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Diploma of Financial Planning FNS50615

Diploma of Financial Planning FNS50615 (NO ENROLMENTS AVAILABLE)

******(This course has been deleted and is no longer available for new enrolments from 2021 onwards)

*Please refer to our new Advanced Diploma of Paraplanning course offer.

Are you interested in a rewarding career in the Financial Planning industry? The  Diploma of Financial Planning FNS50615 is no longer the bare minimum requirement to get you there. If you have completed the Diploma of Financial Planning qualification and you are registered with ASIC as an Authorised Rep, prior to December 31st 2018, you will be able to work as a Financial Planner but you must gain a degree by 2024. 

IIT offer an alternative pathway to a degree, for those wishing to become Financial Advisors/Planners and this meets FASEA requirements. The pathway is via the Advanced Diploma of Financial Planning FNS60415 qualification, which then gives you two credits into the Masters of Applied Finance (Financial Planning). This is a cheaper option than completing a degree also.

IIT are a preferred provider of RG146 accreditation for many large Dealer groups, banks and Financial Planning companies. We have amazing support for students and companies, to gain the most knowledge out of this qualification possible. Efficient and in-depth support provided along the way by our qualified assessors and trainers.

What sets us apart from the other providers? Our training is a very “hands on” approach, which allows students to learn high quality, strategic advice training with the best facilitators. We are preferred by many companies and dealer groups, due to our support of students and flexible modes of delivery we offer nation wide, which allow students to become quality, credible Financial Advisors with the most support.  Contact us to enrol or find out our latest offer.

To be considered as “job ready,” in this lucrative and exciting industry, you need what is known as RG146 compliance, this is exactly what the  Diploma of Financial Planning FNS50615 offers!

What is RG146? An individual cannot provide advice to retail clients, in any specialist knowledge area and/or in relation to any product if they do not meet the minimum training standards, as set out in RG146. The Australian Securities and Investments Commission (ASIC) regulates the provision of advice to retail clients in Australia.  As part of this policy, ASIC enforces a minimum education standard (KNOWLEDGE and SKILLS) all Financial Advisers/Planners must have in order to provide advice.  This is set out in Regulatory Guide 146 (RG146), which was previously known as Policy Statement (PS146).  Specifically, ASIC requires that: “RG146.4 All natural persons who provide financial product advice to retail clients must meet the training standards….“

Our RG146 Diploma of Financial Planning FNS50615 course will provide you with the necessary qualification, training and skills to cover the provision of general and personal advice on a comprehensive range of financial topics, including investment strategies and portfolio structures, retirement planning and superannuation and both TPD and Life insurances.

The  Diploma of Financial Planning FNS50615 will also cover a range of RG146 specialist knowledge outcomes, designed to maximise job opportunities available upon completion of the training. These Specialist Knowledge outcomes include: Derivatives, Securities, Managed Investments, Superannuation, and Life Insurance. *Add on the SMSF unit for Self Managed Superannuation advice, to meet SMSF advice requirements. 

What sets us apart from other providers?

 CPD is awarded for the SMSF unit from FPA and our extensive knowledge and experience in delivering to Financial Advisors and Accountants has allowed us to develop a far more knowledgeable SMSF course than others in the industry.

For more information on our Diploma of Financial Planning FNS50615, get in touch today. Enquire now on 1300 88 33 46 or alternatively, fill out our online contact form.

This Diploma is comprised of FOUR courses: *No charges for any resubmissions! 

