Bridging Course (Financial Planning)

Duration	Trimester-based study
How it works	100% online
Career opportunities	Licensed Financial Adviser or Licensed Financial Planner
Units	One or three units
Entry requirements	Call us to discuss your specific circumstances
Assessments	Varies depending on which unit you are required to undertake
Start date	February \| June \| October Get in touch about enrolling

Key Benefits

Practical and relevant learning materials

This course is packed full of advanced-level topics with immediate application for advice professionals. Learn the latest Behavioural Finance theory on how clients make important money decisions. Understand the regulatory landscape and obligations that financial advisers must operate within to comply with the law. Review and apply the ethical principles underpinning quality financial advice in Australia.

Ranked #1 Online University

UNE has ranked number one in an online study by Australia’s Online University Rankings for the past seven years. Join a community of 100,000 proud alumni, that have studied at UNE, the ninth oldest of Australia’s 40 public universities.

FASEA approved

Existing Adviser pathway

UNE’s Bridging Course (Financial Planning) is specifically aimed at existing Financial Advisers* with previous specific qualifications that are eligible to complete it as part of the transition pathway leading up to 2024. This course has been approved by the Financial Adviser Standards.

Definition of Existing Advisers: ‘Existing advisers’ on the ASIC Financial Adviser Register prior to 1 January 2019 have a transition period until 2024 to meet the new education standards.

*The term “existing adviser” is set out in the Corporations Act under section 1546A. It is a person who is a relevant provider between 1 January 2016 and 1 January 2019 (except a person who has ceased to be a relevant provider). In layman’s terms, a relevant provider must be listed on the ASIC Financial Adviser Register. Existing financial advisers need to complete the FASEA exam by 2021, unlike new entrants that need to complete the exam prior to becoming licensed.

Study 100% online

Fit study around work, family and life. UNE’s course has been developed to give you absolute flexibility. And ‘online’ doesn’t mean ‘alone’. You’ll be backed by UNE’s expert lecturers and tutors when you require assistance.

Course Accreditation

Depending on your prior qualifications you will need to complete either one or three of the bridging course units:

MM467 Professional Ethics
LSSU594 Issues in Commerical and Financial Services Law
FPL550 Behavioural Finance and Investment Portfolio Management

Please note eligibility criteria applies.

Specialisations

Course Assessments

Assessment formats may include:

Case studies
Presentations
Online assessment
Exams

Career Opportunities

Until 1 January 2024, ‘Existing advisers’ on the ASIC Financial Adviser Register between 1 January 2016 and 31 December 2018 have a transition period to meet the new education standards.

These new standards stipulate that from 1 January 2019, only ‘relevant providers’ who meet the Financial Adviser Standards education requirements can operate as licensed financial advisers or financial planners.

Pathways

Entry requirements

If you are an existing Financial Adviser and hold either a relevant degree, or a combination of relevant or non-relevant degrees, or other qualifications (including the Advanced Diploma of Financial Planning from Monarch Institute or other TAFE or RTO) you may be eligible to undertake the Bridging course.

Please get in touch and we will work through the eligibility matrix with you to determine your eligibility.

Click here to book a time with Adrian Shaw (UNE Financial Planning Lecturer) or email Adrian at [email protected]

Course Topics

Course Duration

Depending on your previous qualifications, you will be required to complete either one or three units of the Bridging course. Each unit runs over a 12 week period covering 10 weeks of content.

How it works

More than online.

You’ll get:

Videos and webinars
Support from your course lecturers (phone, email, Zoom)
Online assessments

How does it work?

This course has been designed by practicing financial advisers and is 100% online. Engage with lecturers that have real industry experience in the financial advice industry. Apply your learning using practical case studies, that will allow you to hit the ground running.

Course Price

Meet your trainers

Adrian Shaw
"To handle yourself, use your head; to handle others, use your heart"
– Eleanor Roosevelt

Drawing on nearly 20 years’ experience in the financial services sector, I lecture in Investments and Financial Services at the University of New England (UNE) and work with businesses to enhance the way they get things done. As subject coordinator for UNE, I recently developed the first Financial Services Simulator in Australia, and post-graduate subject offering students practical, real-world experience.

I’ve also worked with law firms, financial service providers, accountants and bookkeepers helping them streamline business operations and improve client experience.

What makes me jump out of bed each morning?

My dog and the desire to help my Monarch students!

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Your pathway to a career in financial planning