FNS50615 - Diploma of Financial Planning
Recognised Prior Learning
AAMC’s RPL program will evaluate your prior experience, training, knowledge, skills and competency against the current requirements of the Diploma of Financial Planning course.
AAMC Training’s RPL program will evaluate your prior experience, training, knowledge, skills and competency against the current requirements of the Diploma of Financial Planning course. Successful completion of the RPL process will exempt you from having to complete the normal study paths.
The competencies are constructed from the everyday operations of Financial Planners who should not have difficulty in confirming their knowledge after five years in the industry.
It is important to note that to apply for RPL, five of the last eight years must have been spent working in the financial planning industry.
RPL for the Diploma of Financial Planning will only be offered for the full course. It is not available for individual modules/competencies.
Your enrolment is valid for a period of twelve 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.
UNITS OF COMPETENCY:
15 Units of Competency
Core Units of Competency
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
BSBITU402 Develop and use complex spreadsheets
FNSINC401 Apply principles of professional practice to work in the financial services industry
Elective Units of Competency
FNSFPL508 Conduct complex financial planning research
FNSASICX503 Provide advice in Life Insurance
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
CPD Points - 15
For regulatory/compliance information regarding Financial Advice and Services please visit the ASIC website.