Master Financial Planning Through Real-World Practice
Our comprehensive learning program combines practical economic theory with hands-on case studies. You'll work through actual financial scenarios while building the analytical skills that matter in today's market.
Start Your Journey
Three Learning Paths, One Goal
Whether you're starting fresh or building on existing knowledge, our programs are designed around the realities of Australian financial planning. Each path connects theory to practice through guided exercises and peer collaboration.
Foundation Program
Build your understanding of economic fundamentals through interactive case studies. We cover budgeting principles, investment basics, and risk assessment using real Australian market examples. Perfect for those new to financial planning.
Professional Development
Advance your expertise with complex portfolio management and strategic planning techniques. This program focuses on client relationship management and advanced analytical tools used by successful financial advisors across Australia.
Specialist Certification
Master specialized areas like estate planning, tax optimization, and business succession planning. You'll work directly with experienced practitioners on live cases while developing your own consulting methodology.
How Learning Actually Works Here
We've structured our approach around how adults actually learn best. No lectures that put you to sleep. Instead, you'll tackle real problems with guidance from people who've been there.
Start with Real Scenarios
Every module begins with an actual case study from Australian financial planning practice. You'll see the messy reality first, then learn the tools to handle it. This way, theory makes sense because you've already felt the problem.
Practice in Small Groups
Work through solutions with 4-5 other participants and an experienced mentor. You'll discover different approaches, challenge assumptions, and build confidence through discussion. Most breakthrough moments happen in these sessions.
Apply What You've Learned
Take on a project that mirrors real-world challenges. You'll research, analyze, and present recommendations while getting feedback from practitioners. This isn't academic exercise – it's preparation for actual client work.
Reflect and Connect
Each module ends with guided reflection on what worked, what didn't, and why. You'll also connect with professionals in your area who can offer insights into local market conditions and opportunities.
Learn from Practicing Professionals
Our program leaders are active financial planners and economists who understand both theory and practice. They bring current market insights and real client experiences to every discussion.
Kieran Rodriguez
Senior Financial Planner & Program Director
Kieran has spent 15 years helping Australian families navigate complex financial decisions. He specializes in retirement planning and estate management, and brings a practical approach to complex concepts. His case studies come from real client experiences (with privacy protection, of course).
Sage Patterson
Economic Analyst & Research Lead
Sage combines academic training with hands-on market analysis experience. She tracks Australian economic trends and helps participants understand how broader market forces affect individual financial planning strategies. Her research insights keep our curriculum current and relevant.
Ready to Start Learning?
Our next cohort begins in August 2025. Early registration opens in March, and spaces fill quickly because we keep group sizes small for better interaction and mentorship.