Aged and Disability Care Specialist Short Course

Notice - This course is no longer being offered.

Please note that we have now permanently closed enrolments for the Aged and Disability Care Specialist Adviser.

Gain the knowledge and capabilities to provide competent advice in the growing and changing aged care market with Mentor Education's Financial Planning Aged and Disability Care Specialist Short course.

With Australia's ageing population, the need for competent and specialised financial planning for senior citizens has never been greater. It is expected that the number of Australian's aged 65 and above will increase from around 2.5 million (2002) to 6.2 million in 2042*.

Mentor Education's Aged and Disability Care Specialist short course explores key drivers of aged care financial advice in Australia. Students will examine asset planning with a variety of time frames and life conditions. A significant component of the unit deals with the concepts of behavioural investment through an examination of emotional investing, a significant factor in financial planning for older clients.

Upon successful completion of this course you will gain industry accreditation as an 'Aged and Disability Care Specialist' Adviser.

Who Should Enrol?

This course is designed for individuals seeking specialised financial knowledge associated with Aged and Disability Care.

Course Entry Requirements

This is an open entry course with no pre-requisite qualifications. In order for you to successfully complete this course, it is recommended that you have a strong literacy and numeracy skills.

Course Outline

It is expected that students will complete this course within a 3-month period. Students who have extensive industry experience should expect to complete the Financial Planning Aged Care course in a shorter time period. Upon completion of this course you will be able to:

  • Understand the demographic trends and public policy framework facing retirees in the later stages of retirement who need to access aged care services
  • Describe and calculate the range of fees and calculation methods for home care packages and residential aged care and the interrelationship between government and private funding
  • Understand and critically assess strategy solutions to manage the cash flow and estate planning objectives of clients moving into aged care
  • Be aware of the emotional biases which may influence family outcomes and decisions and develop tactics to manage these issue
  • Develop and communicate effective client value propositions to demonstrate the value to clients of undertaking planning processes when considering aged care services

Course Outcomes

This course is an industry recognised qualification. Students who successfully complete the course can be accredited as an Aged and Disability Care Specialist Adviser.


Assessment may include:

  • Examination
  • Multiple Choice Questions
  • Short answer questions
  • Long Answer Questions
  • Case Study and Scenario's
  • Projects
  • Presentations
  • Research Tasks

Examples of activities that can be allocated to students included in self-directed hours may be:

  • Set reading (textbook/workbook)
  • Instructed research
  • Self-directed research
  • Webinars
  • Forums

Study Options

Online learning
Study online at your own pace, giving you the flexibility to achieve a nationally recognised qualification whilst also fulfilling your other life commitments.

Unlimited e-mail and phone support is provided by our experienced student support team between Monday to Friday, 9am – 5pm, so you’re never left to feel ‘lost’ or stuck during your studies.

Flexible Delivery Options: Nationwide

Mentor specialises in providing professional education and training services to you anywhere, any-time. We appreciate that learning needs differ for each individual and organisation, which is why we allow you to select the approach that works best for you.


Mentor Education Pty Ltd (RTO 21683) is a registered training organisation delivering vocational education and training across all states of Australia and globally.

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Mentor staff and Miler have helped me…
Mentor staff and Miler have helped me to complete my assessments and course in time. Appreciate your time and support. Warm Regards, Ali
–Ali M
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Well structured course and assessment
The assessor/trainer was prompt on responding to queries and giving feedback.
The assessor/trainer was prompt on responding to queries and giving feedback. Moreover, was always supportive to assisting me in completing my course.
–Varun S
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...Recently completed my Cert IV ...
I recently completed my Cert IV in Finance and Mortgage Brokering with Mentor Education. The service I have received since day one has been amazing. Earl Brooks has helped me immensely and Miller was a great teacher/Mentor. Can't wait to start my diploma!
–Cody S
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