Master Financial Planning Through Real-World Practice
Join Australia's most comprehensive financial services education program. Six months of hands-on learning with industry professionals who've built their careers helping real clients navigate complex financial decisions.
Start Your JourneyYour Learning Journey
Foundation Building
Start with the fundamentals that matter most. We cover regulatory frameworks, client communication basics, and ethical considerations that form the backbone of professional practice. You'll work through real case studies from our archive.
Professional Integration
Bridge into professional practice with supervised client interactions and advanced planning scenarios. You'll present comprehensive financial strategies and receive detailed feedback from practicing professionals.
Applied Learning
Dive into complex planning scenarios with mentorship from working advisors. We focus on investment strategies, risk management, and retirement planning through interactive workshops and peer collaboration.
Career Development
Access ongoing professional development resources and maintain connections with your cohort and instructors. Many graduates continue meeting monthly to discuss challenging cases and industry developments.
Learn From Practicing Professionals
Our instructors aren't just teachers - they're working financial advisors who bring current market insights and real client experiences to every class.
Kieran Fletcher
Senior Financial Advisor
Twenty-three years helping families navigate major financial transitions. Kieran specializes in pre-retirement planning and has seen every market condition since 2001. His practical approach helps students understand what clients really need.
Interactive Case Studies
Every week, we analyze real scenarios from our practice. Students work through complex family situations, business transitions, and investment challenges with guidance from experienced advisors.
Bronwyn Ashworth
Estate Planning Specialist
Former solicitor turned financial planner, Bronwyn brings unique perspective to complex estate and business succession planning. She's known for making complicated concepts understandable through real-world examples.
What You'll Actually Learn
We focus on practical skills that working advisors use daily. No theoretical exercises - just real knowledge that prepares you for professional practice.
Client Discovery Process
Master the art of understanding what clients actually need through structured conversations and careful listening techniques.
Investment Strategy Development
Learn to construct portfolios that match client risk tolerance and life circumstances. We cover everything from conservative retirees to growth-focused professionals, using real allocation models from our practice.
Risk Management Planning
Understand insurance strategies that actually protect families without over-insuring or creating unnecessary complexity.
Retirement Income Strategies
Navigate superannuation rules, pension phase planning, and age pension optimization with confidence.
Professional Communication
Develop skills to explain complex financial concepts clearly and build lasting client relationships based on trust and understanding.
Compliance and Ethics
Master the regulatory framework that governs professional practice. We cover ASIC requirements, documentation standards, and ethical decision-making through case study analysis and practical exercises.