Course code: MHE20530RE

    Retirement and Estate Planning

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    OverviewAbout this course

    This Retirement and Estate microcredential qualification comprises of one subject and runs for 12 weeks. You can choose to study online or face-to-face. In this short course, you'll learn about retirement and estate planning legislation, reforms and strategies, including social security and aged care in Australia. 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 focus on the financial planning industry body of knowledge. Specifically, you'll focus on retirement and estate planning, research, analysis and recommendations to meet client goals and objectives in an ethical, legal and socially responsible manner.

    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 studies with the Graduate Diploma of Financial Planning. Graduates of the insurance and superannuation course can receive one subject credit when they go on to study the Graduate Diploma of Financial Planning.

    OutcomesWhat you'll gain

    Learning outcomes

    Through a mixture of theory and practical course work, learn to:

    • Develop strategies for retirement and estate planning in an advice document in an ethical and professional manner

    • Present retirement and estate planning strategy recommendations in an advice document

    • Communicate and analyse the impacts of recent developments and key challenges in retirement and estate planning, including social security and aged care

    • Explain to clients the nature and purpose of wills, executors, attorneys, trusts, guardianships and death benefit nominations

    • Synthesise information to formulate effective financial decisions and solutions, including tax implications on retirement and estate planning

    Course outcomes

    Develop specialist skills to gain an advantage in the job market

    • A nationally recognised higher education microcredential qualification

    • The confidence to assess clients in the area of retirement and estate planning

    • The skills to develop recommendations in an advice document in the retirement and estate planning areas

    • Recognition of prior learning for the Graduate Diploma of Finance. The 1 subject studied in the microcredential will be recognised and credited towards the Graduate Diploma of Finance 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.

    SuitabilityIs this course right for you?

    Entry requirements

    This course requires evidence of previous experience or study before you can enrol

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

    • Hold a diploma or advanced diploma in financial planning and are currently practicing financial planning or

    • Hold a bachelor's degree in any discipline (including financial services degrees not on the Financial Adviser Standards (FAS) approved list (


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

    • Please ensure to attach all evidence when applying for this course to demonstrate the minimum entry requirements and for ease of the enrolment process.

    Entry recommendations

    To be prepared for this course, we recommend that you have:

    • A high commitment and application to this specialised area

    • An interest in helping others in this area

    • Compliance and risk management skills

    • Strong attention to detail and an analytical mindset

    • Sound problem solving and decision-making skills

    • Effective communication and interpersonal skills

    • Ability to simplify difficult concepts

    • Critical thinking skills

    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.

    PathwaysFuture career and study options

    Career pathways

    Our graduates go onto roles like: Financial planner/adviser, retirement and estate planning adviser and specialised roles in retirement and estate planning.


    This short course is a subject approved by the Financial Adviser Standards (FAS) (formerly known as Financial Adviser Standards and Ethics Authority [FASEA]) in the Graduate Diploma of Financial Planning course. Visit the FAS website for more information.

    Study pathways

    Take your study further with other courses offered at TAFE NSW:

    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 achieve your qualification faster.

    This short course provides a direct credit for the equivalent subject in the Graduate Diploma of Financial Planning.

    SubjectsSubjects in this course

    In this course, you will complete 1 core subject.

    Core Subjects

    Elective 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 servicesFacilities 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

    Study optionsFind a location to enrol