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Advanced Diploma of Paraplanning FNS60920

Advanced Diploma of Paraplanning FNS60920 **Brand new course for 2021!

International Institute of Technology (IIT) offer this qualification an online course. This qualification encompasses the broad range of functions a Para-planner will undertake in their role. Including the need to provide a comprehensive range of financial planning services and various product knowledge for individual clients. The role of the Para-planner will also include more complex issues and strategies for clients. In learning how to prepare statements of advice for clients and use complex knowledge in financial planning products and services, Para-planners will gain the required skills and grasp a broad range of knowledge in the financial planning sector and regulatory frameworks. The outcome of this qualification will allow individuals to apply specialist skills and knowledge in a range of situations, to deal with complex financial planning solutions and strategies for their clients. The skills you learn in the Advanced Diploma of Paraplanning FNS60920, will cover a broad range of technical and management functions, with accountability for personal outputs and collaboration in team environments.

The Advanced Diploma of Paraplanning FNS60920 enables you to demonstrate expertise in understanding the principles of complex construction in financial planning statements of advice . This qualification will give you the  knowledge and skills to prepare advice in Superannuation, Life Insurance, Securities, Managed Investments and the optional electives covering Self managed Superannuation Funds.**Free use of Xplan as an IIT student, so you can access Financial Planning Software and learn to create Statements of Advice for your Para-planning career!

Do you want a competitive advantage over the rest of the industry?
The nationally recognised Advanced Diploma of Paraplanning FNS60920 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.

Find out more today by calling 1300 88 33 46 or emailing for the FNS60920 Advanced Diploma of Paraplanning course information and latest pricing. *Corporate rates available to eligible companies. click here to find out more!

The Advanced Diploma of Paraplanning FNS60920 is comprised of 7 modules (option to add SMSF knowledge as an additional elective).

Price: *Opening Special offer $2380 $1799! Add on SMSF for only $199! **Limited time only!

Course module name: Distance Education/Online Chapters Assessment methods:
ADP-Financial Planning Chapter 1-3 and 6 True/False, Multiple Choice, Short answer and Case study
ADP-Superannuation Chapter 4 and 8 True/False, Multiple Choice, Short answer and Case study
ADP-Self Managed Superannuation Funds *optional elective to add on Chapter 5 and 13 True/False, Multiple Choice, Short answer and Case study
ADP-Investments 1 Chapter 7 Case study
ADP-Life Insurance Chapter 9 Case study
ADP-Investments 2 Chapter 10 Case study
ADP-Monitor Compliance Systems Chapter 11 Case study
ADP-Construction Advice Chapter 12 Case study

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 Nil
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.
Study Method: Distance Education/Online 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 and provide feedback on any assessments submitted as well as guide and clarify assessment requirements with students.
Course Duration The duration of the course will vary depending on each individual student and their prior experience and knowledge.  655 hours over a maximum of 24 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 or the Diploma of Financial Planning and or Advanced Diploma of Financial Planning with IIT, you may be eligible for some credits towards this course by way of course exemptions. For more information on course exemptions and recognition of prior learning, click here
Qualification Pathway Further qualification pathways in the Financial Planning stream may be available through several universities. Each university or provider will determine their approved credits or articulation agreements from our qualification.

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Units of Competency

To be awarded the Advanced Diploma of Paraplanning FNS60920 the following units of competency must be successfully achieved: 12 units of competency. (9 core and 3 electives)*Add on SMSF electives for a small fee!

Core units of competency
FNSCUS516 – Record and implement client instructions 
FNSFPL614- Develop Financial Plans 
FNSFPL615 – Present and negotiate financial plans 
FNSFPL616 – Implement financial plans 
FNSFPL621- Comply with ethical and operational guidelines, legislation and regulations in financial planning 
FNSFPL622- Conduct financial planning analysis and research 
FNSPRM611- Monitor and review organisational system compliance with legislation and regulations 
FNSINC411- Conduct work according to professional practices in the financial services industry 
FNSINC511- Conduct financial product research to support product recommendations

Elective units of competency
FNSFPL609- Prepare advice in Managed Investments 
FNSFPL610- Prepare advice in Superannuation 
FBSFPL618- Prepare advice in Securities 
FNSFPL619- Prepare advice in Life Insurance 

*Optional Elective units in SMSF Knowledge
FNSSMS511 – Invest Self-Managed Superannuation Funds Assets 
FNSSMS515 – Support Trustees in the Selecting and Monitoring Performance of Outsourced Services 

Please contact us on 1300 88 33 46 for more information.

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