FNS60415 - Advanced Diploma of Financial Planning
This qualification is for financial planners who provide a comprehensive range of financial planning services across a variety of product environments,
including those involving complex issues and/or innovative strategies. The work is subject to Australian Securities and Investments Commission (ASIC)
regulation and licensing.
Preferred pathways for candidates entering this qualification include:
• FNS50610 Diploma of Financial Planning
• FNS50804 Diploma of Financial Services (Financial Planning)
The primary pathway from this qualification is employment as a financial planner providing advice to clients on financial products and services within the ASIC licensing framework for the sector. A further learning pathway could be study in relevant higher education programs. Learners should establish relevant qualifications and any credit arrangements that may apply in order to make appropriate elective choices in this qualification.
NOTE: If you have previous industry experience/training you may be eligiable for Recognition of Prior Learning (RPL). Please refer to to the RPL read more page to determine the eligibility criteria.
The entry requirement for this qualification is evidence of completion of the following units of competency, from the core of the Diploma in Financial Planning or their equivalent from a previous version of the FNS Training Package. These are:
FNSASICZ503* Provide advice in financial planning
FNSFPL501 Comply with financial planning practice ethical and operational guidelines and regulations
FNSFPL502 Conduct financial planning analysis and research
FNSFPL503 Develop and prepare financial plan
FNSFPL504 Implement financial plan
FNSFPL505 Review financial plans and provide ongoing service
FNSFPL506 Determine client financial requirements and expectations
FNSINC401 Apply principles of professional practice to work in the financial services industry
The entry requirement can be met by evidence of equivalent competency to the above units through recognition of prior learning (RPL).
* Please note the following prerequisite unit requirements:
|FNSASICZ503 Provide advice in financial planning
||FNSFPL501 Comply with financial planning practice ethical and operational guidelines and regulations
||FNSFPL502 Conduct financial planning analysis and research
||FNSFPL503 Develop and prepare financial plan
||FNSFPL504 Implement financial plan
||FNSFPL505 Review financial plans and provide ongoing service
To complete the course evidence of the entry requirements will be required and this forms part of your first assessment. Should you wish to ensure you meet the entry requirements of this qualification prior to enrolment please provide a copy of your statement of attainment to AAMC Training and we will advise if are eligible to proceed with your enrolment.
COURSE DELIVERY OPTIONS:
Available in all states via:
• Face to face (Classroom)
• Correspondence - online access plus a hard copy of the course manual will be posted to you
This course can also be delivered for groups and on demand. Please contact our head office on 08 9344 4088 or firstname.lastname@example.org for further information.
Regardless of your preferred delivery choice, qualified trainers will always be contactable for tutoring and assistance both via email and telephone. Also if have undertaken this course via face to face previously with AAMC Training and there are any areas you still do not understand you are welcome to return for free to the next available class covering this module.
For all delivery options, you will need to have access to a computer with an internet connection.
Your enrolment is valid for a period of eighteen months. With reference to “face-to-face” training; participants are guided through the learning material and the assessments are completed by the participant post class time. Hence overall course completion is controlled / directed by the participant.
CONTENT & ASSESSMENTS:
• Module 1 - Complex Financial Planning Research
• Module 2 - Advanced Planning Skills
• Module 3 - Managing a Financial Planning Practice
• 9 x Online Multi Choice Assessments
• 4 x Written Assessments – inclusive of the entry requirement evidence
UNITS OF COMPETENCY:
11 Units of Competency
Core Units of Competency
FNSFPL508 Conduct complex financial planning research
FNSFPL601 Provide technical and professional guidance
FNSFPL602 Determine client requirements and expectations for clients with complex needs
FNSFPL603 Provide comprehensive monitoring and ongoing service
FNSFPL604 Develop complex and innovative financial planning strategies
FNSFPL605 Present and negotiate complex and innovative financial plans
FNSFPL606 Implement complex and innovative financial plan
FNSPRM601 Establish, supervise and monitor practice systems to conform with legislation and regulations
Elective Units of Competency
FNSIAD501 Provide appropriate services, advice and products to clients
FNSCUS506 Record and implement client instructions
FNSINC501 Conduct product research to support recommendations
CPD Points - 30