Master Financial Planning Through Practice
Our comprehensive 18-month program combines theoretical knowledge with real-world application. Build expertise in financial analysis, investment strategies, and client advisory skills through guided practice and mentorship.
Apply for 2025 IntakeStructured Learning That Works
We've designed our curriculum around the skills financial advisors actually use. Each module builds on previous knowledge while introducing practical tools you'll apply immediately in your career.
- Financial statement analysis with real company data
- Investment portfolio construction and risk assessment
- Client communication and presentation skills
- Regulatory compliance and ethical decision-making
- Technology tools used in modern financial planning
- Business development and practice management
Your Journey to Financial Expertise
Six progressive stages that take you from foundation concepts to advanced practice. Most students complete the full program in 18 months while working part-time.
-
1
Foundations & Markets
Basic financial principles, market structures, and economic indicators. You'll learn to read financial statements and understand how different investment vehicles work.
-
2
Analysis & Valuation
Dive into company analysis, valuation methods, and risk assessment. Practice with real case studies from Australian and international markets.
-
3
Portfolio Management
Learn to construct balanced portfolios, manage risk, and make strategic asset allocation decisions based on client goals and market conditions.
-
4
Client Advisory Skills
Develop communication skills for client meetings, learn to present complex information clearly, and practice handling difficult conversations about money.
-
5
Regulations & Ethics
Master Australian financial services regulations, understand compliance requirements, and develop strong ethical decision-making frameworks.
-
6
Practice Integration
Capstone projects where you work with real scenarios, present to industry panels, and prepare for entry into the financial services sector.
Learn from Practicing Professionals
Every student is paired with a working financial advisor who provides guidance, answers questions, and shares insights from their daily practice. These aren't just instructors – they're professionals who understand the current market and can help you navigate your career path.
What Our Graduates Say
Real feedback from students who completed our program and are now working in financial services across Australia.
The practical approach made all the difference. Instead of just memorizing formulas, I learned how to apply concepts to real client situations. My mentor's guidance was invaluable during the job search process.
Coming from a different industry, I appreciated how the program built up from basics without being condescending. The case studies were particularly helpful for understanding how theory applies in practice.
The program prepared me well for industry conversations. When I started interviewing, I could speak confidently about portfolio management and risk assessment because I'd actually practiced these skills.
