Financial Education Excellence
Our comprehensive learning program combines theoretical knowledge with hands-on practice, preparing you for a successful career in financial planning and analysis.
We've designed three distinct programs to match different experience levels and career goals. Each path provides practical skills you'll actually use in your future role.
Perfect for newcomers to finance. You'll learn budgeting fundamentals, basic investment principles, and how to read financial statements with confidence.
8 weeks • Part-time • Starts September 2025
For those with some finance background wanting to advance. Covers portfolio management, risk assessment, and client consultation techniques used by working professionals.
16 weeks • Part-time • Starts October 2025
Designed for experienced professionals seeking specialization. Focus areas include tax planning, estate management, and advanced investment strategies.
12 weeks • Flexible schedule • Starts November 2025
Our curriculum focuses on practical skills that employers value. Here's how we build your expertise step by step.
Start with the basics that matter most. You'll work with real financial data, learn to spot trends, and understand how different economic factors affect personal and business finances.
Learn how to build diversified portfolios and understand different investment vehicles. We use case studies from actual Australian market conditions to make concepts stick.
Practice explaining complex financial concepts in plain English. Role-play sessions help you develop confidence in client meetings and presentation skills.
Put everything together with a capstone project. You'll create a complete financial plan for a simulated client, getting feedback from industry professionals.
Our instructors aren't just academics — they're active financial planners who understand what skills you need to succeed in today's market.
Senior Financial Planner
Zara brings 12 years of experience helping Australian families navigate complex financial decisions. She specializes in retirement planning and has a talent for making investment concepts accessible.
Portfolio Management Expert
Former fund manager who now teaches others how to build resilient investment strategies. Indie's practical approach comes from managing portfolios worth millions during market volatility.
Tax Strategy Specialist
Willa combines her background in accounting with financial planning expertise. She helps students understand how tax considerations shape every financial decision clients make.
We know you're busy. That's why we've built flexibility into every aspect of our program while maintaining the quality education you need.
Applications for our 2025 programs are now open. Early enrollment gives you access to preparatory materials and priority scheduling for preferred class times.
Applications Open
Now Until July 2025
Program Starts
September 2025
Class Size
Maximum 12 Students