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Advanced Diploma of Financial Services (FP)

Established since 2003
Diploma of Financial Services Advanced Diploma of Financial Services
VIC NSW QLD WA

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

ASIC RG146/PS146 Compliance Training


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
PATP – Principles of Advanced Taxation Planning $450 $900
PAEP – Principles of Advanced Estate Planning $450 $900
PAIP – Principles of Advanced Investment Planning $450 $900
PSOA – Principles of Statement of Advice Construction $450 $900

* SAVE 10% when you enrol in the FULL Diploma
$1,620* $3,240*

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!

RG146, pS146 Accredited Recognition of Prior Learning

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.



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.