Back to Course areas
Accounting and Finance

6 courses

Financial Planning courses

Learn market behaviours, growth potential and associated laws to ethically guide customers to build a secure financial future. Specialise in retire...

Read more

  • TAFE Statement Commercial 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 provides students with key skills in commercial law and features an extensive list of industry partners. Students learn to embed ethical law practices in their daily professional lives, a valuable skill in several industries. Conducted in an exciting face-to-face environment, the course is structured so that students can take one subject per semester, fitting study around work and other commitments.

    Career pathways
    show requirements
    View course

  • TAFE Statement Commercial 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.

    Career pathways
    show requirements
    View course

  • TAFE Statement Ethics 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 FASEA bridging course. This essential tertiary microcredential qualification meets the minimum education requirements according to the Financial Adviser Standards (FAS) set by the Australian Government Treasury (formerly set by the Financial Adviser Standards and Ethics Authority [FASEA]), while enhancing leadership skills in a specialised learning environment. With high demand for financial planners with approved qualifications, it’s a great time to upgrade your skills in only 12 weeks.

    Career pathways
    show requirements
    View course

  • Undergraduate Certificate Finance 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. If you already have extensive relevant workplace or study experience, you may be eligible for recognition of prior learning to complete this course faster. Plus, if you continue your studies with the Bachelor of Applied Commerce, you will receive credit for the subjects you complete in this qualification.

    Career pathways
    show requirements
    View course

  • Graduate Certificate Financial 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. 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.

    Career pathways
    show requirements
    View course

  • Graduate Diploma Financial 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. 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.

    Career pathways
    show requirements
    View course