulatory frameworks. Advanced technology such as Bloomberg terminals is used for real-time financial market analysis and research. Upon completion, graduates will be proficient in both advising techniques and technology-assisted analysis, prepared for various financial planning roles..
Average duration: 3 years.
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Frequently Asked Questions
How can I become a financial planner?
To become a financial planner in Melbourne, you may want to consider completing the Bachelor of Business (Financial Planning). This qualification will equip you with the skills and knowledge necessary for a career in this industry.
Are there training providers in Melbourne?
You can train to become a financial planner 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 Melbourne area that provides financial planner training. This campus is 9999km away from the center of Melbourne. You can also study a financial planner 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.