Financial Planner Courses in Sydney
There are 14 courses available within the Sydney area for people who want to become a financial planner.
FNS40821
Online, On Campus
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Possible job outcomes:
Financial Advisor
Financial Planner
Credit Officer
Lending Officer
Mortgage Broker
Small Business Financial Advisor
Insurance Broker
Insurance Consultant
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:
Finance Broker
Insurance Consultant
Insurance Broker
Small Business Financial Advisor
Mortgage Broker
Lending Officer
Credit Officer
Financial Planner
Financial Advisor
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:
Financial Advisor
Financial Planner
Superannuation Consultant
Fund Manager
Investment Advisor
Small Business Financial Advisor
Stockbroker
Insurance Broker
Superannuation Specialist
Finance Broker
The University of Notre Dame’s (Australia) Bachelor of Financial Planning qualification (co-delivered by Mentor Education), has been designed for both experienced financial advisers and aspiring financial advisers, such as those transitioning from other industries such as teaching, nursing and policing as well as students who have recently graduated from Year 12 or equivalent.
This progressive and flexible Bachelor of Financial Planning degree is designed for those who are seeking a broad overview of the Financial Planning world, and allows you to select a number of specialist electives. The course draws units from ethics, insurance, superannuation, investments, aged care advice, technology advice platforms, practice management and intergenerational wealth..
Average duration: 24 months.
Online, On Campus
More info
Possible job outcomes:
Insurance Underwriter
Risk Advisor
Compliance Manager
Retirement Planner
.NET Developer
Investment Analyst
Business Development Officer
Client Relationship Manager
Estate Planner
Wealth Manager
Client Services Officer
Investment Advisor
Insurance Broker
Financial Planner
Superannuation Consultant
Compliance Officer
Business Development Manager
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 Planner
Fund Manager
Credit Manager
Banker
Finance Manager
Treasurer
Finance Director
The Graduate Certificate in Finance offers an introductory insight into finance theory and practice, catering especially to individuals from non-business backgrounds like science or arts who are working in or aiming to transition into finance and banking sectors. This course allows students to gain knowledge of finance theory and techniques relevant to advanced professional practice, providing a solid foundation for understanding the core aspects of financial operations and decision-making.
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Average duration: 6 months.
Online, On Campus
More info
Possible job outcomes:
Investment Analyst
Finance Manager
Banker
Risk Analyst
Asset Manager
Financial Analyst
Financial Planner
Financial Advisor
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:
Financial Planner
Public Servant
Compliance Officer
Investment Advisor
Legal Administrator
Financial Analyst
Business Manager
Finance Broker
Law Clerk
Policy Adviser
Business Administrator
Accountant
Company Secretary
Compliance Specialist
Tax Adviser
Contract Manager
Settlement Agent
The Bachelor of Commerce (Business Law) delves into the legal frameworks governing business operations. Students cultivate essential analytical skills and discern when specialist legal advice is paramount. Grounded in pragmatic issues, this course underscores common legal challenges in business, offering a comprehensive understanding of law's influence on business practices. Key areas explored include corporate law, banking, taxation, insolvency, employment, trade practices, and consumer law, preparing students for adept navigation of business's legal landscape..
Average duration: 3 years.
Online, On Campus
More info
Possible job outcomes:
Manager of Corporate Services
Management Consultant
Human Resources Manager
Marketing Manager
Financial Planner
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:
Financial Analyst
Stockbroker
Insurance Broker
Fund Manager
Agribusiness Manager
Financial Controller
Auditor
Auditor
Financial Planner
Systems Analyst
Human Resources Manager
Brand Manager
Product Manager
Project Manager
Policy Adviser
Market Researcher
Business Analyst
Advertising Executive
Management Consultant
Data Analyst
Import/Export Manager
Paraplanner
Finance Manager
Economist
Event Manager
Data Scientist
Banker
Business Architect
Human Resources Consultant
Business Adviser
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:
Investment Banker
Risk Manager
Risk Analyst
Financial Advisor
Financial Planner
Investment Advisor
Fund Manager
Financial Analyst
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 Sydney, you may want to consider completing the Bachelor of Business (Finance). This qualification will equip you with the skills and knowledge necessary for a career in this industry.
Are there training providers in Sydney?
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 Sydney area that provides financial planner training. This campus is 9999km away from the center of Sydney. 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.