Failing to plan is

EOFY SALE!!! UPTO 20% OFF ON ALL COURSES. LIMITED TIME ONLY.

Workshop Training only $2799

Distance Learning only $1499

Start a career in Financial Planning

FNS50615 - Diploma of Financial Planning

Overview

The FNS50615 Diploma of Financial Planning is a nationally recognised qualification under the Australian Qualifications Framework (AQF).This program develops the essential skills and knowledge required to enter the financial planning industry. From January 1st 2019, persons wanting to become a financial planner require a FASEA approved degree.’

The Financial Adviser Standards and Ethics Authority (FASEA) was established in April 2017 to set the education, training and ethical standards of licensed financial advisers in Australia. For more information kindly contact FASEA.

Part Diploma Courses

Superannuation Adviser is designed for individuals requiring RG146 compliance to provide advice on regulated Superannuation products (ie. both general AND personal Advice). Any person who provides Superannuation advice must have an industry specific accreditation (known as RG146 certification).

Investment Adviser is designed for individuals requiring RG146 compliance to provide advice on regulated Managed Investments and Securities products (ie. both general AND personal Advice). Any person who provides Managed Investments and Securities advice must have an industry specific accreditation (known as RG146 certification).

Life Insurance Adviser is designed for individuals requiring RG146 compliance to provide advice on regulated Insurance products (ie. both general AND personal Advice). Any person who provides Life Insurance advice must have an industry specific accreditation (known as RG146 certification).

Units of Competency

Core

BSBITU402 Develop and use complex spreadsheets

FNSASICZ503 Provide advice in financial planning

FNSFPL501 Comply with financial planning practice ethical and operational guidelines and regulations

FNSFPL502 Conduct financial planning analysis and research

FNSFPL503 Develop and prepare financial plan

FNSFPL504 Implement financial plan

FNSFPL505 Review financial plans and provide ongoing service

FNSFPL506 Determine client financial requirements and expectations

FNSINC401 Apply principles of professional practice to work in the financial services industry

Elective

FNSASICX503 Provide advice in Life Insurance

FNSASICU503 Provide advice in Superannuation

FNSASICW503 Provide advice in Securities

FNSASICT503 Provide advice in Managed Investments

FNSINC501 Conduct product research to support recommendations

FNSIAD501 Provide appropriate services, advice and products to clients

FNSCUS505 Determine client requirements and expectations

FNSCUS506 Record and implement client instructions

FNSFMK502 Analyse financial market products for client

FNSFMK503 Advise clients on financial risk

FNSASIC301 Establish client relationship and analyse needs

FNSASIC302 Develop, present and negotiate client solutions

Assessments

TABT has carefully structured its Assessments to include a variety of formats which will enhance your understanding:
● Multiple choice questions
● Case studies and Short Answer questions
● Observation
● Projects
● Role Plays

Course Entry Requirements

This is an open entry course with no pre-requisite qualifications. However, students should have the following abilities

  1. Pass the Learning Literacy and Numeracy Test (LLN)
  2. Have a good understanding of English Language.
  3. Basic knowledge of using Computers and Microsoft Office.
Career Outcomes and Opportunities

Course Outcome

The course emphasises on knowledge and financial planning skills to prepare you for providing personal advice to retail clients.
 
Course Modules
• Work in Financial Services
• DFP 1 – Financial Planning
• DFP 2 – Risk Protection
• DFP 3 – Superannuation & Retirement Planning
• DFP 4 – Investment Planning
• Spreadsheets for Business

Career Opportunities

The primary pathway from this qualification is employment as a financial planner providing advice to clients on financial products and services within the ASIC licensing framework for the sector. Any person who provides financial advice must have an industry specific accreditation (known as RG146 certification).

Job roles and titles vary across different industry sectors. Possible job titles relevant to this qualification include:

  • • Financial planner/adviser * 
  • • Associate financial planner/adviser (i.e. a junior)* 
  • • Para-planner
  • • Financial Planning practice manager
  • • Compliance officer at a financial planning firm/AFSL
  • • Finance and Insurance Professional* 
  • • Financial Investor Advisor* 
  • • Investment corporate actions support officer
  • • Superannuation corporate actions support officer

* The Financial Adviser Standards and Ethics Authority (FASEA) was established in April 2017. From January 1st 2019, persons wanting to become a financial planner require a FASEA approved degree. For more information contact FASEA.

Mode of Delivery
Workshop Learning

training will be delivered at the following locations: Level 3, 2 Brandon Park Drive, Wheelers Hill, VIC 3150

Self Paced Distance Learning

attending classes from the comfort of your home, completely flexible learning.

Choose your study mode

FNS50615

Workshop Training
$3499
$ 2,799 payment plans from $99
  •  

FNS50615

Distance Learning
$ 1,499 payment plans from $99
  •  

Why Choose Us?

Get accredited for your dream career

Get Accredited for your dream job

plane_1

Study Anytime, Anywhere

support

Enjoy full support from our trainers & staff

We are nationally recognised

Course Duration

Students have 12 months to complete this qualification. This course is a self-paced distance learning course. We would expect that you will spend at least 24 study hours per week. During this period students shall be reading, conducting research, performing assessments and managing feedback.
It is expected that on average, students will have the following study load to complete this course:

Request a course guide

By submitting the information above, you understand and accept the website terms and conditions and privacy policy. And you also agree that a course coordinator may contact you for discussing about the course options.

Shopping Basket