Diploma of Financial Planning

Program Details

• Program Code & Title

  FNS50615 Diploma of Financial Planning.

• Subjects

  The FNS50615 Diploma of Financial Planning requires 15 Subjects.

  Core Subjects:

  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 Selected 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

   

  *This unit has a prerequisite unit, that means to take this unit you will need to have the corresponding prerequisite units.  

• Entry Requirements

  There are no entry requirements for this Program however Students are required to undertake a Pre-Training Review and a Language Literacy Numeracy and Digital Literacy Assessment. 

  These will assist with determining suitability and relevance into course entry and identification of any support needs. 

• Assessment

  Assessment methods may include:

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

   

  *Assessment will be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the financial services and products advice field of work may include access to: 

  common office equipment, technology, software and consumables 

  financial services product information. 

• Duration and Intensity

  Traineeship:  Estimated duration 104 Weeks

  Non-Traineeship: Estimated duration 50 Weeks

• Delivery Mode

  TMG College Australia Provides the following delivery options: 

  Facilitator Led Virtual Online classes

  Face to face training 

  In person Classroom Based training delivered at TMG College Australia sites. Face to Face delivery includes both theory and practical activities. 

  Offsite training 

  TMG College Australia can deliver training and undertake assessments using facilities at a Students Workplace, or in a mobile manner (e.g. delivery at a regional/remote location for a specific period or for a specific training course).  

  Mixed mode training 

  A combination of various delivery modes. Also known as "Mixed Delivery" or "Blended Learning". This includes Online, Face to Face and Workplace Based.  

• Pathways

  Students who successfully complete this Program may undertake: 

  • FNS60415 Advanced Diploma of Financial Planning  

• Your Career

  Work functions in the occupational areas where this Program may be used are subject to regulatory requirements. 

  https://fpa.com.au/policy/policy-issues/education-and-professional-standards-requirements/ 

  Graduates at this level will have theoretical and practical knowledge and skills for specialised and/or skilled work and/or further learning. 

  Careers may include: 

  • Client services officer (financial institutions) 
  • Para planner

• Fees & Eligibility

  Fee For Service

  $9,000.00

   

  The student tuition fees published are subject to change given individual circumstances at enrolment. 

  This training is delivered with Victorian and Commonwealth Government funding. TMG College Australia encourage individuals with disabilities to access training subsidised through the Skills First Program. People with disabilities are encouraged to apply for this training.

  Skill First Eligibility Criteria 1. You must be an Australian Citizen or Permanent Resident* or New Zealand Citizen. 2. You must not have completed the same AQF level qualification or higher than the course you wish to enrol in, unless under 20 years of age on 1 January this year. 3. You must not have commenced or be scheduled to commence more than two Victorian Government subsidised courses this year; and 4. You must not be currently enrolled in two or more Victorian Government subsidised courses.

  Traineeship incentives may be applicable on full time/ part time basis, subject to eligibility. Enrolment fees apply.

   

  *Formal confirmation of permanent residence granted by the Department of Home Affairs (or its successor) AND the student’s foreign passport or ImmiCard required

• Locations

  This Qualification is available in the following regions: 

  • Melbourne CBD 
  • Box Hill 
  • Werribee 

• Upcoming Classes

  

• Credit Transfer

  We provide Credit Transfer with agreed and consistent credit outcomes for components of qualification if the CT request is equivalent in content and learning outcomes with TMG's matched qualifications 

• Recognition of Prior Learning (RPL)

  We provide Recognition of Prior Learning (RPL) where student work experience or qualifications of an advanced and related nature have been undertaken. RPL result is subject to the quality and amount of the evidence submitted by the Student to TMG.