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Financial Planning Australia-diploma of financial planning fns50615

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FNS50615 Diploma of Financial Planning

As of 1 January 2019, those entering the financial planning industry (new advisers) seeking to join an AFSL (Dealer group) and offer personal advice to retail clients, require a degree level qualification. For further information please refer to the FASEA standards - www.fasea.gov.au.

This course covers the requirements for providing Financial Planning advice (RG146 compliant)


It is recommended that this course be completed prior to the "Advice in" Financial Planning Modules.

 

Separate courses covering other specialist knowledge areas are available for enrolment include: 
• Advice in Superannuation
• Advice in Managed Investments
• Advice in Securities and Derivatives
• Advice in Self-managed Super Funds
• Advice in Margin Lending 

 

OR should you wish - we have a packaged course including the FNS50615 Diploma of Financial Planning (incl. Advice in Life Insurance) and Advice in Superannuation, Managed Investments, Securities and Derivatives that you can undertake instead.

 

This is the industry recommended qualification for individuals who are seeking to become qualified under ASIC requirements as an Australian credit rep to provide a range of standard financial planning services, specialist para-planning services and life insurance advice.

 

NOTE: If you have previous industry experience/training you may be eligible for Recognition of Prior Learning (RPL). Please refer to the RPL read more page to determine the eligibility criteria.

 

 

COURSE DELIVERY OPTIONS:

Available in all states via:

• Face to face (blended - part classroom and remote/self-paced)
• Online (self-paced, remote)
• Correspondence (online access plus a hard copy of the course material will be sent to you)

This course can also be delivered for groups and on demand. Please contact us on 03 9391 3643 or info@aamctraining.edu.au for further information.

Regardless of your preferred delivery choice, qualified trainers/assessors will always be contactable for tutoring and assistance via email and telephone. Additionally, if you 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 to the next available class covering that area free of charge. 

 

COURSE REQUIREMENTS:

For all delivery options, you will need to have access to a computer with an internet connection. There are currently no entry requirements for this qualification.

 

COURSE DURATION:

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 to be completed by the participant post class time. Hence, overall course completion is controlled/directed by the participant.

 

CONTENT & ASSESSMENTS:

• 5 Online multi-choice assessments 
• 6 written assessments:
  - Generic knowledge
  - Case Study
  - Major Project
  - Advice in Life Insurance
  - Develop and Use Complex Spreadsheets
  - Advice in Financial Planning
• 3 x Skills Assessments/Role plays
  - Presentation of the Financial Services Guide
  - Explaining Risk
  - Presentation of the Statement of Advice

 

UNITS OF COMPETENCY:

Elective 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

 

ADDITIONAL INFORMATION:

Some dealer groups will require you to complete the extra "advice in" modules, or may allow you to complete only the ones you wish to give advice in.

 

CPD hours - 15

FASEA CPD Areas:

  • Technical Competence: 7 hours
  • Client Care and Practice: 2 hours
  • Regulatory Compliance and Consumer Protection: 2 hours
  • Professionalism and Ethics: 1 hour
  • General: 3 hours

 

Post nominal - Dip. FP

 

For regulatory/compliance information regarding Financial Advice and Services please visit the ASIC website.

 

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Student Info – AAMC Training Policies

Do you qualify for Credit Transfer /RPL

Contacts

  • Unit 1, 421 Blackshaws Road,
    Altona North, Victoria 3025

    Phone: 1300 2262 33 +61 3 9391 3643
              1300 AAMC ED +61 8 9344 4088

    Email: info@aamctraining.edu.au

System Requirements

  • What computer and software will be needed?
    • Windows XP or Linux based computer with internet connection.
    •  Internet Explorer 8.0 and above OR Mozilla Firefox
    •  Quick Time Player 4 and above
    •  Acrobat reader 6 and above
    •  Adobe Flash Player
    Download speeds
    •  Min 2 Mbps or above speed is required for running video

Latest Reviews for FNS50615 Diploma of Financial Planning
  • Excellent tutor gave very clear instructions and were very patient.
    Yi Beijing

  • Very well structured programme
    Werner New South Wales

  • The course was easy to follow and the support was available i needed.
    Michelle Victoria