What Will You Learn by Getting a Graduate Diploma in Financial Planning?

Pursuing a graduate diploma in financial planning may help you progress as a financial planner or start a new career. But what will you learn during the course? Finding the answer to this question can be tricky, with many contradicting answers online. This article cuts through the noise and tells you what you should learn when pursuing a graduate diploma in financial planning.

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A graduate diploma in financial planning can be earned via a postgraduate course designed to help you to boost your qualifications or move into a new career in finance. The contents of the course may vary depending on the course provider, but you should expect to learn about the ethical and legal requirements of financial planning. You may use the course to help you move into a higher role at work, or continue to study and gain a master’s of financial planning.

Graduate diplomas in financial planning may be offered full-time or part-time, with many providers offering fully online courses. These are designed to allow you to study at your own pace, flexibly fitting the classes around your schedule. It can take around 16 months to complete the course or it can take less time full-time.

What you study while pursuing a graduate diploma in financial planning may vary depending on the course provider that you choose. The course should provide you with an understanding of financial planning and how to put your skills into practice, via case studies and real-world scenarios. The units may vary slightly depending on your provider, but you should expect to see units like the following:

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  Behavioral finance for financial advisors

• Financial advice on corporate and commercial law

• Financial plan construction and client management

• Principles of financial and investment planning

• Professionalism and ethics

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  Risk management and estate planning

• Superannuation and retirement wealth planning

• Taxation law

The course requirements may vary depending on the provider, but if you are Australian, you will usually need an Australian bachelor’s degree in a similar discipline or an Australian Graduate Certificate in a similar discipline. You may not need to have a formal education for the course either, as some providers accept applicants with at least five years of work experience. You should speak to the course provider directly to see if your experience will support your application.

A graduate diploma in financial planning can help deepen your knowledge about risk management, estate planning, taxation laws, the principles of financial and investment planning, behavioral finance and client management, with the aim of helping you deliver fantastic service for your clients. The course should prepare you for the financial planning world and may be the perfect stepping stone for your new career or promotion.