Graduate Certificate in Financial Planning (continuing students only) 
 
The Graduate Certificate in Financial Planning (available to continuing students only) provides the key knowledge and skills required in today’s financial planning regulatory environment, at a postgraduate level.  
To graduate with a qualification from Finsia Education, students must successfully complete all subjects in their course by the end of Trimester 2, 2008. 
 
This qualification provides the competencies for compliance with Australian Securities & Investments Commission’s PS 146 requirements for providing advice in financial planning, managed investments, life insurance and superannuation.  
 
Who should attend the course:  

• Chartered Accountants seeking to meet Australian Securities & Investments Commission’s compliance requirements for licensees or authorised representatives  
  
• Chartered Accountants wishing to upgrade their qualifications to a specialist postgraduate qualification in financial planning 
  
• Professionals servicing the financial planning and investment planning industry  
  
• New Chartered Accountant graduates.

• Managed investments  
  
• Financial planning  
  
• Insurance  
  
• Superannuation  
  
• Generic knowledge.

• Determine the financial objectives and expectations of clients with complex needs  
  
• Appraise alternate strategies relevant to a client’s needs  
  
• Synthesise the concepts and practices in financial planning, managed investments, legislation, superannuation, insurance and ethics  
  
• Analyse and differentiate between complex financial product types  
  
• Make judgements, strategic assumptions and recommendations  
  
• Articulate and justify a range of financial solutions to clients  
  
• Prepare, present and negotiate a compliant financial plan  
  
• Ensure you adhere to the highest ethical standards for client dealing.

• Distance learning  
  
• Qualifying hours = 10 hours per module, plus time undertaken for reading the course material, assignment and exam preparation 
  
• This is an opportunity for members to undertake Financial Planning education in a ‘stress-free’ environment, thus enabling them to make more sophisticated and informed decisions about selecting an Australian Financial Services Licensee. 
  
• This course benefits from the combined strength of The Institute and Financial Services Institute of Australasia Alliance (FINSIA) in terms of:  
  
  • Professional course contents  
    
  • Presentation and assessment at Graduate Diploma level  
    
  • Professional course materials.
• On the Australian Securities & Investments Commission Training Register as meeting ASIC's training requirements for PS 146.