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Advanced Diploma of Financial Planning (FNS60415)

Course Description

Financial Planning, RG146
Advanced Diploma

Course Overview

The Advanced Diploma of Financial Planning (FNS60415) provides the skills and knowledge required to advance your career in the Financial Planning industry. In 2015, average salaries for a job in Financial Services ranged between $75,884 AUD and $94,422 AUD on SEEK. Employment for Financial Planners has been growing for the last 7 years and is expected to continue.

Compared with other professions, it has the second lowest rate of unemployment (Source: Job Outlook), illustrating and demonstrating the employability of Financial Advisers and Managers.

The Advanced Diploma of Financial Planning opens doors for career progression within some of Australia’s leading Financial Services institutions, Australian Financial Services Licensees and ‘Dealer Groups’. Australia’s most well-regarded banks, fund management companies and financial planning firms are increasingly requiring an Advanced Diploma Of Financial Planning and acknowledge that those holding an Advanced Diploma Of Financial Planning are best equipped with the skills and knowledge to provide personal advice for retail clients with complex needs, such as estate planning, taxation and investment planning.

Job Outcomes

  • Senior Paraplanner
  • Senior Financial Planner
  • Practice Development Manager
  • Practice Principal

What you'll learn

In this nationally recognised Diploma, you will learn a range of skills to assist you in a variety of situations. Some key skills include:

  • Taxation Planning
  • Estate Planning
  • Advanced Investment Planning
  • Financial Planning


  • Nationally Recognised Training

Duration & study load

It is expected that students will spend 1800 hours in learning and related activities if completing on a full-time basis over 12 months students who have extensive industry experience will be expected to complete it in a shorter period

Entry requirements

It is recommended that you complete the Diploma Of Financial Planning subjects before enrolling in the Advanced Diploma Of Financial Planning. The recommended knowledge requirements for the Advanced subjects must be initially satisfied at the Diploma level.


Core Units

FNSFPL508 : Conduct complex financial planning research
FNSFPL601 : Provide technical and professional guidance
FNSFPL602 : Determine client requirements and expectations for clients with complex needs
FNSFPL603 : Provide comprehensive monitoring and ongoing service
FNSFPL604 : Develop complex and innovative financial planning strategies
FNSFPL605 : Present and negotiate complex and innovative financial plans
FNSFPL606 : Implement complex and innovative financial plans
FNSPRM601 : Establish, supervise and monitor practice systems to conform with legislation and regulations

Elective Units

FNSASICT503 : Provide advice in Managed Investments
FNSASICW503 : Provide advice in Securities
FNSASICU503 : Provide advice in Superannuation

About Mentor Education

By submiting an enquiry on this Advanced Diploma of Financial Planning (FNS60415), you will receive a complimentary course consultation with Mentor Education.  

This course is provided by RG146 Training Australia Pty Ltd, trading as Mentor Education. RG146 Training Australia Pty Ltd is a Registered Training Organisation (RTO code: 21683).

Want to know more about this course? Simply fill out this short form to receive a free course consultation with Mentor Education.


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