Master Financial Planning Through Real-World Practice
Our comprehensive 16-week program combines theoretical knowledge with hands-on experience. You'll work through actual case studies and build confidence in personal financial management while learning alongside industry professionals.
Apply for September 2025What You'll Actually Learn
Each module builds practical skills through real scenarios. Our approach focuses on understanding concepts deeply rather than memorizing formulas you'll forget next week.
Budgeting That Actually Works
We start with your real income and expenses. No generic templates here – you'll create a system that fits your actual life. Learn to track spending without becoming obsessed with every coffee purchase.
Weeks 1-3Investment Fundamentals Without the Jargon
Understanding risk, diversification, and market basics through practical exercises. We use real market data and explain why certain strategies work better for different life stages and goals.
Weeks 4-7Planning for Major Life Events
Home purchases, career changes, family planning – we cover how these big decisions affect your finances. You'll create contingency plans and learn to adapt when life doesn't go according to schedule.
Weeks 8-12Building Long-term Security
Retirement planning, insurance decisions, and estate basics. We focus on making informed choices rather than following generic advice that might not suit your situation.
Weeks 13-16Sarah Chen
"After fifteen years in financial planning, I've learned that cookie-cutter advice rarely works. Every person's situation is unique, which is why our program emphasizes understanding principles rather than memorizing rules. My students often tell me they wish they'd learned this approach years earlier."
Individual Guidance When You Need It
Group learning only goes so far. That's why every student gets paired with an experienced mentor who understands the Australian financial landscape. Your mentor isn't there to give you homework – they're there when you're making real financial decisions and need someone to talk through the options.
Most of our mentors work in financial planning, accounting, or related fields. They volunteer their time because they remember what it was like to navigate these decisions without proper guidance.
- Bi-weekly one-on-one video sessions
- Email support for urgent questions
- Review of your actual financial plans and decisions
- Industry insights and career guidance
- Continued support for 6 months after program completion
Ready to Get Started?
Our next cohort begins September 15, 2025. We keep groups small to ensure quality mentoring, so places fill up quickly.
Submit ApplicationRebecca Martinez
Senior Financial AdviserRebecca has guided over 200 individuals through major financial transitions. She specializes in helping young professionals navigate their first major purchases and investment decisions. Her practical approach focuses on building confidence through understanding rather than following rigid rules.