RG146 Professional Series

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Pathways To Becoming A Financial Planner

Financial Planning Short Courses

Course Overview

  • Gain essential skills for various roles in the financial services industry.
  • Cover key areas like Foundations of Financial Planning, Investments, Insurance and Risk Management, or Superannuation and Retirement Planning.
  • 100% online and self-paced—study when it suits you.
  • Perfect for newcomers or those expanding existing skills.
Duration 2 - 6 months
How it works Study online, at your own pace.
Price Flexible payment options - pay up front or by instalments
Career opportunities Para-planner Assistant
Call-centre adviser for either an insurance provider, investment fund management provider, investment platform provider or superannuation provider
Back-office superannuation operations officer
Back-office insurance operations officer
Back-office fund management operations officer
Back-office investment platform operations officer
Investment corporate actions support officer
Entry requirements No formal prerequisites

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