FNS60920 Advanced Diploma of Paraplanning
***SALE ON NOW!
CONTACT US HERE to find out more about becoming a qualified Paraplanner.
Only $1299 for full Course! With Free use of XPLAN and XPLAN learning centre as well as free SMSF electives Limited time only!
International Institute of Technology (IIT) offer this qualification as an online course only. This qualification encompasses the broad range of functions a Paraplanner will undertake in their role. Including the need to provide a comprehensive range of financial planning services regarding various product knowledge for individual client’s complex issues and strategies within the financial plan.
THE ROLE OF THE PARAPLANNER
The FNS60920 Advanced Diploma of Paraplanning qualification will delve into complex issues and strategies in the preparation of Statements of Advice for clients. Para-planners will gain the required skills and cover in-depth concepts in preparing Statements of Advice and compliant documentation in the preparation of Financial plans for clients on behalf of the Financial Adviser. The role may include but is not limited to Preparing Records of Advice, Statements of Advice, maintaining client records and files, contacting clients from time to time on behalf of the Financial Advisor/Planner, preparing specific product quotes. Learn how to understand the tools available in the Financial planning software program (XPLAN) to assist you to create the most complex and strategic Financial Plans.
**Free use of XPLAN is included in this course. Learn how to create professional Statements of Advice and receive free access to the IRESS Learning Centre to understand all the tools available.
THE OUTCOME OF THIS QUALIFICATION
This Nationally recognised Paraplanning qualification allows 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 FNS60920 Advanced Diploma of Paraplanning will cover a broad range of technical and management functions, with accountability for personal outputs and collaboration in team environments. Learn in your own time at your own pace with full support as you study online.
The FNS60920 Advanced Diploma of Paraplanning 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 SMSF elective for a limited time!) All learner material, PowerPoint slides and resources are in the online e-learning portal which is very easy to navigate through. Case studies breakdown scenarios to help you understand complex financial strategies to create statements of advice.
Do you want a competitive advantage over the rest of the industry?
The nationally recognised FNS60920 Advanced Diploma of Paraplanning 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 883346 or CLICK HERE to find out more about the FNS60920 Advanced Diploma of Paraplanning course information and our latest pricing and payment plan.
FNS60920 Advanced Diploma of Paraplanning (ENROL HERE)
ONLY $1299 with Payment plan available over 5 months!
Ask about our Free XPLAN and Free SMSF Electives as well!
The FNS60920 Advanced Diploma of Paraplanning is comprised of 7 modules
| 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 for free for a limited time only! |
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 (FREE use of XPLAN) |
Course Overview
This course is ideal for adults of all ages seeking to enter the Financial Planning Industry as a Paraplanner. You may wish to work in your own business or you can work as an employee or contractor in this role. You would work alongside the Financial Advisor to gather and research the best options for clients to prepare Financial Plans and generate Statements of Advice on behalf of the Advisor.
| Entry Requirements | Nil *Year 12 English equivalent recommended | |
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 |
Online 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. *This qualification mapped via a clustered arrangement whereby many units of competency are spread across several chapters of assessment tasks. This reduces doubling up on identical tasks. | |
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. | |
Units of Competency
To be awarded the FNS60920 Advanced Diploma of Paraplanning the following units of competency must be successfully achieved: 12 units of competency (9 core and 3 electives)*Add on SMSF electives for FREE for a limited time only!
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
FNSFPL18- 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
*B2B Corporate rates available to eligible companies. CLICK HERE to find out more!
Please contact us on 1300 88 33 46 for more information or email education@iit.edu.au
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Office Address - St Kilda Rd Towers, Level 1, 1 Queens Road, Melbourne, Victoria, 3004, AUSTRALIA