Master Financial Planning Through Real Business Cases

Our comprehensive program connects financial theory with practical business applications. You'll work through actual planning scenarios while building skills that matter in today's market.

Learn More About Enrollment

Structured Learning That Builds Real Expertise

We've designed our program around the way financial professionals actually work. Instead of isolated theory, you'll tackle connected projects that show how different planning areas work together.

Each module builds on previous work, so by the end you'll have experience with complete planning processes — not just individual techniques.

Foundation Phase

Core concepts, regulatory basics, and essential analytical tools

Application Phase

Case studies, scenario planning, and client communication skills

Integration Phase

Complex multi-area projects and professional portfolio development

Learn From Practitioners Who Get It

Our instructors work in the field. They bring current challenges and real solutions to every session, so you're learning what actually works in practice.

Klayton Brachthäuser

Senior Financial Planner

Klayton has spent twelve years helping Australian families navigate major financial decisions. He specializes in retirement planning and brings real client scenarios to help students understand the human side of financial advice.

Zoryana Velykodanska

Business Planning Specialist

Zoryana works with growing businesses on cash flow planning and expansion strategies. Her teaching focuses on practical tools and frameworks that students can apply immediately in their own work.

Vychnoslav Mironchenko

"The program showed me how financial planning really works in practice. Working through actual cases with experienced mentors made all the difference in my understanding."

Sygfryda Toroszynska

"I appreciated how the program connected different areas of financial planning. By the end, I could see how all the pieces fit together in real client situations."

Support That Helps You Actually Succeed

Learning complex material takes time and different people need different kinds of help. We've built our support around what actually helps students work through challenges and keep moving forward.

Regular Check-ins

Weekly sessions to review progress and address questions before they become problems

Project Feedback

Detailed reviews of your work with specific suggestions for improvement

Peer Learning Groups

Small study groups where you can work through problems together

Resource Library

Templates, examples, and references you can use during and after the program

Ready to Start Your Financial Planning Journey?

Our next program begins in autumn 2025. We keep class sizes small to ensure quality mentorship and plenty of individual attention.

Get Program Details