Course code: HE20529V01
Graduate Certificate in Financial Planning (Professional Practice)
OverviewAbout this course
The Graduate Certificate in Financial Planning (Professional Practice) allows you to complete three Financial Adviser Standards (FAS) accredited bridging courses that address ethics and professional standards for financial planners; commercial and corporations law for financial planners; and behavioural finance for financial planners. Together with the subject ‘Applied Financial Advice’ you will be eligible to receive the award of Graduate Certificate in Financial Planning (Professional Practice) after one semester of study.
Learn from financial planning professionals and benefit from TAFE NSW’s industry connections, including the Association of Financial Advisers (AFA). With full-time, part-time and online study available, you can choose the option that makes sense for your career and lifestyle.
Course duration
6 months full time or 1 year part time
CRICOS Code
O100524
International students
OutcomesWhat you'll gain
Learning outcomes
Through a mixture of theory and practical course work, learn to:
Act in accordance with regulatory requirements to provide financial advice
Develop and analyse financial solutions to maximise the financial wellbeing of clients
Explain financial concepts, industry products, legal and regulatory requirements and global financial issues to clients, colleagues and other stakeholders
Apply ethical practices when working with clients and stakeholders
Course outcomes
Develop specialist skills to gain an advantage in the job market
Graduate with a Graduate Certificate in Financial Planning (Professional Practice)
Practical, industry-focused skills in financial planning
Experience in creating and implementing detailed financial plans
Confidence to prepare statements of advice
Government approved degree (formerly FASEA approved course). Also accredited by the Tertiary Education Quality and Standards Agency (TEQSA)
For existing financial planners/advisers or those attaining the Professional Year (PY), a Continuing Professional Development (CPD) certificate will be provided upon successful completion of this subject. Please check with your licensee on the CPD policy requirements
SuitabilityIs this course right for you?
Entry requirements
This course requires evidence of previous experience or study before you can enrol
You must demonstrate that you have achieved the following:
That you are currently practicing as a financial planner or adviser and hold a degree or higher qualification in a finance related field (that is not a Financial Adviser Standards and Ethics Authority [FASEA] approved course)
Note:
Your certificates, transcripts and other entry requirement evidence must be certified through a Justice of the Peace or other authorising officer
This is not a FASEA approved course
Completion requirements
During your study you’ll need to provide your teacher with the following evidence:
Entry recommendations
To be prepared for this course, we recommend that you have:
Checked the requirements set by the Australian Government Treasury’s Financial Adviser Standards
Good communication skills
An interest in helping others
Curiosity and attention to detail
You do not require an ATAR score for entry into this course.
If you are unable to meet the entry requirements, you may be eligible for special admission.
Please continue with your application and you will be guided to identify as mature aged (at least 21 years old in your first year of study) or disadvantaged (disability, serious or chronic illness, interrupted education, lack of support for study, serious personal problems and/or serious family responsibilities). Please contact us to find out more.
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 Investment Adviser
Financial Investment Advisers develop and implement financial plans for individuals or organisations, and advise on investment strategies and their taxation implications, securities, insurance, pension plans and real estate.
Full-time share Full-time workers usually work 35 hours or more a week (in all their jobs combined).
83%
Employment size Employment size is the number of workers who do this as their main job.
11,700 workers
Average age This is the average age of all workers in this job.
42 years
Weekly pay Median earnings are shown for full-time, non-managerial employees paid at the adult rate, before tax or any amounts that are salary sacrificed. These figures are a guide to earnings only and should not be used to determine a wage rate.
$2,250
Average full-time The average full-time hours that people in this role work each week.
44 hours
Skill level rating Skill level ratings are based on the range and complexity of job roles. In general, the higher the skill level, the more formal education and training, previous experience or on-the-job training needed to be good at the job.
Very high
Gender share
30% female
Future growth The Department of Employment, Skills, Small and Family Business estimates the likely change in number of workers in this role, or industry, over the next 5 years. Future growth is the likely percentage change compared to all other job roles.
Strong Growth
Other jobs include: specialist financial planner, senior financial planner, financial planner, financial planning manager and client relationship manager.
Study pathways
Take your study further with other courses offered at TAFE NSW:
Previous study0 Courses
Alternative pathways into this course
The Graduate Certificate in Financial Planning (Professional Practice) does not have any pre-requisite courses.
Further study0 Courses
Advance your skills to take your career to the next level
The Graduate Certificate in Financial Planning (Professional Practice) does not have any post-graduate courses.
Related study0 Courses
Strengthen your expertise and expand your employability
The Graduate Certificate in Financial Planning (Professional Practice) does not have any related courses.
Your experience counts
At TAFE NSW, we recognise your previous study and work experience. You can apply for recognition of prior learning (https://www.tafensw.edu.au/enrol/recognition-credit-transfers) or a credit transfer with any of our courses. If you're successful you'll get your qualification faster.
SubjectsSubjects in this course
Completion of this course requires you to successfully complete 8 subjects (80 credit points) made up of 8 core subjects.
Core Subjects
Elective Subjects
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