When you study the Bachelor of Applied Commerce majoring in Financial Planning, you'll build the practical skills, confidence and connections to thrive in your financial planning career. Whether you’re interested in becoming a financial planner or associate, a specialist financial adviser, or a client service manager, this course provides a pathway to a wide range of industries and experiences.
You’ll have the exciting opportunity to do a professional experience work placement during your course, which will give you practical experience in a workplace setting and help to establish valuable industry contacts.
This practical course meets the minimum educational requirements for Financial Adviser Standards (FAS) set by the Australian Government Treasury (formerly set by the Financial Adviser Standards and Ethics Authority (FASEA)).
You’ll learn in small classes and benefit from TAFE NSW’s industry connections. When you graduate, you may be eligible to apply for professional membership to the Financial Advice Association Australia (FAAA). You may also be eligible to register to the Tax Practitioners’ Board (TPB) as a tax (financial) adviser.
Learning Outcomes:
Through a mix of theory and practical course work, learn to:
Use financial planning software
Create detailed advice documents and statements
Build client relationships and develop your communication skills
Apply ethical and sustainability standards in financial planning
Use finance skills in real world situations
Develop professional skills for your career:
Graduate with a Financial Adviser Standards (FAS) approved bachelor's degree
Professional networking opportunities through work placement in the financial services industry
Accounting skills that are valued by a range of industries
The Bachelor of Applied Commerce majoring in Financial Planning is accredited by the Financial Advice Association Australia (FAAA). You may be eligible to apply for professional membership to this accrediting body. You may also be eligible to register to the Tax Practitioners’ Board (TPB) as a tax (financial) adviser.
Professional Experience Work Placement
Work placement provides you with opportunities to respond to situations and circumstances that cannot be replicated in a learning or simulated environment. Work placement strengthens your training and supports continued learning and assessment in the workplace. Work placement is a valuable part of your course.
During your course, you'll undertake 60 hours of mandatory work placement.
TAFE NSW will arrange your work placement with a suitable industry employer.
Academic Requirements:
Year 12 or equivalent
English Language Requirements:
Academic IELTS 6.5 with no band score lower than 6.0 or equivalent
Additional Requirements:
Applicants who meet the Academic and English entry requirements will be invited to a pre-entry interview to discuss their career plans and suitability for entry into the course. The interview process will also include a short literacy and numeracy assessment.