The IPS Specialist Program in Finance deepens students’ financial expertise and prepares them for analytical and advisory roles in the financial services industry. The program explores investment analysis, portfolio management, risk and derivatives, treasury operations, business valuation, and wealth management. Students develop the capability to evaluate financial opportunities, manage risk, and provide informed financial guidance across business and individual client contexts.
Gain a quick snapshot of the key details that define this program. Explore the structure, requirements, and learning format to understand exactly what to expect before you begin.
Self-paced, study anytime
100% online
IPS Stage 5
IPS Associate Program in Finance or exemption test required
Online MCQ tests
Free study, paid certificate optional
– Students progressing from foundation-level finance studies
– Learners interested in investment, wealth management, or financial advisory careers
– Individuals seeking advanced analytical and decision-making skills
– Students aiming to work in banking, financial services, or corporate finance
– Those interested in portfolio construction and risk assessment
– Learners preparing for advanced finance or professional certification pathways
– Conduct investment analysis using financial data and market indicators
– Develop and manage investment portfolios based on risk–return principles
– Apply risk management strategies and evaluate derivative instruments
– Understand treasury operations and manage organisational cash flow
– Perform business valuations using established financial techniques
– Prepare financial plans and wealth management strategies for clients
This program consists of 6 units. Each unit includes 8 chapters, each with one practical exercise. Each chapter and its exercise are designed to be completed in one session, depending on the learner’s pace.
In total, the program comprises 48 sessions (6 units × 8 chapters per unit), providing a structured pathway for self-paced learning and practical skill development.
– Structured self-study reading materials
– Practical scenario-based examples
– A final online MCQ test for each unit
Designed for independent learners. All materials are self-study.
FIN501: Investment Analysis
FIN502: Portfolio Management
FIN503: Risk and Derivatives
FIN504: Treasury and Cash Management
FIN505: Business Valuation
FIN506: Financial Planning and Wealth Management
Completion of the IPS Specialist Program in Finance equips learners with advanced financial analysis and advisory skills. Graduates may progress into:
– Investment analyst roles in financial institutions or advisory firms
– Portfolio or asset management support positions
– Risk management or derivatives operations roles
– Treasury and cash management support roles in corporate organisations
– Financial planning or wealth management assistant positions
Graduates of this program may also proceed to the IPS Practitioner Program in Finance.
– A computer, laptop, or tablet with internet access
– A modern web browser (Chrome, Safari, Firefox, or Edge)
– Basic English reading and writing skills
– Enrol anytime, open year-round
– Start immediately and study at your own pace
– No interview or formal admission required
Learners who wish to receive a Verified Program Certificate may do so for an optional fee of AUD 225. The program can still be studied free of charge without the certificate.
Please note that this program is self-study, and tutor support is not available.
We are committed to providing meaningful learning opportunities that empower individuals to grow, achieve their goals, and create a successful future. This free program invites you to take the first step toward new skills, confidence, and lifelong development.