FNS60920 Advanced Diploma of Paraplanning
Enrol here: FNS60920 Advanced Diploma of Paraplanning
International Institute of Technology (IIT) offer this qualification as 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. Para-planners will gain the required skills and cover in-depth concepts in preparing Statements of Advice and Plans for clients. *Free use of XPLAN as a student is included in this course. Learn how to create professional Statements of Advice using Financial Planning Software. 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 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.
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 plus free SMSF elective for a limited time!
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 88 33 46 or emailing firstname.lastname@example.org 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 FNS60920 Advanced Diploma of Paraplanning is comprised of 7 modules (option to add SMSF knowledge as an additional elective).
Price: *Opening Super Sale offer–
$2380 $1599! Free SMSF elective **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|
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.
|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.|
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 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
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
Please contact us on 1300 88 33 46 for more information.