Master Economic Planning Through Real-World Practice
Learn financial strategy from industry professionals who've managed portfolios through market cycles. Our programs combine theoretical foundations with hands-on experience that prepares you for actual client scenarios.
Explore Program Details
Why Traditional Finance Education Falls Short
Most finance courses teach theory without context. Students memorize formulas but struggle when faced with real client situations where emotions, market volatility, and incomplete data create complexity textbooks can't capture.
We've built our curriculum around actual case studies from the Australian market. Every scenario you'll work through represents real situations our instructors have navigated, complete with the messy details that make financial planning both challenging and rewarding.
What Sets Our Approach Apart
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Case-based learning using actual client scenarios from Australian financial planning practices, anonymized but authentic in their complexity and challenges.
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Small cohorts of 12-15 students allow for personalized feedback and detailed discussion of each person's analytical approach and reasoning.
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Industry mentorship connects you with practicing professionals who provide insights into current market conditions and career pathways.
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Portfolio project development where you create comprehensive financial plans for fictional clients based on real demographic and economic data.
Your Learning Journey
A structured 18-month program designed to build competency progressively, with each phase building on practical skills developed in previous modules.
Foundation Phase
Build understanding of Australian financial regulations, tax implications, and market structures. Work through basic portfolio analysis and risk assessment scenarios.
Months 1-4Application Phase
Tackle complex client scenarios involving retirement planning, estate considerations, and investment strategy. Begin developing your analytical framework and presentation skills.
Months 5-10Specialization Phase
Choose focus areas like SMSF management, corporate advisory, or high-net-worth planning. Complete comprehensive portfolio projects with industry mentor guidance.
Months 11-15Integration Phase
Present final portfolio work to industry panel, complete professional networking activities, and prepare for transition to practice through internship opportunities.
Months 16-18Real Outcomes from Recent Graduates
Our 2024 cohort achieved meaningful career progression, with most finding roles that align with their interests and utilize skills developed during the program. These results reflect careful preparation and industry connections built over 18 months.
Industry Recognition and Partnerships
Quinton Thorne, our lead instructor, brings 22 years of experience from Melbourne's financial district. His practical approach helped shape our curriculum around scenarios he encountered while managing client portfolios worth over 0 million.
Next Program Begins September 2025
Applications are now open for our autumn intake. We'll review your background and career goals to ensure this program aligns with your professional development needs. Early applications receive priority consideration for mentorship matching.