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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).
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
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
This is an open entry course with no pre-requisite qualifications. However, students should have the following abilities
- Pass the Learning Literacy and Numeracy Test (LLN)
- Have a good understanding of English Language.
- Basic knowledge of using Computers and Microsoft Office.
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.
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
Why Choose Us?
Get Accredited for your dream job
Study Anytime, Anywhere
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:
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Getting Started
About
We are a Registered Training Organisation (RTO No: 45095) regulated by the Australian Skills Quality Authority.
Think Academy of Business and Technology (ABN 74 611 413 122) is a Registered Training Organisation (RTO No: 45095), registered by the Australian Skills Quality Authority (ASQA) and governed by the Vocational Education & Training (VET) Quality Framework. All Rights Reserved.