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    Course code: MHE20529BF

    Behavioural Finance for Financial Planners FASEA bridging course

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    Behavioural Finance for Financial Planners FASEA bridging course
    Overview

    About this course

    Why do rational people sometimes make irrational decisions when it comes to money? In this course we look at behavioural finance, where finance and psychology meet. Explore risk aversion, overconfidence and biases. Apply your learning to the behaviour of super funds, banks and insurers. Recognise the nature and impact psychological factors have on investment behaviour and market outcomes.

    This course meets the minimum education requirements for behavioural finance for financial planners, according to the Australian Government Treasury.

    Outcomes

    What you'll gain

    Learning outcomes

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

    • debate the impact on clients of ‘optimal’ and ‘fully rational’ financial and investment decision-making

    • identify weaknesses in standard approaches to investment decision-making

    • apply behavioural finance concepts to inform ethical decision-making

    • ensure the client’s interests are at the centre of all decision-making strategies

    • recognise decision-making biases and implement strategies to overcome them

    • assess contemporary challenges and opportunities in the application of behavioural finance concepts.

    Course outcomes

    Learn core skills that prepare you for opportunities in your chosen field.

    • An essential qualification to meet the education requirements for financial planners and advisors.

    • The skills to use behavioural finance concepts to analyse businesses and markets.For existing 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 their CPD policy requirements.

    Suitability

    Is this course right for you?

    Entry requirements

    This course requires evidence of previous experience or study before you can enrol.

    You must provide certificates and transcripts to prove you have completed either:

    • A diploma in the area of financial planning, or

    • A bachelor’s degree in any discipline.

    Note:

    • Your qualifications must be local or locally recognised and completed within the last ten years.

    • Your certificates, transcripts and other entry requirement evidence must be certified through a Justice of the Peace or other authorising officer.

    • Attaching all evidence when applying for this course will ensure a smooth enrolment.

    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

    • an eye for detail and an analytical mindset

    • strong communication and interpersonal skills, including the ability to negotiate

    • the ability to simplify difficult concepts

    • effective communication skills

    • critical thinking skills

    • decision-making skills

    • an interest in helping others.

    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).

    We tailor our courses to meet local community needs, so some campuses may have extra entry requirements. Check your preferred location for details. Need help preparing? Contact us for support.

    Find Your Fit

    This simple tool guides you to a suitable course level based on your foundation skills and confidence.

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    Pathways

    Future career and study options

    Career pathways

    Our graduates go onto roles like: financial planner/adviser, financial/life coach, investment banker, investment officer, senior roles in financial planning and roles in fund management.

    Licensing

    This microcredential meets the minimum education requirements for behavioural finance for financial planners according to the Financial Adviser Standards (FAS). These are set by the Australian Government Treasury. The course is accredited with FAS as an approved bridging course. For more information visit the FAS website

    Study pathways

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

    Previous study0 Courses

    Alternative pathways into this course

    The Behavioural Finance for Financial Planners FASEA bridging course does not have any pre-requisite courses.

    Further study2 Courses

    Advance your skills to take your career to the next level

    Related study6 Courses

    Learn core skills that prepare you for opportunities in your chosen field

    Subjects

    Subjects in this course

    To complete this course you must successfully complete one subject.

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

    Core Subjects

    Elective Subjects

    Note: Some courses offer the opportunity to choose subjects from the complete suite of Higher Education electives that are delivered by TAFE NSW. Once you’ve enrolled, contact your Course Coordinator to discuss tailoring your course to align with your interests and goals.
    TAFE NSW services

    Facilities 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 options

    Find a location to enrol