Financial Planning courses

• Statement of AttainmentFinancial Planning Fundamentals

  MHE20511FP

  This Financial Planning microcredential qualification comprises of one subject and runs for 12 weeks. In this course, you'll gain an introduction into financial planning in Australia. Learn about budgeting, debt management, investing, insurance, superannuation and more. You'll gain the skills and knowledge to meet a client's goals and objectives, within an ethical, legal and socially responsible manner. You will also gain the skills to communicate financial planning processes and develop your own personal finance capabilities.

  Entry requirements

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  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

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

  Career pathways

  show requirements

  • Associate financial planner/adviser

  • financial planner/adviser

  • investment analyst

  • superannuation adviser or analyst

  • insurance adviser

  • compliance practice manager

  • financial planning client service manager

  • financial coach.

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• Statement of AttainmentSuperannuation and Retirement

  MHE20511SR

  This short course in superannuation and retirement comprises of one subject and runs for 12 weeks. In this course, you'll learn about the process of superannuation, retirement planning and gain an introduction into the aged-care system. You'll explore the history of superannuation, legislation, types of superannuation funds (including self-managed super funds) and contributions. You'll also examine why retirement funding is a core strategy for all working Australians and the effects of superannuation funds with respect to taxation and benefit payments. This course is also an excellent place to start if you're looking to further your studies with the Bachelor of Applied Commerce. Graduates of the superannuation and retirement course can receive one subject credit when they go on to study the Bachelor of Applied Commerce.

  Entry requirements

  show requirements

  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 AND

  • Successful completion of Financial planning Fundamentals (MHE5011FP) OR

  • Demonstrate capability to meet personal finance or financial planning by suitable evidence via qualifications, experience, training OR

  • A personal finance/financial planning challenge test will be conducted.

  You may 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

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

  Career pathways

  show requirements

  • Associate financial planner/adviser

  • financial planner/adviser

  • investment analyst, superannuation adviser or analyst

  • insurance adviser

  • investment analyst

  • practice manager

  • financial planning client service manager

  • financial coach.

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• Statement of AttainmentInvestment Planning

  MHE20530IP

  This Financial Planning 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 examine various types of investment options. 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. This is an essential short course for financial advisers, financial services industry employees and career changers looking to upskill in this specialty area.

  Entry requirements

  show requirements

  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 (https://fas.treasury.gov.au/))

  Note:

  • 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.

  Career pathways

  show requirements

  • Financial planner/adviser

  • investment adviser

  • specialised roles in investment banks or fund managers.

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• Statement of AttainmentInsurance and Superannuation

  MHE20530IS

  This Insurance and Superannuation 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 general and personal insurance, and the Australian superannuation environment. 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 risk and strategies for handling risk, as well as the role of financial advisers in insurance planning as part of an overall financial planning strategy.

  Entry requirements

  show requirements

  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 degree in any discipline (including financial services degrees not on the Financial Adviser Standards (FAS) approved list (https://fas.treasury.gov.au/))

  Note:

  • 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.

  Career pathways

  show requirements

  • Financial planner/adviser

  • personal insurance adviser

  • superannuation adviser

  • specialised roles in the insurance and superannuation industry.

  View course

• Statement of AttainmentBehavioural Finance for Financial Planners FASEA bridging course

  MHE20529BF

  Why do rational people sometimes make irrational decisions when it comes to money? The Behavioural Finance for Financial Planners introduces you to behavioural finance, where finance and psychology meet. Explore risk aversion, overconfidence and biases, and apply your learning to the behaviour of super funds, banks and insurers. You'll learn to recognise the nature and impact psychological factors have on investment behaviour and market outcomes.

  Entry requirements

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  You must provide certificates and transcripts to prove you have completed either:

  • A diploma in the area of financial planning, or

  • A bachelor’s degree in any discipline

  Note:

  • 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.

  Career pathways

  show requirements

  • financial planner/adviser

  • financial/life coach

  • investment coach

  • compliance manager

  • senior roles in financial planning.

  View course

• Statement of AttainmentRetirement and Estate Planning

  MHE20530RE

  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.

  Entry requirements

  show requirements

  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 (https://fas.treasury.gov.au/))

  Note:

  • 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.

  Career pathways

  show requirements

  • Financial planner/adviser

  • retirement and estate planning adviser

  • specialised roles in retirement and estate planning.

