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) and the FPA Women in Finance and Economics Scholarship Program. With full-time, part-time and online study available, you can choose the option that makes sense for your career and lifestyle.
3 years full time or 6 years part time.
Through a mixture of theory and practical course work, learn to:
Understand ethical considerations and professional standards for financial advisers
Build client relationships
Understand behavioural finance
Present applied financial advice
Learn about commercial and corporations law
Develop specialist skills to gain an advantage in the job market
Graduate with a Graduate Certificate
Practical, industry-focused skills in financial planning
Experience in creating and implementing detailed financial plans
Confidence to prepare statements of advice
This course requires evidence of previous experience or study before you can enrol
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.
Our graduates go onto roles like:
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.
Other jobs include: specialist financial planner, senior financial planner, financial planner, financial planning manager and client relationship manager.
Take your study further with other courses offered at TAFE NSW:
Alternative pathways into this course
The Graduate Certificate in Financial Planning (Professional Practice) does not have any pre-requisite 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.
Strengthen your expertise and expand your employability
The Graduate Certificate in Financial Planning (Professional Practice) does not have any related courses.
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.
Completion of this course requires you to successfully complete 4 subjects (40 credit points) made up of 4 core 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 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
Smarthinking - online access to a tutor
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
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.