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Graduate Certificate in Financial Planning (XCFP)
University of South Australia (UniSA)
Type of institution: University/Higher Education Institution
Level: Postgraduate
CRICOS: 00121B
The Graduate Certificate in Financial Planning is 100% online and can serve as a bridging program for existing financial advisers who already hold an approved or relevant qualification and are only required to study a selection of remaining courses to meet education requirements. The program embeds core bridging courses that have been specifically outlined in FASEA's education standards. These include ethics and professionalism, financial advice regulatory and legal obligations, and behavioural finance: client and consumer behaviour. Students can undertake one, or all, of these courses depending on their requirements.
Structure
18 units.
Subjects
- Financial Planning
Standard entry requirements
- Completed bachelor degree from a recognised higher education institution or equivalent
- Or completed graduate certificate or higher postgraduate qualification from a recognised higher education institution
- Or completed Diploma or Advanced Diploma in a relevant field and 2 years relevant professional experience
- Or minimum of 5 years relevant professional experience
- International students who speak English as a foreign language must have obtained the required standards prior to admission.
Study pathways
This qualification can be used as a direct entry pathway into the FASEA-approved Master of Finance (Financial Planning) for new entrants who do not hold a prior qualification but have industry experience in a related financial services role. Students can use their degree as a pathway into the Financial Planning Association of Australia's (FPA) CFP? Certification Program, and the Association of Financial Advisers' (AFA) Fellow Chartered Financial Practitioner (FChFP) program.
Further information
People working in financial planning will need to complete a FASEA-approved program by 2026 to continue practising. Students looking to enter the industry need to study a FASEA-approved program to start their career.
