The Graduate Diploma of Financial Planning has been designed to meet the educational requirements for financial advisers set by the Financial Adviser Standards (FAS). The Graduate Diploma requires one year of study and is a FAS accredited course. 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.
1 year full time or 2 years part time
Through a mixture of theory and practical course work, learn to:
Create detailed financial plans and give financial advice
Understand how psychology affects financial market outcomes
Build client relationships
Embed ethical practices in financial planning processes
Develop specialist skills to gain an advantage in the job market
Graduate with Graduate Diploma (AQF 8)
Practical, industry-focused skills in financial planning
Eligibility for new entrants to begin their professional year
This course has been accredited by the Tertiary Education Quality and Standards Agency (TEQSA)
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
Experience working as a financial planner or adviser, or wish to commence working as a financial planner
Good communication skills
An interest in helping others
Curiosity and attention to detail
A PC or laptop to access study materials and complete your assessments
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: Financial planner, Specialist financial planner, Senior financial planner, Financial planning manager, Client relationship manager, Assistant financial planner, Paraplanner, Financial coach, Investment analyst and Investment manager
Graduates of this course will be eligible to apply for membership to the Financial Advice Association Australia (FAAA). This course also meets the minimum education requirements for the Financial Adviser Standards (FAS) set by the Australian Government Treasury (formerly set by the Financial Adviser Standards and Ethics Authority (FASEA)) and qualifies new entrants to begin their professional year to register as a financial adviser. Visit FAS and Australian Securities and Investments Commission (ASIC) for more information about the professional year for new entrants.
Take your study further with other courses offered at TAFE NSW:
The Graduate Diploma of Financial Planning does not have any pre-requisite courses.
The Graduate Diploma of Financial Planning does not have any post-graduate courses.
The Graduate Diploma of Financial Planning 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 8 subjects (80 credit points) made up of 8 core subjects.
The Graduate Diploma of Financial Planning is accredited by the Financial Advice Association Australia (FAAA). You may be eligible to apply for membership to this accrediting body.
Financial Advice Association Australia (FAAA)
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
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.