Advanced Diploma of Financial Services (FP)

(FNS60404) Advanced Diploma of Financial Services (Financial Planning)

Ideal for individuals seeking to:

• take their financial services career to the next level as Senior Financial Planner/ Adviser or Manager, or

• advance their study in to the Certified Financial Planner (CFP) course or Fellow Chartered Financial Practitioner (FchFP);

The Advanced Diploma is comprised of FOUR specialist courses and can only be enroled in after successful completion of the (FNS50804) Diploma of Financial Services (Financial Planning).

The Advanced Diploma of Financial Services (Financial Planning) is a qualification at a higher level than that required to provide advice to retail clients as detailed in Regulatory Guide 146 (RG146) which is supervised by the Australian Securities and Investment Commission (ASIC).

Upon successful completion of the Advanced Diploma you will be able to:

• conduct complex financial planning research
• Provide technical and professional guidance
• Determine client requirements and expectations for clients with complex needs
• Provide comprehensive monitoring and ongoing service
• Develop complex and/or innovative financial planning strategies
• Present and negotiate complex and/or innovative financial plan to the client
• Implement complex and or innovative financial plan
• 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.

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.

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.