Financial Planning
Budgets aren’t about control – they’re about freedom. That’s what you can offer people by becoming a financial adviser.
Our financial planning courses teach you how to help make the best decisions for your clients. Circumstances change but financial principles and ethics stay the same. When you study financial planning, you’ll be able to help clients deal with whatever comes their way.
As a financial planner, you’ll be there for the key events in your clients’ lives. You’ll help them navigate property purchases, tax, financial management, career changes, unexpected events and plans for their retirement. You’ll be an expert in all of this and more, which means you’ll have what it takes to be a trusted adviser who really makes a difference.
Browse our courses to find detailed course information, application dates, entry requirements, fees, subjects, ATAR requirements and more.
Browse our Finanacial Planning courses
Change of Preference Expo
Get personalised course advice and preference support to find your place at Swinburne, no matter what your ATAR. Tuesday 12 December, Hawthorn campus.
Financial Planning at Swinburne
Whether you’re already a practising financial planner, seeking to switch careers, or are a high-school leaver looking to build your future in this industry, Swinburne has the pathway for you. Explore our courses – from one bridging unit, to full degrees and postgraduate courses.
FASEA Approved Bridging Courses
Practising Financial Advisers may only need a FASEA Bridging Course to be fully compliant. Swinburne offers the following bridging courses as single units; study them online or at the Hawthorn campus:
- FIN60010: Elements of Financial Planning and Regulation
- FIN60011: Behavioural Finance and Investment
- FIN60012: Ethics and Client Management
Learn more about FASEA approved Bridging Courses for current Financial Planners.
Professional Accreditation
The Financial Advisers Standards and Ethics Authority (FASEA) has approved Swinburne’s postgraduate courses in Financial Planning. This includes the Graduate Diploma, Master, Double Master, and all three bridging units. A FASEA approved degree is a mandatory requirement to practice as a financial planner or adviser in Australia.
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Women in Finance and Economics Scholarship Program
The purpose of the Scholarship is to encourage and assist women to enter, re-enter and achieve leadership roles across the financial services industry.
The Financial Planning Association® (FPA®) is the primary membership organisation for financial planning practitioners who want to master the practice of financial planning, and who are committed to shaping the future of the profession.
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CPA Australia Member Scholarship
Current members of CPA Australia who are studying a postgraduate course in Financial Planning are eligible for a 15% reduction in tuition fees.
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FPA Member Scholarship
Current members of the Financial Planning Association of Australia (FPA) who are studying a postgraduate course in Financial Planning are eligible for a 15% reduction in tuition fees.
