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Graduate Certificate in Financial Services

This program is carefully designed to provide a comprehensive study and analysis of the knowledge and skills applicable to a career in the financial services industry, in particular, the focus is on financial planning.

The student will have the opportunity to systematically study a multifaceted and comprehensive selection of themes including financial planning, managing wealth, estate planning, risk management, the stock market, investment and portfolio management, modern portfolio theory, financial analysis, taxation, superannuation, mutual funds, applied economics, social benefits, insurance, selling and sales techniques, and relevant private and corporate law.

The program will:

  • provide a thorough awareness, grounding and analysis of financial planning and the associated theories;
  • demonstrate the application of the theory of finance and financial planning; and
  • require students to apply their knowledge to real world problems and projects.

2012 Course Structure

The Graduate Certificate in Financial Services consists of the following units of study:

GSB608 Financial Planning and Wealth Management
GSB609 Risk Management and Insurance

GSB610 Superannuation and Retirement
GSB611 Investment Management in Financial Planning

All candidates without a first degree must enrol initially in the Graduate Certificate and achieve at least a credit average grade in the four units taken to be permitted to continue to the Graduate Diploma or Masters program.

Suggested study plan

Students may select units depending on their preferred mode of study.  Part time students may choose to undertake only one unit per trimester with due consideration of prerequisite requirements.  This information can be found in the Course and Unit Catalogue.

Trimester 1 Trimester 2 Trimester 3
GSB608
GSB611 (2012)
GSB609 GSB610

Entry Requirements

Applicants for admission to candidature for the Graduate Certificate in Financial Services must have:

  • have completed a three-year degree or an equivalent qualification at UNE or another recognised tertiary institution; or
  • satisfy the Faculty by means of other qualifications and relevant experience of adequate preparation for candidature.

In addition, applicants must provide evidence of at least three years appropriate experience in a field of employment approved by the Director of the GSB.

How to apply

Application to this Course can be made online at the GSB Online Admissions Webpage.
You must have electronic copies of the following documentation ready to upload with your online application:

  • A copy of your CV or Resume showing at least 3 years work experience
  • Certified (notarised) copy of your Identification (eg: passport)
  • Certified (notarised) copies of academic records
  • A personal Statement covering areas such as:
  • Your most significant experiences or achievements to date;
           Your long-term objectives and your expectations of this degree in fulfilling these
           objectives;
           Where you see yourself five years from now;
           Any other information you consider relevant to your admission.

Evidence of English Language Proficiency if previous studies were not in English.