Diploma of Financial Planning

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Course Code FNS50615
Course Title Diploma of Financial Planning
Location Melbourne City Campus
Intake Dates Monthly
Duration 1 Year
Fee Type Government Funding, Concession, Full Fee

“This training is delivered with Victorian and Commonwealth Government funding”

Course Overview

This qualification is for financial planners who provide a range of standard financial planning services and individuals providing specialist para-planning services

Course Structure

Assessment

Assessment methods may include:

  • Project/Assignment
  • Written assessment tasks
  • Scenarios and case studies
  • Portfolio

Units of Competency

The FNS50615 Diploma of Finacial Planning requires 23 units of competency:

Core Units

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
BSBITU402 – Develop and use complex spreadsheets

INDUSTRY SUGGESTED ELECTIVES

FNSIAD501 – Provide appropriate services, advice and products to clients
FNSINC501 – Conduct product research to support recommendations
FNSCUS505 – Determine client requirements and expectations
FNSCUS506 – Record and implement client instructions
FNSASICU503* – Provide advice in superannuation
FNSASICX503* – Provide advice in life insurance

INDUSTRY SUGGESTED UNITS

FNSINC402 – Develop and maintain in-depth knowledge of products & services used by an organisation or sector FNSASICT503* – Provide advice in managed investments
FNSFPL507 – Provide financial planning advice
FNSASICV503* – Provide advice in derivatives
FNSASICW503* – Provide advice in securities
FNSIAD502 – Provide appropriate and timely information and advice to clients
FNSFMK503 – Advise clients on financial risk
FNSFMK502 – Analyse financial market products for client

NOTES:
• The units that are highlighted have pre-requisite units to be completed prior to commencing it. *pre-requisite units

Requirements

Entry Requirements

There are no entry requirements for this qualification. Applicant will be required to successfully complete an ACSF language, literacy and numeracy (LLN) assessment.

Learning, reading, writing, oral communication and numeracy (ACSF Level 4) are desirable to participate in the course.

Outcomes

Pathways

After achieving the FNS50615 Diploma of Financial Planning, a further learning pathway utilising qualifications such as the FNS60410 Advanced Diploma of Financial Planning would support career progression.

Your Career

This qualification leads to positions within a range of standard financial planning services providing advice to clients on financial products and services within the ASIC licensing framework for the sector.

Fees

Fee Types

Government Funding Concession Full Fee
 $4,575.00  $915.00  $8,015.00

 

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* Eligibility criteria applies
* Material fees may apply
* The student tuition fees as published are subject to change given individual circumstances at enrolment