Course module name: Distance Education Blended Delivery with Workshop (NA currently) Blended Workshop Duration
Financial Planning in Practice (FPP) $489 *$450 $989 *$899 2 Days in class (plus pre study)
Principles of Investment Planning (PIP) $489 *$450 $989 *$899 2 Days in class (plus pre study)
Principles of Retirement & Superannuation (PRS) $489 *$450 $989 *$899 2 Days in class (plus pre study)
Principles of Risk Management (PRM) $489 *$450 $989 *$899 2 Days in class (plus pre study)
Diploma of Financial Planning FNS50615



SALE! $1225* Full Diploma via distance learning as package deal.  click here to enquire further about this course and our latest offer!       N/A Currently N/A Currently

Course Overview

This course is ideal for adults of all ages seeking to enter the Financial Planning Industry or for those wanting to take their career to the next level, in the most flexible and affordable manner. The Diploma of Financial Planning FNS50615  is the bare minimum requirement to work as a Financial Planner/Advisor in Australia.

Training package rules: Due to industry feedback from many Financial Planning Dealer Groups and discussions with affiliated Financial Planning companies,​our recommendation is to complete our Full ​Diploma​,​ covering RG146 units​ in Financial Planning, Managed Investments, Securities, Derivatives, Superannuation and Life Insurance.
Students have the option of customising a specialist knowledge diploma without all the RG146 specialist knowledge areas​, however this will limit and in some cases prevent you from gaining employment, due to the reduced RG146 outcomes you will attain​.
Please refer to the Diploma of Financial Planning brochure for your options and contact us for further information and a quote, if you would like a basic Diploma with reduced RG146 electives

Entry Requirements There are no entry or eligibility requirements for this course
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. up to 935 hours over a maximum of 12 months is the recommended timeframe for students new to the industry.*Students who have prior Financial Services experience and knowledge will not require this amount of time.
Assessments True / False Questions (TF), Multiple Choice Questions (MCQ), Short Answer Questions (SAQ), Case study and role-play. For more information on 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. We recommend you progress into the FNS60415 Advanced Diploma of Financial Planning which then leads into our two elective Masters Units which gain credit into Charles Sturt University’s Master of Applied finance.
Related Courses FNS60415 Advanced Diploma of Financial Planning
RG146 Specialist Margin Lending
RG146 Specialist Foreign Exchange
RG146 Specialist Self Managed Superannuation Funds
RG146 Specialist Risk Management
RG146 Specialist Investment
RG146 Specialist Superannuation                             Masters Elective units

enrol in this course

Units of Competency

International Institute of Technology’s Diploma of Financial Planning FNS50615 encompasses the following units of competency:

Core Competency Units
FNSASICZ503 – Provide advice in Financial Planning
FNSINC401 – Apply principles of professional practice to work in the financial services industry
FNSFPL501 – Comply with financial planning practice ethical and operational guidelines and regulations
FNSFPL502 – Conduct financial planning analysis and research
FNSFPL506 – Determine client financial requirements and expectations

Elective Units
FNSIAD301 – Provide general advice on financial products and services
FNSASIC301 – Establish client relationship and analyse needs
FNSASIC302 – Develop, present and negotiate client solutions

Core Competency Units
FNSFPL503 – Develop and prepare financial plan

Pre-Requisite Units
FNSFMK502 – Analyse financial market products for client
FNSFMK503 – Advise clients on financial risk

Elective Units
FNSFPL508 – Conduct complex financial planning research
FNSASICT503 – Provide advice in Managed Investments
FNSASICW503 – Provide advice in Securities
FNSASICV503 – Provide advice in Derivatives

Core Competency Units
BSBITU402 – Develop and use complex spreadsheets

Pre-Requisite Units (*pre requisites for some investment units and Life Insurance also)
FNSINC501 – Conduct product research to support recommendations
FNSIAD501 – Provide appropriate services, advice and products to clients
FNSCUS505 – Determine client requirements and expectations
FNSCUS506 – Record and implement client instructions

Elective Units
FNSASICU503 – Provide advice in Superannuation

Core Competency Units
FNSFPL504 – Implement financial plan
FNSFPL505 – Review financial plans and provide ongoing service

Elective Units
FNSASICX503 – Provide advice in Life Insurance

*Optional module PSMSF- Self Managed Superannuation funds SMSF unit (pre requisites units FPP (Generic Knowledge and PRS Superannuation)


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