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Advanced Diploma of Financial Planning FNS60415

Advanced Diploma of Financial Planning FNS60415

Articulate into CSU’s Masters of Applied Finance from our Advanced Diploma of Financial Planning! CPD awarded also.

Education requirements have changed for Financial Planners in Australia. As of 2017, Financial Planners are required to gain a Degree/Masters level qualification to remain in the industry.

IIT have an articulation agreement with Charles Sturt University (CSU), whereby you can complete the Advanced Diploma of Financial Planning FNS60415 qualification with us and then complete two of our elective Masters units and gain credit into CSU with 4 credit units! (click here to find out more) Here’s how it works

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. 75.25 CPD points awarded upon completion.

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. IIT’s Advanced Diploma of Financial Planning is run face to face in workshops in Melbourne, Sydney, Brisbane, Gold Coast, Perth and Adelaide as well as flexible distance education delivery. *IIT specialise in in-house face to face training in any state or location, for companies who require face to face learning, around their business needs. *Minimum numbers required.

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 education@iit.edu.au 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 face-to-face tutorial training workshops to aid students in their efforts to obtain a qualification. Pre-reading and study are required before participants can attend these workshops. The workshop time frame does not signify the total duration of course hours and assessment time.

Find out more today by calling 1300 88 33 46 or emailing education@iit.edu.au for the Advanced Diploma of Financial Planning course information and latest pricing. *Corporate rates available to applicable companies.

*Government Funding available to eligible Victorian students. $475 for eligible Gov funded students with free workshop classes!

Advanced Diploma of Financial Planning FNS60415 is comprised of FOUR modules 

Course name: Distance Education Blended Delivery with Workshop Workshop Duration
Principles of Advanced Taxation Planning (PATP) $500 *$479 $1,100 *$989 2.5 Days in class (plus pre study)
Principles of Advanced Estate Planning (PAEP) $500 *$479 $1,100 *$989 2.5 Days in class (plus pre study)
Principles of Advanced Investment Planning (PAIP) $500 *$479 $1,100 *$989 2.5 Days in class (plus pre study)
Principles of Statement of Advice Construction (PSOA) $500 *$479 $1,100 *$989 2.5 Days in class (plus pre study)
Advanced Diploma of Financial Planning FNS60415 $1,799  $1499!   Call us or click here to find out our latest prices $3,499 $2799!  Call us or click here to find out our latest prices 10 Days in class (plus pre study)

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Course Overview

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 and role-play. 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 Bachelor of Finance or Masters in Applied Finance. For more information on universities with credit arrangements with IIT, 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 – 23, PATP – 17.25, PSOA – 15.75. 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

enrol in this course

Units of Competency

To be awarded the Advanced Diploma of Financial Planning FNS60415 the following units of competency must be successfully achieved:

PAEP
Core Competency Units
FNSFPL602 – Determine client requirements and expectations with clients with complex needs
FNSFPL603 – Provide comprehensive monitoring and ongoing service

Elective Units
FNSCUS506 – Record and implement client instructions

PAIP
Core Competency Units
FNSFPL508 – Conduct complex financial planning research
FNSFPL605 – Present and negotiate complex and innovative financial plan

Elective Units
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

PSOA
Core Competency Units
FNSFPL604 – Develop complex and innovative financial planning strategies
FNSFPL606 – Implement complex and innovative financial plan

Elective Units
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 008471 for 75.25*