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Diploma of Financial Planning (FNS50615)

Course Description

Subject
Financial Planning, RG146
Level
Diploma

Course Overview

The Diploma of Financial Planning (FNS50615) provides the skills and knowledge required to become a successful professional 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.

Being a Financial Adviser is very rewarding. Financial Planners often tell us the best thing about their jobs is the opportunity to help their clients invest, grow and protect their wealth through key life events as a ‘trusted adviser’.

Job Outcomes

  • Client Service Officer
  • Paraplanner
  • Senior Paraplanner
  • Junior Financial Planner
  • Financial Planner
  • 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:

  • Determining client requirements and expectations
  • Identifying client objectives
  • Establishing client relationships
  • Providing advice in Financial Planning
  • Developing financial strategies and solutions
  • Presenting financial strategies and solutions
  • Developing and preparing Financial Plans for your clients
  • Complying with Financial Planning ethical and operational guideline

Recognition

  • Nationally Recognised Training

Entry requirements

There are no prerequisites for enrolling in the Diploma of Financial Planning, however it is recommended that entrants have a strong grasp of literacy and numeracy, and undertake the first course of the Diploma (DFP 1) prior to commencing any of the subsequent courses (DFP 2-4).

Subjects

Core Units

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 Units

FNSFPL507 : Provide financial planning advice
FNSFPL508 : Conduct complex financial planning research
FNSIAD501 : Provide appropriate services, advice and products to clients
FNSINC501 : Conduct product research to support recommendations
FNSCUS505 : Determine client requirements and expectations
FNSASICU503 : Provide advice in superannuation
FNSASICX503 : Provide advice in life insurance
FNSASICT503 : Provide advice in Managed Investments
FNSASICW503 : Provide advice in Securities
FNSFMK502 : Analyse financial market products for client
FNSFMK503 : Advise clients on financial risk
FNSCUS506 : Record and implement client instructions

About Mentor Education

By submiting an enquiry on this Diploma of Financial Planning (FNS50615), 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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