Season's Greetings. Our Customer Contact Centre team will be available on 131-601 or via web chat, from Monday to Friday 9:00am – 4:30pm (excl. 27th December and public holidays).

    National code: CHC51122

    Diploma of Financial Counselling

    Ask a question

    OverviewAbout this course

    Gain the experience and skills to become a financial counsellor and make a positive impact on people’s lives. Learn culturally sensitive approaches to work productively and ethically with clients and empower people to improve their financial health.

    OutcomesWhat you'll gain

    Learning outcomes

    Through a mixture of theory and practical course work, learn to:

    • Work directly with vulnerable people from diverse backgrounds

    • Help clients understand their legal and financial rights

    • Recognise and respond to crisis situations

    • Support and counsel clients through financial decision making

    • Identify and apply technical information to assist clients with financial issues

    Course outcomes

    Gain practical experience and develop specialist skills that give you an advantage in the job market.

    • A nationally recognised qualification at diploma level

    • 220 hours of work placement with a suitable employer

    • A strong pathway to continue your study and enhance your career opportunities

    SuitabilityIs this course right for you?

    Entry requirements

    Some courses require evidence of previous experience or study before you can enrol

    • There are no entry requirements for this qualification. You can enrol today.

    Entry recommendations

    To be prepared for this course, we recommend that you have:

    • Recent employment in the financial counselling or rural financial counselling fields, or a desire to enter the financial counselling sector

    • Existing qualifications or experience working in finance, banking, accounting, financial planning, business finance or counselling

    • The ability to confidently advise clients and make decisions

    • The desire to help and empower people experiencing financial difficulty

    TAFE NSW is committed to meeting the learning needs of every community. Meeting these needs can mean there are additional entry requirements at different campus locations. Check your preferred location for further requirements. If you need help preparing for study, contact us to find out how we can support you.

    PathwaysFuture career and study options

    Career pathways

    Our graduates go onto roles like: financial counsellor and rural financial counsellor.

    Licensing

    To be able to work in the industry, you’ll need to gain membership with your state’s financial counselling bodies. Your teacher will provide more information throughout the course.

    Study pathways

    Take your study further with other courses offered at TAFE NSW:

    Previous study0 Courses

    Begin here to gain experience and confidence in this study area.

    The Diploma of Financial Counselling does not have any pre-requisite courses.

    Further study0 Courses

    Advance your skills to take your career to the next level

    The Diploma of Financial Counselling does not have any post-graduate courses.

    Related study2 Courses

    Strengthen your expertise and gain specialist skills to expand your employability.

    Your experience counts

    At TAFE NSW, we recognise your previous study and work experience. You can apply for recognition of prior learning or a credit transfer with any of our courses. If you're successful you'll get your qualification faster.

    UnitsUnits taught in this course

    Courses are made up of a combination of both core and specialty units. In the Diploma of Financial Counselling qualification, you’ll need to successfully complete 17 units of competency, including 13 core and 4 speciality units.

    Please note, not all specialty units are offered at every TAFE NSW location. It is highly recommended that you check with your preferred campus for information about the specialty units offered at that location.

    Core units are central to the job outcomes of a particular industry or occupation. These are the units industry has agreed are essential to be capable and qualified at a particular study level.

    • Interpret and use legal informationCHCLEG002

    • Apply professional standards in financial counsellingCHCFIN008

    • Establish the financial counselling relationshipCHCFIN006

    • Recognise and respond to crisis situationsCHCCCS019

    • ... 4

    TAFE NSW servicesFacilities and support

    TAFE NSW provides support services across all campus locations and online. Whatever your needs or circumstances, we have the people, resources, counselling and facilities to support you in focusing on your studies.

    • TAFE NSW Disability Support Service

    • TAFE NSW Language, Literacy and Numeracy (LLN) support

    • TAFE NSW Aboriginal Support; Learner support (ABE)

    • TAFE NSW Careers, Counselling and Pathways Service

    • TAFE NSW Libraries

    • Scholarship programs – be supported as you explore your talents and fulfil your potential

    • Read&Write literacy and study support software is available free for all TAFE NSW students to use while studying on campus and at home

    • LinkedIn Learning – an online resource which offers innovative courses and tutorials to improve your personal and professional skills

    • Student associations – get social with our student community

    Study optionsFind a location to enrol