Search

Investment Advisor Courses

An Investment Advisor offers clients tailored investment advice, discussing financial goals and strategies while suggesting options like superannuation and shares.

AI Exposure

High More information

AI exposure data adapted from Felten, Raj & Seamans (2021). Shortage data sourced from Jobs and Skills Australia (2024).

Close

View all courses

How do I become a Investment Advisor

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

Master of Financial Planning

Estimated fee

From $37,600

Duration

18 months - 24 months

Study mode

Blended, Online

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.

Career opportunities

Estimated fee

From $37,600

Duration

18 months - 24 months

Study mode

Blended, Online

Find a provider

FNS60415

Advanced Diploma of Financial Planning

Estimated fee

Unknown

Duration

Unknown

Study mode

Online

An Advanced Diploma of Financial Planning is suitable for students seeking employment as a financial planner providing advice to clients on financial products and services within the ASIC licensing framework for the sector. This comprehensive course covers taxation planning, estate planning, advanced investment planning as well as general financial planning.

Career opportunities

Estimated fee

Unknown

Duration

Unknown

Study mode

Online

Find a provider

FNS60410

Advanced Diploma of Financial Planning

Estimated fee

Unknown

Duration

Unknown

Study mode

The Advanced Diploma of Financial Planning (FNS60410) is for students who need the skills and financial knowledge to help their clients develop sophisticated financial planning strategies. Students learn how to carry out complex research as well as monitor and conform with financial legislation and regulations. Enquire now for enrolment pre-requisites and intake dates. Ask your course provider about how this qualification acts as a pathway to the ASIC licensing framework.

Career opportunities

Estimated fee

Unknown

Duration

Unknown

Study mode

Find a provider
View all

Related career opportunities

Browse occupations related to Investment Advisor.

Common questions

How much does an Investment Advisor earn?

In Australia, a full time Investment Advisor generally earns $2,250 per week ($117,000 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 an Investment Advisor?

The number of people working in this industry has decreased slightly in recent years. There are currently 24,100 people employed as an Investment Advisor in Australia compared to 24,900 five years ago. Investment Advisors may find work across all regions of Australia.

Source: Australian Government Labour Market Insights

How do I become an Investment Advisor?

If you’re interested in a career as an Investment Advisor, consider enrolling in a Certificate IV in Finance and Mortgage Broking. You could also consider a Certificate IV in Business (Finance) or a Diploma of Finance and Mortgage Broking Management. An Advanced Diploma of Accounting may also be suitable.

Choose a field of study

Finance

Studying a finance course is the modern gold standard for launching a successful career in the industry. Get started today!

All courses

Accounting

Interested in a career as an Accountant, Auditor or registered Tax Agent? Here online you’ll find the latest accounting courses, including classes approved by the Australian Tax Practitioners Board (TPB).

Banking and Credit Services

Study the foundations of financial services and learn a specialised skillset to hone your craft and make an impact. Get started today!

Bookkeeping

Looking for the training and qualifications you need to become a bookkeeper, payroll officer or BAS Agent? Here online you’ll find the latest courses for bookkeepers, including classes that are approved by the Tax Practitioners...

All courses

More information

An Investment Advisor provides clients with advice on investment opportunities and services. You’ll discuss customers’ financial goals and determine strategies to help them invest successfully. Investment Advisors might suggest a range of investment options and may specialise in a particular area such as superannuation, shares or insurance.

Investment Advisors should have strong interpersonal skills and be able to understand the individual needs of their clients. It’s important you can communicate well and work as part of a team. Investment Advisors should have a strong knowledge of financial products and services and be up to date with financial market activity.

Courses by location