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At CSI, the well-being of our valued learners and staff is our highest priority. Learn more about our response to COVID-19 and changes to our exam delivery format.

Certificate in Advanced Financial Advice

The Certificate in Advanced Financial Advice is specifically tailored to support your career progression in many financial advisory roles. This certificate provides advanced knowledge for financial services professionals in client-facing advisory roles.

The Certificate in Advanced Financial Advice builds upon the Certificate in Financial Services Advice by broadening and deepening knowledge of advanced financial advice and financial planning areas. The Certificate in Advanced Financial Advice is an important step in the path to becoming a financial planner.


What Skills will you Develop?

Expertise in a broad range of financial planning technical areas. Ability to assess a range of client financial needs.
Ability of recommend a range of financial solutions. Expertise in retirement planning.




Note: Only students having completed one of the educational paths after July 1, 2019 will be granted the Certificate in Advanced Financial Advice.


Enrol By Course

Select courses individually


What Careers can this Lead to?

  • Financial Advisor
  • Financial Planner
  • Private Banker
  • Investment Advisor
  • Mutual Fund Representative