Course code: MHE20529BF

Behavioural Finance for Financial Planners FASEA bridging course

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Overview About this course

Why do rational people sometimes make irrational decisions when it comes to money? This microcredential introduces you to behavioural finance, where finance and psychology meet. Explore risk aversion, overconfidence and biases, and apply your learning to the behaviour of super funds, banks and insurers. You'll learn to 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 Financial Adviser Standards (FAS).

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

Develop specialist skills to gain an advantage in the job market

  • An essential FAS and FASEA-accredited qualification to meet the education requirements for financial planners and advisors

  • The skills to use behavioural finance concepts to analyse businesses and markets

  • Recognition and credit towards the Graduate Certificate in Financial Planning or the Graduate Diploma of Financial Planning

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


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

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

  • Effective communication skills

  • Critical thinking skills

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.

Pathways Future career and study options

Career pathways

Our graduates go onto roles like: financial planner/adviser, financial/life coach, investment coach, compliance manager and senior roles in financial planning.


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 (and formerly set by the Financial Adviser Standards and Ethics Authority [FASEA]). The course is accredited with FAS and FASEA as an approved bridging course. Visit the FAS website for more information.

Study pathways

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

Previous study 0 Courses

Alternative pathways into this course

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

Further study 2 Courses

Advance your skills to take your career to the next level

Related study 1 Course

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Subjects Subjects in this course

Completion of this course requires you to successfully complete 1 subject.

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

      Info sessions Want to know more?

      There are a total of 2 information sessions planned for this course. They'll take place at different locations across the state.

      You can select a delivery option below to see the sessions available. Or you can view all sessions related to Accounting and Finance

      Delivery options Find a location to enrol

      On campus, online and blended study environments; at TAFE NSW your learning works with your lifestyle. Heart your favourites, compare courses and discover what works for you.