Financial Planning Fundamentals

• Assess the financial planning environment

• Identify a client's financial planning needs

• Implement regulatory compliance and ethical practices in financial planning

• Examine client data and construct strategies to meet client goals and objectives in an ethical, professional and socially responsible manner

• A nationally recognised higher education microcredential qualification

• The introductory skills and knowledge to identify financial advice areas to clients

• Communication skills to explain financial planning processes

• Knowledge of the Australian legal framework and financial planning industry

• Recognition of prior learning for the Bachelor of Applied Commerce. The 1 subject studied in the microcredential will be recognised and credited towards the Bachelor of Applied Commerce qualification, with a fee-deduction

You must demonstrate that you have achieved one of the following:

• A NSW Higher School Certificate (HSC) or its equivalent OR

• A Certificate IV in Tertiary Preparation or its equivalent OR

• A completed certificate IV or higher vocational qualification OR

You must also:

• Attend a pre-admission interview where you may also be asked to complete a short literacy and numeracy task - this helps us to understand how we can support your study success and provide you with any necessary support

Note:

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

• An interest in personal finance/financial planning

• An interest in helping others

• Good attention to detail and analytical mindset

• Effective communication and interpersonal skills

• Sound problem solving and decision-making skills

• Ability to simplify difficult concepts