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Diploma of Financial Services (FP)

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

(FNS50804) Diploma of Financial Services (Financial Planning)

ASIC RG146/PS146 Compliance Training

Are you ready to get serious about taking your career to the next level?

To enter the financial services industry, you need RG146 / PS146 compliance to demonstrate your understanding of the principles of financial planning – that’s precisely what the Diploma of Financial Services (Financial Planning) offers! The Diploma is comprised of FOUR specialist courses with the foundation course being Financial Planning in Practice (FPP) which is the pre-requisite course to enrol in any or all of the other courses.

  Distance Education Workshop
2 days
FPP – Financial Planning in Practice $450 $900
PIP – Principles of Investment Planning $450 $900
PRM – Principles of Risk Management $450 $900
PRS – Principles of Retirement and Superannuation $450 $900

* SAVE OVER 20% when you enrol in the FULL Diploma
 $1,599* $2,799*

Accelerated learning available through 2 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!

RG146, pS146 Accredited Advanced Diploma of Financial Services (Financial Planning) Compliance Training

To be awarded the following units of competency must be successfully achieved:

Industry Core 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

Sectoral Core Units

FNSFPLN501B     Comply with Financial Planning practice ethical & operational guidelines & regulations
FNSFPLN502B     Conduct financial planning analysis and research
FNSFPLN503B     Develop and prepare financial plan
FNSFPLN504B     Implement financial plan

Elective Units

FNSFPLN505B       Review financial plan and provide ongoing service
FNSFPLN506B       Meet with client to determine client requirements and expectations
FNSFPLN507B       Provide Financial Planning Advice
FNSASIC503ZB      Provide advice in Financial Planning

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).