Master Financial Planning
Comprehensive training program designed for Australian professionals seeking advanced expertise in personal and business financial planning
Transform Your Career
Our 12-month certification program combines theoretical knowledge with practical application. You'll work with real case studies from Australian financial markets and learn strategies that actually work in today's economic environment.
The program covers everything from basic budgeting principles to complex investment portfolio management. We focus on practical skills that you can immediately apply in your professional practice.
What You'll Learn
Financial Fundamentals
Master the core principles of financial planning, risk assessment, and client needs analysis. Learn to create comprehensive financial profiles and understand Australian regulatory requirements.
6 weeksInvestment Strategies
Deep dive into portfolio construction, asset allocation, and investment vehicle selection. Focus on Australian market conditions and tax-effective investment approaches.
8 weeksRetirement Planning
Comprehensive coverage of superannuation strategies, pension planning, and aged care considerations. Learn to navigate complex Australian retirement planning landscape.
6 weeksEstate & Tax Planning
Advanced techniques for estate planning, tax minimisation strategies, and succession planning for business owners. Understand trust structures and family wealth management.
8 weeksBusiness Financial Planning
Specialised training in business cash flow management, capital structure optimisation, and corporate financial planning strategies for small to medium enterprises.
6 weeksClient Management
Professional communication skills, client relationship management, and ethical financial planning practices. Learn to build long-term client partnerships and manage expectations.
4 weeksLearn From Industry Experts
Our instructors bring decades of real-world experience from Australia's leading financial services firms
Marcus Chen
Former portfolio manager at major Australian super fund with 15 years experience in institutional investment management and client advisory services.
Sarah Williams
Established financial planning practice owner specialising in retirement and estate planning. Recognised expert in superannuation and aged care strategies.
David Thompson
Former bank executive turned independent advisor, specialising in SME financial planning and business succession strategies across diverse Australian industries.
Rebecca Stone
Chartered accountant and tax advisor with expertise in complex tax structures, family trusts, and high-net-worth individual tax planning strategies.
Start Your Journey
Next program intake begins August 2025. Early applications recommended as places are limited to maintain quality instruction ratios.
Application
Submit your application with professional background details and career objectives
Assessment
Complete skills assessment and participate in brief interview with program coordinator
Enrollment
Receive acceptance confirmation and complete course enrollment with payment options
Begin Learning
Access your learning portal and attend orientation session with fellow students