Advanced Diploma of Financial Planning FNS60415 (**This course has been deleted and is no longer available for new enrolments in 2021) *Please refer to our new Advanced Diploma of Paraplanning course offer.
Articulate into Deakin’s Graduate Diploma of Financial Planning if you are an existing Advisor or Deakin’s Master of Financial Planning if you are a new Financial Advisor and you need to meet FASEA’s education requirement.
Updated FASEA CPD awarded also. Online Lectures to assist you with your assessments and learning!
Education requirements have changed for Financial Planners in Australia. Existing Advisors (those who have been Authorised Reps with an AFSL between January 1st 2016 to December 31st 2018 meet the existing Advisor criteria). The education requirement is a Graduate Diploma of Financial Planning, if existing Advisors have or complete an Advanced Diploma of Financial planning. 2 Credits apply to these advisors and IIT have an articulate pathway via Deakin to meet this education requirement.
The Advanced Diploma of Financial Planning FNS60415 enables you to demonstrate expertise in understanding the principles of complex financial planning advice. Complex requests such as taxation planning, estate planning, advanced Investment strategies and portfolio construction theory, require a financial planner with Advanced knowledge and skills.
Do you want a competitive advantage over the rest of the industry?
The nationally recognised Advanced Diploma of Financial Planning FNS60415 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 and increased remuneration potential.
What are the benefits?
- Improved commissions splits // Dealer Groups can offer Advisors a higher percentage of commissions earned and/or lower Authorised Representative fees when they hold an Advanced Diploma of Financial Planning.
- Improved employment opportunities and remuneration // Advisors who have the Advanced Diploma of Financial Planning are more marketable because it demonstrates a commitment to further education and superior technical abilities when compared to Advisors with only a Diploma level qualification.
- The Advanced Diploma of Financial Planning pathway // Leads to a degree in finance at one of our articulated agreement Universities around Australia. *IIT are one of the few RTOS that have articulation agreements with several leading Australian Universities. Call us on 1300 88 33 46 or email email@example.com to enquire now.
- Nationally recognised qualification // Recognition of your hard work through the awarding of a national qualification.
- IIT have CPD points awarded for each individual module contained within the FNS60415 Advanced Diploma of Financial Planning, as well as the full Advanced Diploma of Financial Planning qualification.
The International Institute of Technology (IIT) offers flexible online delivery with online lectures to aid students in their efforts to obtain a qualification. Find out more today by calling 1300 88 33 46 or emailing firstname.lastname@example.org for the FNS60415 Advanced Diploma of Financial Planning course information and latest pricing. *Corporate rates available to eligible companies.
Advanced Diploma of Financial Planning is comprised of FOUR modules
|Course name:||Distance Education||Blended Delivery with Workshop *N/A currently||Workshop Duration *N/A currently|
|Principles of Advanced Taxation Planning (PATP)||$500 *$479|
|Principles of Advanced Estate Planning (PAEP)||$500 *$479|
|Principles of Advanced Investment Planning (PAIP)||$500 *$479|
|Principles of Statement of Advice Construction (PSOA)||$500 *$479|
|Advanced Diploma of Financial Planning FNS60415||10 Days in class (plus pre study) *We are currently not running face to face in 2020.|
This course is ideal for adults of all ages seeking to enter the Financial Services Industry or for those wanting to take their career to the next level in the most flexible and affordable manner.
|Entry Requirements||A Diploma of Financial Planning or Equivalent core units. Evidence of completion required at time of enrolment. Dual qualification in Diploma of Financial Planning and Advanced Diploma of Financial Planning available, call 1300 88 33 46 now for this special offer!|
|Hardware & Software||Access to a computer/laptop with internet access and either Google Chrome or Mozilla Firefox. Microsoft Excel 2003 or later, Microsoft Word 2003 or later. A device capable of recording video (distance students only).|
|Study Method: Blended Delivery (tutorial workshop & self-paced learning)||Blended delivery includes a series of tutorial workshops combined with self-paced study. Our 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. Please go to the Schedules tab on our website to see when dates are running in your location or contact our office to arrange tailored corporate training.|
|Study Method: Distance 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 your social life. BEST OF ALL, it gives you access to our Distance Education Team who can discuss concepts, conduct skill-based role plays and provide feedback on any assessments submitted.|
|Course Duration||The duration of the course will vary depending on each individual student and their prior experience and knowledge. 690 hours over a maximum of 12 months is the recommended timeframe for students new to the industry.|
|Assessments||True / False Questions (TF), Multiple Choice Questions (MCQ), Short Answer Questions (SAQ), Case study. For more information on our assessment process, click here|
|Exemptions and 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 course by way of course exemptions. For more information on course exemptions and recognition of prior learning, click here|
|Qualification Pathway||This course is ASIC accredited and has national recognition. You may wish to articulate to a Graduate Diploma of Financial Planning with Deakin University or Masters in Applied Finance, click here.|
|Professional Recognition||CPD points have been awarded for each module contained within the FNS60415 Advanced Diploma of Financial Planning, as well as the full qualification; PAEP – 19.25, PAIP – 22.5, PATP – 21.5, PSOA – 17. For more information on further pathways, click here|
|Related Courses||FNS50615 Diploma of Financial Planning
FNS50215 Diploma of Accounting
RG146 Specialist Margin Lending
RG146 Specialist Foreign Exchange
RG146 Specialist Self Managed Superannuation Funds
RG146 Specialist Risk Management
RG146 Specialist Investment
RG146 Specialist Superannuation
Units of Competency
To be awarded the Advanced Diploma of Financial Planning FNS60415 the following units of competency must be successfully achieved:
Core Competency Units
FNSFPL602 – Determine client requirements and expectations with clients with complex needs
FNSFPL603 – Provide comprehensive monitoring and ongoing service
FNSCUS506 – Record and implement client instructions
Core Competency Units
FNSFPL508 – Conduct complex financial planning research
FNSFPL605 – Present and negotiate complex and innovative financial plan
FNSINC501 – Conduct product research to support recommendations
PATP *RPL available towards one TPB Australian Taxation unit
Core Competency Units
FNSFPL601 – Provide technical and professional guidance
FNSPRM601 – Establish, supervise and monitor practice systems to conform with legislation and regulations
Core Competency Units
FNSFPL604 – Develop complex and innovative financial planning strategies
FNSFPL606 – Implement complex and innovative financial plan
FNSCUS505 – Determine client requirements and expectations
Please contact us on 1300 88 33 46 for more information.
Disclaimer: This activity has been accredited for continuing professional development points by the Financial Planning Association of Australia but does not constitute FPA’s endorsement of the activity. Accreditation number 010945 for 80.5 CPD points