|NTIS Code:FNS60415||CRICOS Course Code:086462C|
|Name of Qualification:||Advanced Diploma of Financial Planning|
|Delivery Mode||70% classroom and 30% online|
|Duration:||52 Weeks, including 12 weeks term breaks|
|Enrolment Fees (non-refundable):||AUD$300|
|Material Fees (non-refundable):||AUD$500|
|If Diploma/Advanced Diploma, is year 12 (or equivalent) required for entry?||YES|
|Total curriculum hours (including practicum) required to complete the course:||800|
|Is the course delivered full-time?||Yes|
|Training Arrangements||2 days classroom and 1 day online|
This qualification is for financial planners who provide a comprehensive range of financial planning services across a variety of product environments, including those involving complex issues and/or innovative strategies. The work is subject to Australian Securities and Investments Commission (ASIC) regulation and licensing.
The entry requirements for this qualification is completion of the following units of competency, from the core components of the Diploma in Financial Planning or their equivalent from a previous version of the FNS15 Training Package. These units are:
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
FNSASICZ503* Provide advice in financial planning (this unit has pre-requisites all the above units)
FNSFPL506 Determine client financial requirements and expectations
FNSINC401 Apply principles of professional practice to work in the financial services industry
These entry requirements can be met by completing the FNS50615 Diploma of Financial Planning with the Australian Professional Education Institute, our college.
The entry requirements can be also met by evidence of equivalent competency to the above units demonstrated through recognition of prior learning (RPL).
International students must:
A total number of 11 units must be selected for this qualification including 8 core units and 3 elective units.
|Unit Code||Unit Title||Core/ Elective|
|FNSFPL508||Conduct complex financial planning research||Core|
|FNSFPL601||Provide technical and professional guidance||Core|
|FNSFPL602||Determine client requirements and expectations for clients with complex needs||Core|
|FNSFPL603||Provide comprehensive monitoring and ongoing service||Core|
|FNSFPL604||Develop complex and innovative financial planning strategies||Core|
|FNSFPL605||Present and negotiate complex and innovative financial plans||Core|
|FNSFPL606||Implement complex and innovative financial plan||Core|
|FNSPRM601||Establish, supervise and monitor practice systems to conform with legislation and regulations||Core|
|BSBMGT605||Provide leadership across the organisation||Elective|
|BSBMGT617||Develop and implement business plan||Elective|
|FNSPRT502||Advise clients in estate planning||Elective|
A range of assessment and evidence gathering methods and techniques are used, including 2 – 4 or more methods for each unit of competency. For this course, methods include:
- Business simulated environment/Scenarios
- Written questions and tests
- Case studies
- Report writing
- Projects, assignments and research tasks
- Roleplays, simulations and presentations
Pathways from this Qualification
On successful completion of this qualification students may choose to undertake studies in any of the other Advanced Diplomas in the Finance Services Training Package for various specialisations or an Advanced Diploma in a related field.
A further learning pathway could be studies in relevant higher education programs. Students should establish relevant qualifications and any credit arrangements that may apply in order to make appropriate elective choices in this qualification.