Graduate Diploma of Financial Planning He20530v01

The Graduate Diploma of Financial Planning at TAFE NSW is designed to meet the educational requirements for financial advisers set by the Financial Adviser Standards (FAS). Students study to follow regulatory requirements when providing advice on superannuation, retirement and estate planning, insurance and investment, and to develop and analyse financial solutions for clients.

TAFE NSW offers full time, part time, and online study. The course requires one year full time or two years part time, with completion based on successfully completing eight subjects (80 credit points), made up of eight core subjects.

Graduates can gain a Graduate Diploma (AQF 8) and become eligible to apply for membership to the Financial Advice Association Australia (FAAA). The course also meets minimum education requirements for the Financial Adviser Standards (FAS) and qualifies new entrants to begin their professional year to register as a financial adviser.

Modules

• Elective Subjects
• Core Subjects

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 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.

• Financial Investment Adviser
• Financial planner
• Specialist financial planner
• Senior financial planner
• Financial planning manager
• Client relationship manager
• Assistant financial planner
• Paraplanner
• Financial coach
• Investment analyst
• Investment manager