TAFE NSW
6 months
Discover how psychology influences financial decision-making in this bridging course for financial planners. Learn behavioural finance concepts to better understand client behaviour, market outcomes, and make more ethical investment recommendations.
You must have completed either a diploma in financial planning or a bachelor's degree in any discipline within the last ten years. Certified copies of your qualifications and transcripts must be provided through a Justice of the Peace or authorising officer. You should have an eye for detail, analytical mindset, strong communication and interpersonal skills, ability to simplify complex concepts, critical thinking, and decision-making skills. No ATAR score is required. If you cannot meet standard entry requirements, you may be eligible for special admission as a mature-aged (21+) or disadvantaged applicant.
The course comprises one core subject: Behavioural Finance (FPBFI501A). This subject helps you understand the difference between traditional finance and behavioural finance, grasp key psychological insights including risk aversion and bounded rationality, and apply behavioural finance concepts in practice by analysing the behaviour of banks and businesses. The course integrates theory with practical coursework to develop your ability to apply these concepts to real-world financial scenarios and client situations.
TAFE NSW is a leading vocational education provider in Australia with extensive experience in financial services training. This course is specifically accredited by the Financial Adviser Standards (FAS) as an approved bridging course, meeting the minimum education requirements set by the Australian Government Treasury. TAFE NSW provides comprehensive student support services, flexible learning options, and experienced instructors who understand the financial planning industry. The institution's commitment to practical, industry-relevant education ensures you gain skills directly applicable to your financial planning career.
Graduates pursue careers as financial planners, advisers, financial coaches, investment bankers, and investment officers. This course provides the essential education requirements for financial planning professionals and opens pathways to senior roles in financial planning and fund management. The FASEA accreditation ensures your qualification meets regulatory standards set by the Australian Government Treasury.
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