This short course in financial planning comprises of one subject and runs for 12 weeks. You can choose the option to study online or face-to-face.In this course, you'll examine various types of investment options.This is an essential short course for financial advisers, financial services industry employees and career changers looking to upskill in this specialty area. You'll learn to assess investor constraints and assess the risk vs reward of investment strategies to ensure the strategy meets the client’s financial planning needs. You'll have the opportunity to hear from industry experts who will enhance your learning by providing first-hand insights and information. This course is also an excellent place to start if you're looking to further your study with the Graduate Diploma of Financial Planning. Graduates of the investment planning course can receive one subject credit if you go on to study the Graduate Diploma of Financial Planning.
Through a mixture of theory and practical course work, learn to:
Generate quantitative client and investment information to meet client goals
Compare and evaluate investment opportunities
Review investment strategies and evaluate client needs, risk profile, goals and investment performance
Communicate strategy recommendations for investments to clients
Develop recommendations in an advice document in the investment planning advice area
Develop specialist skills to gain an advantage in the job market
A nationally recognised higher education microcredential qualification
The skills to assess potential clients in the area of investment planning
The ability to apply research skills to investment technical knowledge, strategies and products
Experience in developing recommendations in an advice document in the investment planning advice area
Recognition of prior learning for the Graduate Diploma of Financial Planning. The 1 subject studied in the microcredential will be recognised and credited towards the Graduate Diploma of Financial Planning qualification, with a fee-deduction
For existing advisers or those attaining the Professional Year (PY), a Continuing Professional Development (CPD) certificate will be provided upon successful completion of this subject. Please check with your licensee on the CPD policy requirements
This course requires evidence of previous experience or study before you can enrol
To be prepared for this course, we recommend that you have:
A high commitment and application to this specialised area
Compliance and risk management skills
Strong attention to detail and an analytical mindset
Sound problem solving and decision-making skills
Interpersonal skills, including the ability to present reports
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 planner/adviser, investment adviser and specialised roles in investment banks or fund managers.
This microcredential meets the minimum education requirements for investment planners according to the Financial Adviser Standards (FAS) set by the Australian Government Treasury (formerly known as Financial Adviser Standards and Ethics Authority [FASEA]). It is an accredited subject with FAS as a subject in the Graduate Diploma of Financial Planning course. Visit the FAS website: (https://fas.treasury.gov.au) for more information.
Take your study further with other courses offered at TAFE NSW:
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 achieve your qualification faster.
This tertiary microcredential provides a direct credit for the equivalent subject in the Graduate Diploma of Financial Planning.
In this course, you will complete 1 core subject.
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.