Degrees Top - Graduate Diploma of Financial Planning
Degrees - Middle - Financial Planning
More about this Course
The Graduate Certificate in Financial Planning (Professional Practice) is a short course for existing financial planners and advisers who already hold a degree or higher qualification in a finance field which is not a FASEA approved course.
The Graduate Diploma in Financial Planning is designed for:
- existing financial planners and advisers who hold a degree or higher qualification which is not in a finance related field
- existing financial planners and advisers who hold a financial planning Diploma or Advanced Diploma
- those who hold a degree qualification but have no previous work experience as a financial planner or adviser
The FASEA approved bridging courses in ethics, behavioural finance, and commercial and corporations law are also available.
- HE20529 Graduate Certificate in Financial Planning (Professional Practice)
- HE20530 Graduate Diploma of Financial Planning
- 900-HE20529_ET Ethics and Professional Standards for Financial Planners bridging course
- 900-HE20529_CL Commercial and Corporations Law for Financial Planners bridging course
- 900-HE20529_BF Behavioural Finance for Financial Planners bridging course
- TAFE NSW Ultimo campus
- Fully online
Each subject requires attendance at a face to face class 3 hours per week for 12 weeks. Classes are conducted in the afternoon and evening.
- Graduate Certificate: 12 weeks full time or part time equivalent
- Graduate Diploma: 2 x 12 week semesters full time or part time equivalent
- Bridging courses: 3 hours per week for 12 weeks
- Graduate Certificate students must complete four subjects and achieve 40 credit points
- Graduate Diploma students must complete eight subjects and achieve 80 credit points
- Each bridging course is a single standalone subject
- Classes commence 13 February 2023
- First round applications close 25 November 2022
- Late applications will be accepted until 27 January 2023 subject to availability of places.
You must satisfy the following entry requirements to be eligible for admission into these courses.
Graduate Certificate in Financial Planning (Professional Practice)
- You are currently practicing as a financial planner or adviser and hold a degree or higher qualification in a finance related field, but the degree is not a FASEA approved course.
Graduate Diploma of Financial Planning
- You are currently practicing as a financial planner or adviser and hold a degree which is not in a finance related area; OR
- You are currently practicing as a financial planner or adviser and hold a financial planning Diploma or Advanced Diploma; OR
- You would like to commence working as a financial planner, and hold a degree or higher qualification in any discipline.
- You are currently practicing as a financial planner or adviser and hold a FASEA approved degree or higher qualification.
Check current fee information in the Fee Schedule on the Fees and Payments page*.
Tuition fees for international students can be found on the TAFE International website.
There may be additional costs to purchase resources required for individual subjects. The course coordinator can advise you of any additional course fees.
* Note that tuition fees are reviewed annually and are subject to change.
As these courses are designed to meet the FASEA educational requirements for financial advisers, opportunities for recognition are prescribed by FASEA. Talk to the Course Coordinator to see if you are eligible for recognition for previous study or work experience.
Face to face classes for each subject total 3 hours per week over 12 weeks. Classes are conducted in the afternoon and evenings. To maximise your success, you’ll need to study at home for at least the equivalent amount of hours.
Assessments are designed to ensure they are practical and relevant to the workplace and will include preparation of Statements of Advice, presentations, reports and end of subject examinations. Most subjects require the completion of three assessment tasks.
You can view the course structure and an overview of study requirements for each subject by downloading the Course Information Brochure (two page flyer).
This course is available for enrolment by international students, subject to meeting course entry requirements and satisfying student visa conditions. For more information including tuition fees go to the TAFE NSW International website.
While every effort has been made to ensure the above information is accurate and up to date, you are advised to contact the course coordinator for specific and up to date information about tuition fees and academic requirements of the course.
Our courses meet the educational requirements for financial advisers set by the Financial Standards and Ethics Authority (FASEA)