
Courses for beginners
There are no courses available in Geelong Victoria for beginner learners with no prior experience or qualifications.
Courses for experienced learners
There are 10 courses available in Geelong Victoria for experienced learners with prior experience or qualifications.
Bachelor of Business (Finance)
- There are no mandated entry requirements.



Bachelor of Business (Financial Planning)
- There are no mandated entry requirements.



Bachelor of Commerce (Finance)
- There are no mandated entry requirements.




Bachelor of Commerce (Financial Planning)
- There are no mandated entry requirements.

Master of Finance (Financial Planning)
- There are no mandated entry requirements.

Key questions
How can I become a financial advisor?
To become a financial advisor in Geelong, you may want to consider completing the Bachelor of Business (Finance). This qualification will equip you with the skills and knowledge necessary for a career in this industry.
Are there training providers in Geelong?
You can train to become a financial advisor by completing a qualification with RMIT University or La Trobe University. Find a course provider near you. Once you make an enquiry, a course advisor will get in touch to discuss your study options and course fees.
What study modes are available?
There are several campuses within the Geelong area that provide financial advisor training. The closest campus is 2km away from the center of Geelong. You can also study a financial advisor course through online learning. Find a course provider that best suits your study needs.
Related occupations
Explore related occupations in the financial advisor sector.
Financial Planner
A Financial Planner advises clients on achieving their financial goals, developing strategies for investments, superannuation, tax, and retirement.
Financial Assistant
A Financial Assistant supports financial professionals by updating records, collecting data, and preparing reports while requiring strong organisational and accounting skills.
Small Business Financial Advisor
A Small Business Financial Advisor helps owners enhance profitability by analysing cash flow, budgeting, and taxation while offering tailored strategies.
Fund Manager
A Fund Manager oversees financial dealings for clients, managing investments and bank accounts while monitoring market trends and client goals.
Investment Advisor
An Investment Advisor offers clients tailored investment advice, discussing financial goals and strategies while suggesting options like superannuation and shares.
Financial Analyst
A Financial Analyst interprets financial data to recommend actions, identifying market trends and advising on optimal strategies while requiring strong analytical and communication skills.
Paraplanner
A Paraplanner supports financial planning by gathering information, liaising with clients about their needs, and helping them understand financial products.
Finance Manager
A Finance Manager oversees budgets, develops financial strategies, analyses data, and supports decision-making, requiring strong leadership skills.
Cost Controller
A Cost Controller manages budgets, monitors costs, tracks spending, suggests savings, and reports expenses while communicating with stakeholders.
Asset Manager
An Asset Manager oversees investment portfolios to maximise client returns, analysing market trends and developing strategies while liaising with clients.
Financial Regulator
A Financial Regulator ensures compliance in the financial sector by assessing licence applications, conducting audits, and developing regulations.
Finance Consultant
A Finance Consultant provides tailored financial advice to individuals and organisations, helping them make informed decisions and achieve goals.
Investment Analyst
An Investment Analyst assesses financial data to recommend investments, preparing reports and presentations to guide clients and management.
Investment Banker
An Investment Banker provides financial management assistance, advising clients on investments, mergers, and acquisitions to maximise returns.
Budget Analyst
A Budget Analyst reviews financial data to help organisations manage budgets, ensuring alignment with financial goals and compliance with regulations.
Wealth Manager
A Wealth Manager offers personalised financial advice, developing investment strategies and building client relationships to grow their wealth.
Investment Manager
An Investment Manager oversees portfolios to achieve clients’ financial goals through asset allocation, risk management, and strategic advice.
Tax Adviser
A Tax Adviser offers tax advice and compliance services to clients, preparing returns and minimising liabilities through strategic planning.
Corporate Finance Analyst
A Corporate Finance Analyst assesses financial data to inform business strategies, create financial models, and guide management on investment decisions.
Investment Consultant
An Investment Consultant advises clients on investment strategies, analysing market trends and recommending portfolios to achieve financial goals.
Chartered Financial Analyst
A Chartered Financial Analyst provides investment advice, analyses financial data, and manages portfolios to help clients achieve financial goals.
Credit Risk Analyst
A Credit Risk Analyst evaluates clients' creditworthiness, analyses financial data, and collaborates on credit policies to manage lending risks.
Hedge Fund Manager
Hedge Fund Managers oversee investment strategies to maximise returns and manage risks, analysing markets and making key investment decisions.
More about financial advisor courses in Geelong
In Geelong, aspiring professionals can pursue a career as a financial advisor by enrolling in the various Financial Advisor courses in Geelong. With 12 courses listed, learners can select from beginner and advanced options to suit their prior experience and qualifications. For those just starting, consider the Research and Develop Business Plans BSBESB401, which provides foundational skills essential for building a successful career in financial advisory.
Experienced learners can enhance their expertise through advanced qualifications such as the Graduate Diploma of Financial Planning or the Master of Financial Planning. These comprehensive courses are designed to equip participants with the necessary skills and knowledge to excel in today’s competitive financial landscape. Local training providers, including Deakin University and RMIT University, offer rigorous programs that prepare students for a variety of career paths in the financial sector.
By completing Bachelor of Business (Financial Planning) or Bachelor of Commerce (Financial Planning), individuals can pursue job roles that include Financial Planner, Superannuation Consultant, and Fund Manager. These roles offer rewarding career prospects in the Geelong region and beyond, catering to those who are eager to make a positive impact on clients' financial well-being.
Understanding related fields of study is crucial when pursuing a rewarding career in financial advising. For instance, comprehensive knowledge in Financial Planning and Superannuation can provide significant advantages in the job market. Additional courses offered in these areas ensure that students are well-versed in essential concepts, thus paving the way for a fulfilling career as a Financial Analyst or Wealth Manager.
In summary, the flexibility and breadth of Financial Advisor courses in Geelong present an unparalleled opportunity for individuals to enhance their skills and secure positions in esteemed financial roles. Take the first step towards a thriving career by exploring the diverse offerings from local training providers, and embrace the chance to make a significant impact in clients' financial futures.
Further reading


What can you do with a Diploma of Accounting?
29th September 2021