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Financial Planner Courses in Victoria

A Financial Planner advises clients on achieving their financial goals, developing strategies for investments, superannuation, tax, and retirement.

How do I become a Financial Planner in Victoria?

Get qualified to work as a Financial Planner with a course recognised across Australia. Speak to a training provider to learn more.

Common questions

In Australia, a full time Financial Planner generally earns $2,200 per week ($114,400 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.

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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 Labour Market Insights

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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.

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Further reading

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Financial Planner careers

If you are looking to embark on a rewarding career in financial planning, you’ll find a variety of excellent Financial Planner courses in Victoria. With a total of 15 courses available, there are options for both beginners and experienced learners, catering to individuals at different stages of their professional journey. For those starting out, the Research and Develop Business Plans BSBESB401 course is an ideal choice to build foundational skills. This entry-level program is perfect for anyone with no prior experience in the field.

For professionals seeking to elevate their expertise, the advanced Graduate Diploma of Financial Planning and Master of Finance (Financial Planning) are just a couple of the many options tailored for experienced learners. These comprehensive courses are designed to enhance your knowledge and skills, preparing you for a variety of financial planning roles. With a strong emphasis on practical application, you’ll be well-equipped to succeed in the competitive financial sector.

In addition to the diverse range of courses, it's beneficial to explore the multiple career opportunities that arise from completing Financial Planner courses in Victoria. Graduates often pursue roles such as Financial Advisor, Superannuation Consultant, and Investment Advisor. Each of these positions demands a unique skill set, and further education can significantly boost your prospects in this dynamic field.

Moreover, students may find it advantageous to broaden their knowledge with related fields, such as Finance courses, Financial Planning, and Superannuation. Understanding the interconnectedness of these fields can enhance your value as a financial professional and enable you to better serve your clients in the bustling metropolitan area of Victoria.

Finally, for those contemplating their future in financial services, exploring the full array of Financial Planner courses in Victoria provides a clear pathway to achieving professional success. Whether your interests lie in becoming a Finance Manager, Financial Analyst, or even a Wealth Manager, the educational resources available in Victoria will support you in every step of your journey. Begin your career today and join the many who have found satisfaction in the field of financial planning.