Open2Study: Financial Planning

 with  Kerrie Adra and Diana Bugarcic

Understand the role of a financial adviser when it comes to their clients' financial futures, and assist them with preparing for risks such as sickness or accidents. This course will introduce you to the career of a financial adviser, including the client and adviser relationship, the financial planning process and investment fundamentals, and could spur you onto further study in this field.

Disclaimer: This course is not for the providing of financial advice and is offered for educational purposes only.

What will I learn?
  • What is involved in working as a financial adviser, including:
    • Important personal attributes of a professional financial adviser
  • The key elements of the relationship between a financial adviser and client, including:
    • How to build rapport with clients
    • Effective communication skills
    • Record keeping and confidentiality
  • A six-step financial planning process, including:
    • Collecting client data
    • Carrying out research and analysis
    • Creating a financial plan
    • Implementing and reviewing the plan
  • The principles of investment, including:
    • Investment risk
    • Making investment decisions

This course requires approximately 2 - 4 hours of study per week, but can vary depending on the student. This includes watching videos, and taking quizzes and assessments.

If you pass this course you'll receive a Certificate of Achievement. While this certificate isn't a formal qualification or credit, you can use it to demonstrate your interest in learning about this area to potential employers or educational institutions.

Where could this lead me?

If you're wondering what your future could look like in this area, here are some potential careers you could head towards.

  • Finance dealer and Broker
  • Finance manager
  • Financial planner
  • Investment adviser/analyst
  • Stockbroker
  • Finance director
  • Financial project manager
  • Funds manager
  • Investment manager
  • Risk manager
  • Insurance agent


5 Student
Cost Free Online Course
Subject Finance
Institution TAFE NSW
Provider Open2Study
Language English
Calendar 4 weeks long

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FAQ View All
What are MOOCs?
MOOCs stand for Massive Open Online Courses. These are free online courses from universities around the world (eg. Stanford Harvard MIT) offered to anyone with an internet connection.
How do I register?
To register for a course, click on "Go to Class" button on the course page. This will take you to the providers website where you can register for the course.
How do these MOOCs or free online courses work?
MOOCs are designed for an online audience, teaching primarily through short (5-20 min.) pre recorded video lectures, that you watch on weekly schedule when convenient for you.  They also have student discussion forums, homework/assignments, and online quizzes or exams.

5 reviews for Open2Study's Financial Planning

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3 months ago
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Jesusa Luterte is taking this course right now, spending 2 hours a week on it and found the course difficulty to be easy.
Just finished Module 1 and I already learned a lot about Fin Plan. Very Knowledgeable instructors: Diana Bugarcic and Kerrie Adra. Thanks!
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0 out of 1 people found the following review useful
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2 years ago
Sa'dia Sidow Ali Nur is taking this course right now.
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2 years ago
Peter O'brien completed this course.
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