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Courses

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

Financial Planning Qualifications and Courses

ASIC RG146/PS146 Compliance Training

The International Institute of Technology (‘IIT’) is one of Australia’s leading private education providers and is a Registered Training Organisation (RTO number 21421) with the Victorian Registration and Qualifications Authority (VRQA).

The IIT difference…

1.  Workshops are LIMITED to no more than 10 participants to ensure individualised training and maximise learning outcomes. Our Facilitators and Assessors are industry practitioners with extensive professional and educational experience in training and financial services.

  
2.  Extremely flexible methods of study – distance education, intensive workshops or a combination of both. We do not have ‘set semesters’ – you can start and finish when it suits you.

  
3.  Continual, ongoing assessments using role-plays and case studies to reinforce the learning and improve your knowledge and skills. Unlimited number of re-sits of assessments at NO additional cost.

  
4.  Nationally recognised qualifications providing premium education solutions at extremely affordable prices for those striving to achieve excellence and career success!

  

 

(FNS50804) Diploma of Financial Services (Financial Planning)

The Diploma of Financial Services (Financial Planning) meets the requirements of the Australian Securities and Investments Commission’s (ASIC) Regulatory Guide 146 (RG146 - formerly known as Policy Statement 146 PS146).and is recognised throughout Australia. This course is a nationally recognised and accredited qualification within the Australian Qualifications Framework (AQF).
RG146, pS146 Accredited Diploma of Financial Services (Financial Planning)

Financial Planning in Practice (FPP)

Provides students with the framework and foundation to understand the financial planning process (including both general and personal advice)		  

New entrants to the industry

The Diploma is the minimum nationally recognised qualification required to become a Financial Adviser under ASIC’s RG146 / PS146 requirements.

 

Principles of Risk Management (PRM)

Provides students with the specialist knowledge to offer advice on general insurance, income protection, TPD, life insurance, business insurance and trauma insurance.

 

Principles of Investment Planning (PIP)

Provides students with the specialist knowledge required to offer advice on securities, managed investments, derivatives, risk profile management, asset allocation strategies and portfolio structures.

Existing industry participants

If you have successfully completed previous financial planning courses with us or another training organisation, then you may be eligible for an exemption towards the completion of your Diploma.

Principles of Retirement and Superannuation (PRS)

Provides students with the specialist knowledge to offer advice on superannuation including contributions, retirement income streams, pensions and taxation.

 

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

 

Principles of Advanced Taxation Planning (PATP)

Provides students with the specialist knowledge required to offer complex advice to clients on the Australian taxation system, income and investment tax, Capital Gains Tax, and investment gearing amongst other areas.		  

New entrants to the industry

The Advanced Diploma is a nationally recognised qualification providing you with a competitive edge in the financial services industry through a higher demonstrated level of knowledge and skills.

The Diploma of Financial Services (Financial Planning) is the pre-requisite to gain entry in to the Advanced Diploma Program. 		RG146, pS146 Accredited Advanced Diploma of Financial Services (Financial Planning)

 

Principles of Advanced Estate Planning (PAEP)

Provides students with the specialist knowledge required to offer complex advice to clients on estate and succession planning issues, such as wills, trusts and death benefits from superannuation.

 

Principles of Advanced Investment Planning (PAIP)

Provides students with the specialist knowledge required to offer complex advice to clients on investment styles, research, portfolio theory and construction.

Existing industry participants

The Advanced Diploma of Financial Services (Financial Planning) enables you to differentiate yourself in the highly competitive financial services industry.

Recognition of Prior Learning (RPL) based on professional experience may be used to gain this qualification without the need for traditional course work.

Principles of Statement of Advice Construction (PSOA)

Provides students with the specialist knowledge required to complete complex financial planning strategies and construct a Statement of Advice (SOA).

 

FPP – Financial Planning in Practice


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PRM – Principles of Risk Management (Insurance)


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PIP – Principles of Investment Planning


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PRS – Principles of Retirement and Superannuation


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Insurance Advice Specialist
(provide Personal Advice)

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Investment Planning Specialist
(provide Personal Advice)

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Retirement and Superannuation Specialist
(provide Personal Advice)

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