Financial Planning
Business & ManagementFinancial Planning

Financial Planning

Help people achieve their financial goals and secure their future.

What Is It?

This is the human side of finance. You'll work directly with individuals and families to understand their financial situations and help them create a comprehensive plan for everything from investing and saving for retirement to managing insurance and estate planning.

What You'll Learn?

  • Personal financial planning process

  • Retirement and superannuation planning

  • Investment and wealth management strategies

  • Insurance and estate planning

Career Pathways

  • Financial Planner/Advisor

  • Wealth Manager

  • Paraplanner

  • Retirement Planning Specialist

Popular Financial Planning Programs

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