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10. I want to become a Para-planner. What are the minimum training requirements I need?

Para-planners assist Financial Planners / Advisers in the preparation of financial planning strategies, as well as the construction of Statements of Advice (SoA).  Most Financial Planning organisations (if not all) require qualified Para-planners to assist the financial advisor/planners role. The FNS50615 Diploma of Financial Financial Planning was previously the qualification most Para-planners held. Now that this qualification has been deleted as of 2020, students need to complete the Advanced Diploma of Paraplanning FNS60920, which IIT now offer and this qualification is open all year round to enrol into as of 2021. This course encompasses 9 core units of competency and a minimum of 3 electives, including XPLAN access as an IIT student, to assist students in completing the SoA (Statements of Advice) components of the course. Our electives include; prepare Advice in Superannuation, Life Insurance, Managed Investments, Securities and knowledge requirements for Self Managed Superannuation Fund advice. Please contact us regarding course fees and further enrolment information about this course click here