Financial Foundation Learning Program

Build lasting financial skills through our comprehensive 12-month journey designed for real-world success in Australia's dynamic economy.

Start Your Journey

Students collaborating on financial planning exercises

Your Learning Journey Ahead

Our program isn't about quick fixes or overnight transformations. Instead, we focus on building genuine understanding through practical application and real-world scenarios.

Starting in September 2025, you'll work through carefully structured modules that build on each other. Think of it like learning to drive - you start with the basics and gradually take on more complex situations.

Progressive skill development from fundamentals to advanced concepts
Hands-on workshops with Australian market examples
Peer collaboration and ongoing mentor support
Real case studies from local businesses and individuals

Program Structure & Timeline

Each module builds naturally on the previous one. You'll spend roughly 6-8 hours per week on coursework, with flexibility to adjust based on your schedule and learning pace.

Financial Foundations

Weeks 1-4

We start with the building blocks - budgeting, understanding cash flow, and getting familiar with Australian financial systems. You'll create your first comprehensive budget and learn to track expenses effectively.

Budget Creation
Cash Flow Analysis
Expense Tracking
Goal Setting

Investment Fundamentals

Weeks 5-8

Learn about different investment options available in Australia. We'll cover shares, bonds, property, and superannuation - explaining each in practical terms with real examples.

Investment Types
Risk Assessment
Portfolio Basics
Super Strategies

Tax and Legal Framework

Weeks 9-12

Navigate Australian tax obligations and financial regulations. You'll learn to prepare tax returns, understand deductions, and stay compliant with financial reporting requirements.

Tax Returns
Deductions
Compliance
Record Keeping

Advanced Planning

Weeks 13-16

Put everything together with comprehensive financial planning. Create long-term strategies, understand insurance needs, and develop contingency plans for different life scenarios.

Long-term Planning
Insurance Strategy
Estate Basics
Risk Management

How We Measure Progress

Assessment isn't about passing or failing - it's about ensuring you're gaining practical skills you can actually use. We focus on real-world application rather than theoretical memorization.

You'll work on projects that mirror situations you might encounter in managing your own finances or helping others with theirs. Everything is designed to be practical and immediately useful.

Financial planning materials and calculators on desk

Practical Projects

Create actual budgets, investment plans, and financial strategies using real scenarios. Each project builds on previous learning.

Peer Review

Review and discuss each other's work. This helps reinforce learning while exposing you to different approaches and perspectives.

Case Studies

Analyze real financial situations and present solutions. These cases are based on actual scenarios from the Australian market.

Final Portfolio

Compile your best work into a comprehensive portfolio demonstrating your financial planning capabilities and understanding.

Meet Your Learning Guides

Our team brings together academic knowledge and practical experience from across Australia's financial sector. They're here to guide you through the learning process.