  View course

• Statement of AttainmentCommercial Law for Tax (Financial) Advisers

  MHE20531CL

  Are you looking to meet the Tax Practitioner Board’s (TPB) law requirements for financial advisers providing tax advice? Aimed at upskillers, this microcredential qualification provides students with key skills in commercial law and features an extensive list of industry partners.

  Entry requirements

  show requirements

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

  • A completed certificate IV or higher vocational qualification

  Note:

  • 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.

  Career pathways

  show requirements

  • accountant (general)

  • financial adviser.

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• Statement of AttainmentCommercial and Corporations Law for Financial Planners FASEA bridging course

  MHE20529CL

  The Commercial and Corporations Law for Financial Planners FASEA bridging course was designed to help you qualify or maintain your registration as a financial planner. This industry-accredited single subject course is also a great option if you want to upskill in your career or sample a subject from the Graduate Certificate in Financial Planning (Professional Practice) or Diploma of Financial Planning. You can also benefit from TAFE NSW’s excellent industry connections.

  Entry requirements

  show requirements

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

  • A diploma in financial planning or

  • A bachelor’s degree in any discipline

  Note:

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

  Career pathways

  show requirements

  • financial planner

  • financial adviser

  • compliance manager

  • remediation manager.

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• Statement of AttainmentEthics and Professional Standards for Financial Planners FASEA bridging course

  MHE20529ET

  Maintain your registration and consolidate your professional values with the Ethics and Professional Standards for Financial Planners. This essential tertiary microcredential qualification meets the minimum education requirements set by the Australian Government Treasury, while enhancing leadership skills in a specialised learning environment.

  Entry requirements

  show requirements

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

  • A diploma in financial planning or

  • A bachelor’s degree in any discipline

  Note:

  • 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.

  Career pathways

  show requirements

  • financial planner

  • financial adviser

  • compliance manager

  • senior roles in financial planning.

  View course

• Statement of AttainmentTaxation Planning

  MHE20530TP

  This Taxation Planning microcredential qualification consists of one subject of study and runs for 12 weeks. You can choose to study online or face-to-face. In this short course, you'll gain essential skills and knowledge about the Australian taxation system and its rules and regulations, with a focus on personal and business income tax. You'll also consider taxation strategies and learn how this is communicated to clients. Take part in projects and case studies and apply your knowledge to a range of scenarios. Have the opportunity to hear from industry experts who will enhance your learning by providing first-hand insights and information.

  Entry requirements

  show requirements

  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 (https://fas.treasury.gov.au/))

  Note:

  • 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.

  Career pathways

  show requirements

  • associate financial adviser

  • tax (financial) adviser

  • specialised roles in the tax sector.

  View course

• Undergraduate CertificateFinance and Investment

  HE20544V01

  The Undergraduate Certificate in Finance and Investment is a short course for people who work in business and want to understand and interpret financial information. Gain practical knowledge in borrowing and investment strategies, business finance, statistics and basic accounting, that you can apply in your career.

  Entry requirements

  show requirements

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

  • Completion of a Certificate IV or higher level qualification in business or financial services or

  • At least three years’ experience working in a business or retail environment

  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

  Career pathways

  show requirements

  • finance clerk

  • accounting assistant

  • business entrepreneur.

  View course

• Graduate CertificateFinancial Planning (Professional Practice)

  HE20529V01

  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.

  Entry requirements

  show requirements

  You must demonstrate that you have achieved the following:

  • That you are currently practicing as a financial planner or adviser and hold a degree or higher qualification in a finance related field (that is not a Financial Adviser Standards and Ethics Authority [FASEA] approved course)

  Note:

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

  • This is not a FASEA approved course

  Career pathways

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  • specialist financial planner

  • senior financial planner

  • financial planner

  • financial planning manager

  • client relationship manager.

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• Graduate DiplomaFinancial Planning

  HE20530V01

  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.

  Entry requirements

  show requirements

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

  • Hold a financial planning diploma or advanced diploma and be currently practising as a financial planner or adviser or

  • Hold a bachelor's degree in any discipline, including financial services degrees not on the Financial Adviser Standards (FAS) approved list (formerly approved by the Financial Adviser Standards and Ethics Authority [FASEA])

  Note:

  • 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.

  Career pathways

  show requirements

  • Financial planner

  • Specialist financial planner

  • Senior financial planner

  • Financial planning manager

  • Client relationship manager

  • Assistant financial planner

  • Paraplanner

  • Financial coach

  • Investment analyst

  • Investment manager

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