Sydney-based human capital business Oceanic Human Resources has formed a joint venture with the Australian Institute of Financial Services and Accounting (AIFA) to offer fast track entry to executives and professionals into financial planning. The 13-week intensive full-time program combines technical and business skills, and candidates graduate with a Diploma of Financial Services (Financial Planning) and a Diploma of Financial Services (Practice Management – Financial Planning).
The qualifications are supported by intensive workshops from industry experts to provide the practical skills needed to accelerate progress in the industry. Oceanic’s managing director, Lindsay Rowlands, says the financial planning industry has “missed a golden opportunity” to bring new senior talent into the advice business by focusing on traditional candidates and training them through traditional means.
“The financial planning industry has evolved to become more professional despite the challenges faced by transitioning from a sales era to a business era,” he says. “This means the industry is now more attractive to successful people who see financial planning as a way to use their executive or professional and business skills in a credible environment and earn a quality living doing it.” Oceanic selects all candidates on merit and matches the graduate at the completion of the program to an employer, such as a bank, dealer group or individual practice.