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Offering Info

Graduate Diploma of Financial Planning

  • TAFE NSW code: HE20530V01-21ULT-300

Location – Ultimo

Study Type

Online

Course Start Date

26 Jul 2021

Study Commitment

6 Hours per week

Duration

2 Years

  • Fee Help available
  • Non Government Subsidised

Course Details

The Graduate Diploma of Financial Planning has been designed to meet the FASEA educational requirements for financial advisers in accordance with the requirements of the Corporations Amendment (Professional Standards of Advisers) Act 2017. The Graduate Diploma is specifically for people currently practising as financial planners who hold a degree or higher qualification, but which is not in a finance field, and for existing advisers who hold a Diploma or Advanced Diploma in a finance related field. People who hold a degree in an unrelated field and who wish to become financial advisers can also complete this course to meet FASEA education requirements.
Students must complete eight compulsory subjects covering behavioural finance, applied financial advice, commercial and corporations law and ethics and professional standards for financial advisers, taxation planning, retirement and estate planning, insurance and superannuation planning and investment planning.
Further information about this course is available on the TAFE NSW Degrees website

When you study with TAFE NSW, we want you to succeed. Entry requirements allow us to make sure that you have the right pre-existing knowledge and skills to achieve your chosen qualification. You will need to provide evidence that you meet the requirements listed in this section.

MINIMUM ELIGIBILITY REQUIREMENTS
To enter this course you must be in one of the following categories:

  • an existing financial adviser who holds a degree but it is not in a finance related area;
  • an existing financial planner who holds a finance related diploma or advanced diploma qualification;
  • planning to become a financial adviser and hold a degree but it is not in a finance related area.

INTERNATIONAL APPLICANTS
International applicants must meet the minimum eligibility requirements. In addition, international applicants whose first language is not English must demonstrate English proficiency at a minimum IELTS level of 6.5 with a minimum level of 6 in any band.

ADDITIONAL REQUIREMENTS

With 130 locations across the state, TAFE NSW tailors qualifications to meet the needs of the local community and specific student groups (like apprentices, fast-tracked and online students). To make sure this course is the right fit for you, we will need you to demonstrate that you can meet the additional requirements below.

Course entry requirements are working in industry or undergraduate degree in any discipline.

To register for an information session, head to tafensw.edu.au/infofest. Students who cannot attend the Information Session please make an online enquiry or contact us on 131 601 for more information about the course!

INFORMATION SESSIONS

To find out more about this course, meet our teachers and receive information about enrolment and next steps, attend an information session.

Date Time Location
Thursday, 17 June 2021 6:00pm Join Information Session Here
Tuesday, 13 July 2021 6:00pm Join Information Session Here

STUDY COMMITMENT

This course is delivered flexibly, with each subject being completed over a maximum 12 week period. Classes are scheduled in the evenings from Monday to Thursday and attendance will be dependant on subjects chosen.

You may elect to study at our Ultimo campus, or online, with pre-recorded lectures and live weekly 3 hour classes in the evenings. Students should set aside a minimum of 6 hours per week to meet the study commitment, and all assessments are able to be completed fully online.


This is a post graduate course and the entry requirements are either over 5 years experience in the financial services sector in a middle manager or above role OR an undergraduate degree in any discipline.

This post graduate degree has been designed in conjunction with industry experts and meets the new FASEA financial planning education qualifications. The course consists of 8 subjects and students can complete either 1 or more subjects each semester either at our Ultimo campus or fully supported online if you are an existing adviser you may be entitled to RPL and complete the qualification even faster.

SERVICES AND STUDY SUPPORT

Did you know that TAFE degree graduates are employed within 2 months of graduation? Or as a TAFE NSW student you have unlimited access to Lynda.com which is an online library of video courses in software, design, technology, communication, learning and business? These skills can help you to achieve your study goals. Visit the Student Portal to get started.

We offer student services and study support to ensure you can achieve your goals. Learn about TAFE NSW Student Services

As a TAFE NSW student in this course, you will have access to:

  • LinkedIn Learning (formerly Lynda.com)
  • Smarthinking - after hours online study support service
  • Easy computing online short courses
  • Access to local TAFE libraries
  • Accessibility and Disability Support Services
  • Access to Read&Write learning support software at TAFE and at home

Mondays - Thursdays from 6.00pm - 9.00pm - Students should set aside a minimum of 6 hours per week to meet the study commitment, and all assessments are able to be completed fully online.

DOMESTIC STUDENTS

The 2021 fees are calculated at $2,200 per 10 credit point subject. Students must successfully complete 8 subjects to obtain this qualification. TAFE NSW Higher Education tuition fees are subject to change.
Fees are calculated each semester on a per subject basis. See the TAFE NSW Higher Education Tuition Fees Schedule for details.

FEE-HELP

FEE-HELP is a student loan scheme funded by the Commonwealth Government to help students pay their course fees. Find out more Study Assist website

INTERNATIONAL STUDENT

International student tuition fees are subject to the TAFE NSW Australia course fee structure. Further information please check the TAFE NSW International Australia website for details on fees and enrolment processes for international students.

Applying with us is easy, though the exact process does depend on your course and any prerequisites that go with it. Be sure to read all course information carefully to make sure it is the right qualification, location and study type for you. As you progress through the application and enrolment process you will be prompted to provide additional information.

Select Apply to complete your application. The course coordinator will contact you to outline any further application requirements.

For further information or assistance, call 131 601.

Find out more about Applying and Enrolling

Core Units
Number Title
FPAFA501A Applied Financial Advice
FPBFI501A Behavioural Finance
FPLAW501A Commercial and Corporations Law
FPETH501A Ethics and Professional Standards for Financial Advisers
FPINS501A Insurance and Superannuation Planning
FPINV501A Investment Planning
FPRET501A Retirement and Estate Planning
FPTAX501A Taxation Planning

Note: Not all elective units listed may be available to study, please enquire for more information.

Whether you're a school leaver, an aspiring apprentice, looking to kickstart a career, or you're upskilling, reskilling, or re-training, there's a TAFE NSW course to give you the skills you need for the job you want.

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Course Location

TAFE DIGITAL
Phone 131 601

Fees information

We understand that many students are confused by different fees for similar courses, and want to reassure you that studying with TAFE NSW won't damage your hip pocket.

Learn more about Fees information.

Payment options and assistance

Explore payment methods, pay by instalment, scholarships and VET Student Loans.

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