Education is the most powerful tool you can use to change your life. The financial services industry is a highly competitive environment in which there is greater importance to have an edge. So put yourself ahead of the pack with the Advanced Diploma!
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 successand increased remuneration potential. IIT's Advanced Diploma is listed on the ASIC training register and can be found at http://www.asic.gov.au/eTraining/eTrain.nsf
– Improved commissions splits // Dealer Groups can offer Advisers a higher percentage of commissions earned and/or lower Authorised Representative fees when they hold an Advanced Diploma.
– Improved employed opportunities and remuneration // Advisers who have the Advanced Diploma are more marketable because it demonstrates a commitment to further education and superior technical abilities when compared to Advisers with only a Diploma level qualification.
– Nationally recognised qualification // Recognition of your hard work through the awarding of a national qualification;
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Course name: |
Distance Education |
Workshop |
Workshop Duration |
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Principles of Advanced Taxation Planning (PATP)
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$500 *$479 |
$1,100 *$989 |
2.5 Days |
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Principles of Advanced Estate Planning (PAEP)
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$500 *$479 |
$1,100 *$989 |
2.5 Days |
|
Principles of Advanced Investment Planning (PAIP)
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$500 *$479 |
$1,100 *$989 |
2.5 Days |
|
Principles of Statement of Advice Construction (PSOA)
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$500 *$479 |
$1,100 *$989 |
2.5 Days |
|
FULL Advanced Diploma of Financial Services |
$1,799 *call us to find out our latest prices |
$3,499 *call us to find out our latest prices |
10 Days |
– Accelerated learning available through 2.5 day workshops Australia wide
– Self-paced Distance Education learning with unlimited support from industry practitioners
– Recognition of Prior Learning (RPL) can provide you with exemptions that saves both TIME and MONEY!
–Education pathway to higher qualifications, industry designations and INCREASED EARNINGS potential!
The Advanced Diploma can be completed via two methods of study:
Accelerated Learning (in workshops): Face-to-face workshops create a friendly classroom environment to enable learning in a timely and structured way. The sessions allow students to “bounce ideas around” with other participants - not to mention the networking opportunities or achievement of corporate team goals. Facilitators are industry professionals with “real world” experience and take the time to tell their “war stories” which help explain the concepts in an exciting way. See the website for details of when and where these courses are running in each capital city or contact our office to arrange tailored corporate training.
Distance (Self-Paced) Learning: 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 your social life. BEST OF ALL, this option gives you access to our Education Support Team comprised of experienced finance professionals who can discuss concepts, conduct skill-based role plays and provide feedback on any assessments submitted.
Recognition of Prior Learning (RPL)
If you have completed previous studies in the financial services area, you may be eligible for some credits towards the Diploma of Financial Services (Financial Planning) by way of course exemptions. If you believe there are similarities between the course(s) you have completed and the specialist knowledge areas of the Diploma we are very happy to evaluate your eligibility for course exemptions at no additional cost. Please contact us on 1300 88 33 46 for more information.
To be awarded the Diploma the following units of competency must be successfully achieved:
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Industry Core Units |
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FNSICGEN301B |
Communicate in the workplace |
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FNSICGEN302B |
Use technology in the workplace |
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FNSICGEN304B |
Apply health and safety practices in the workplace |
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FNSICIND401B |
Apply principles of professional practice to work in the financial services industry |
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Sectoral Core Units |
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FNSFPLN508B |
Conduct complex financial planning research |
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FNSFPLN601B |
Provide technical and professional guidance |
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FNSFPLN602B |
Determine client requirements and expectations for clients with complex needs |
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FNSFPLN603B |
Provide comprehensive monitoring and ongoing service |
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FNSFPLN604B |
Develop complex and/or innovative financial planning strategies |
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FNSFPLN605B |
Present and negotiate complex and/or innovative financial plan to the client |
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FNSFPLN606B |
Implement complex and/or innovative financial plan |
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FNSACCT604B |
Monitor corporate governance activities |