Master Financial Planning Through Real-World Application

Our comprehensive program transforms everyday financial challenges into learning opportunities. You'll work with actual case studies from Australian households and businesses, building practical skills that matter in today's economic climate.

Students collaborating on financial planning exercises in modern learning environment

Three-Phase Learning Journey

Each phase builds on the last, taking you from foundational concepts to advanced economic modeling. You'll spend roughly four months in each phase, with plenty of time to absorb complex ideas and practice new skills.

Program Timeline

Starting September 2025, our next cohort runs for 12 months. Classes meet twice weekly, with additional workshops once a month.

You'll have access to our resource library and mentorship network throughout the program and six months after completion.

Core Learning Phases

Foundation Phase (Months 1-4)

Start with personal budgeting, debt management, and basic investment principles. We use real Melbourne household budgets (anonymized) to show how different families approach financial decisions. By month three, you're creating comprehensive financial plans for fictional clients.

Business Application (Months 5-8)

Dive into small business financial planning, cash flow forecasting, and risk assessment. You'll work with actual case studies from local Australian businesses, learning how economic factors like interest rates and market conditions affect planning strategies.

Advanced Strategy (Months 9-12)

Master complex scenarios including retirement planning, tax optimization, and economic trend analysis. Your final project involves creating a comprehensive financial strategy for a multi-generational family, incorporating superannuation, property investment, and succession planning.

Learning Support

Weekly study groups help reinforce concepts. Our online platform includes practice scenarios and calculation tools.

Monthly guest speakers from financial planning firms and regulatory bodies share current industry perspectives.

Learn From Practitioners

Our teaching team includes certified financial planners and economists who currently work with clients and businesses. They bring fresh challenges and real solutions into every class session.

Rather than theoretical exercises, you'll tackle the same types of problems our instructors encounter in their daily practice. This approach helps bridge the gap between classroom learning and professional application.

Program instructor reviewing financial documents with students
Experienced Guidance

Current Industry Focus

Our curriculum adapts to reflect current Australian economic conditions. In 2025, we're emphasizing inflation management, housing affordability planning, and digital currency considerations.

You'll learn how recent regulatory changes affect financial advice and planning strategies, keeping your skills relevant and current.