Back to Accounting and Finance

National code: CHC51115

Diploma of Financial Counselling

Ask a question

Overview About this course

Transform people’s lives and gain the experience and skills to become a valued financial counsellor. Learn culturally sensitive approaches to work productively and ethically with clients and empower people to improve their financial health.

This course is superseded. You can still enrol in this course, and you will be contacted if you need to transition into the next version when it is available.

Outcomes What 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

  • Eligibility to apply for registration with your state’s counselling associations

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

Suitability Is 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

  • Cultural sensitivity with a range of clients from disadvantaged or vulnerable, culturally and linguistically diverse, and/or Aboriginal and/or Torres Strait Islander peoples/cultures

  • A non-judgmental and open-minded approach to your work

  • The ability to confidently advise clients and make decisions

  • Written and maths competency at an RUREADY language, literacy and numeracy test level 4

  • The desire to help and empower people and small businesses in debt

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 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 study 0 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 study 0 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 study 3 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.

Units Units 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 14 core and 3 speciality units.

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.

  • Develop and use financial counselling tools and techniques CHCFIN003

  • Facilitate the financial counselling process CHCFIN001

  • Identify and apply technical information to assist clients with financial issues CHCFIN002

  • Interpret and use legal information CHCLEG002

  • ... 4

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.