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Advanced Diploma of Financial Services (FP)
(FNS60404) Advanced Diploma of Financial Services (Financial Planning)ASIC RG146/PS146 Compliance Training |
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Do you want a competitive advantage over the rest of the industry?
The Advanced Diploma of Financial Services (Financial Planning) enables you to stay ahead of the pack!
The Advanced Diploma enables you to demonstrate expertise in the understanding of the principles of complex financial planning. Complex financial needs such as taxation, estate planning and portfolio construction theory require a financial planner with advanced knowledge and skills. This nationally recognised qualification adds depth and credibility to your financial expertise, enabling you to address a greater range of client needs – not to mention, providing you with an educational pathway to greater career success.
| Distance Education | Workshop 2 days |
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| PATP – Principles of Advanced Taxation Planning | $500 | $1,000 |
| PAEP – Principles of Advanced Estate Planning | $500 | $1,000 |
| PAIP – Principles of Advanced Investment Planning | $500 | $1,000 |
| PSOA – Principles of Statement of Advice Construction | $500 | $1,000 |
* SAVE OVER 10% when you enrol in the FULL Diploma |
$1,800* | $3,600* |
Recognition of Prior Learning (RPL) can provide you with exemptions saving both TIME and MONEY! You may even be eligible for the Advanced Diploma without the need to undertake traditional course work based on your professional experience.
Accelerated learning available through 2 day workshops Australia wide
Self-paced Distance Education learning with unlimited support from industry practitioners
Education pathway to higher qualifications, industry designations and INCREASED EARNINGS potential!
To be awarded the following units of competency must be successfully achieved:
Pre-requisite Units
FNSICGEN301B Communicate in the workplace
FNSICGEN302B Use technology in the workplace
FNSICGEN304B Apply health and safety practices in the workplace
FNSICIND401B Apply principles of professional practice to work in the financial services industry
Core Units
FNSFPLN508B Conduct complex financial planning research
FNSFPLN601B Provide technical and professional guidance
FNSFPLN602B Determine client requirements and expectations for clients with complex needs
FNSFPLN603B Provide comprehensive monitoring and ongoing service
FNSFPLN604B Develop complex and/or innovative financial planning strategies
FNSFPLN605B Present and negotiate complex and/or innovative financial plan to the client
FNSFPLN606B Implement complex and/or innovative financial plan
FNSACCT604B Monitor corporate governance activities
You can undertake any ONE course or ALL FOUR courses at any time using any of the following study methods:
Distance (Self-paced) Education Distance or self-paced learning allows you to start a course when it suits you best. Moreover, it provides you with the flexibility to continue with your other commitments in life, such as work, parenthood and social life. BEST OF ALL - this options gives you access to our experienced financial professionals who can discuss concepts, conduct skill-based role plays and provide feedback on any assessments submitted. |
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Workshop (2 Days per module - 8 Days total) Our accelerated learning option involves face-to-face workshops which create a friendly classroom environment to enable learning in a timely and structured way. It also allows you to 'bounce ideas around' with other participants - not to mention the networking opportunities! Facilitators are industry professionals with 'real world' experience and take the time to tell the 'war stories' which help explain the concepts. We limit class sizes to NO MORE than 10 students to ensure personalised service is provided. |
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Recognition of Prior Learning (RPL) We recognise that some people have a wealth of knowledge gained over a period of years working in the industry, or through previous studies undertaken. RPL assessment is based on the knowledge and skills an individual has gained through prior course or work experience undertaken. (Please refer to the Student Information Guide for more information). Enquire about our ONE DAY Advanced Diploma RPL workshop. |
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