Financial Planner Courses
A Financial Planner advises clients on achieving their financial goals, developing strategies for investments, superannuation, tax, and retirement.
AI Exposure
High
AI exposure data adapted from Felten, Raj & Seamans (2021). Shortage data sourced from Jobs and Skills Australia (2024).
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How do I become a Financial Planner
Get qualified to work as a Financial Planner with a course recognised across Australia. Speak to a training provider to learn more.
Estimated fee
From $47,964
Study mode
Blended, On Campus, Online
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.
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Estimated fee
From $47,964
Study mode
Blended, On Campus, Online
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BSBESB401
The BSBESB401 Research and Develop Business Plans provides the skills and knowledge to create business plans aimed at achieving business goals and objectives. It applies to those establishing or operating a self-employed business and those starting a new venture within a larger organisation.
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Estimated fee
From $22,400
Duration
12 months - 24 months
Study mode
Blended, On Campus, Online
The Graduate Diploma in Financial Planning enhances skills in investment, financial planning, and taxation, essential for a career in personal financial advisory. This course offers specialised knowledge in financial services, investments, insurance, and emphasises ethical and professional conduct. It boosts career prospects by providing relevant industry knowledge, improving relationship-building skills, and instilling confidence in delivering reliable financial advice. Students will develop capabilities...
Career opportunities
Estimated fee
From $22,400
Duration
12 months - 24 months
Study mode
Blended, On Campus, Online
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Study mode
On Campus, Online
The Graduate Certificate in Financial Planning (Professional Practice) enables you to complete three Financial Adviser Standards (FAS) accredited bridging courses, covering ethics and professional standards, commercial and corporations law, and behavioural finance for financial planners. Along with the subject 'Applied Financial Advice', you will be eligible to receive the Graduate Certificate in Financial Planning (Professional Practice) award after one semester of study.
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Study mode
On Campus, Online
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Related career opportunities
Browse occupations related to Financial Planner.
Common questions
How much does a Financial Planner earn?
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.
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 Labour Market Insights
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.
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Studying a finance course is the modern gold standard for launching a successful career in the industry. Get started today!
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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).
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Study the foundations of financial services and learn a specialised skillset to hone your craft and make an impact. Get started today!
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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...
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More information
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.
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