Financial Planning Professional Pathway
Build expertise through our structured nine-month program designed for those seeking comprehensive financial planning knowledge. Our pathway combines theoretical foundations with practical applications.
Curriculum Structure
Progressive skill development across five comprehensive levels with practical applications and real-world scenarios
Financial Planning Fundamentals
Core principles of financial planning, regulatory frameworks, and client relationship management. This foundation module establishes the groundwork for all subsequent learning.
Investment Strategy & Portfolio Management
Asset allocation principles, risk assessment, and portfolio construction techniques. Students learn to develop investment strategies aligned with client objectives and risk tolerance.
Retirement & Superannuation Planning
Australian superannuation system, retirement income strategies, and aged care planning. Covers both accumulation and pension phase considerations.
Tax Planning & Estate Management
Tax-effective strategies, estate planning structures, and wealth transfer techniques. Integrates tax considerations into comprehensive financial plans.
Advanced Client Management & Ethics
Professional ethics, complex client scenarios, and business development. Prepares students for senior advisory roles and practice management.
Assessment & Evaluation Methods
Our comprehensive assessment approach combines theoretical knowledge testing with practical application. Each module incorporates multiple evaluation methods to ensure thorough understanding and professional readiness.
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Written Examinations
Comprehensive testing covering regulatory knowledge, technical concepts, and theoretical frameworks. Administered at the completion of each module.
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Case Study Analysis
Real-world scenarios requiring students to develop comprehensive financial plans and investment strategies for diverse client situations.
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Practical Portfolio Projects
Hands-on portfolio construction and management exercises using current market data and professional analysis tools.
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Client Presentation Simulations
Role-playing exercises where students present financial recommendations to simulated clients, developing communication and presentation skills.