Financial Planning Australia-financial planning package

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Financial Planning Package
FNS50615 Diploma of Financial Planning (inc Advice in Life Insurance) and Specialist Knowledge Package (Advice in Superannuation, Managed Investments, Securities and Derivatives)

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

Announcing our New Financial Planning Package in response to growing calls for packaged specialist knowledge Financial Planning courses, we are pleased to offer our clients the following:

FNS50615 Diploma of Financial Planning:

This course covers the requirements for providing Financial Planning advice including Advice in Life Insurance (RG146 compliant). It is recommended that this course be completed prior to completing the "Advice In" Financial Planning Modules.



Specialist Knowledge Financial Planning Package:

• Advice in Superannuation
• Advice in Managed Investments
• Advice Securities and Derivatives

The abovementioned courses have been packaged together to cover the RG146 compliance requirements for providing Financial Planning advice, advice in life insurance, managed investments, superannuation and securities and derivatives.

This is the industry recommended competency pathway for Financial Planners to provide a range of standard financial planning services and those providing specialist para-planning services. The qualification meets ASIC requirements for Authorised Representatives giving advice in the specialised areas detailed in the package.

AAMC Training is assisting people to access major universities by ensuring that some of our courses meet academic entry requirements. Curtin University has stated that exemptions in terms of credits will be granted to the holders of these qualifications (*conditions apply).


If you have enrolled in this Financial Panning Package, you will be eligible to enrol in the following Tax Practitioners Board units at a discounted packaged price of $697 (Inc. GST) RRP $377 (Inc. GST) Per Course.
TPB506 - Apply taxation requirements when providing tax (financial) advice services
TPB507 - Commercial law for tax (financial) advisers

Please contact AAMC Training on 1800 662 262 or to process your discounted TPB Packaged enrolment or if you require further information.


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.
• Online

These courses can also be delivered for groups and on demand.
Regardless of your preferred delivery choice, qualified trainers will always be contactable for tutoring and assistance both via email and telephone. Also if you have undertaken this course 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 that module.



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.



Your enrolment is valid for a period of twelve months. With reference to “face–to–face” training, there is some pre-attendance reading with some online multiple choice assessments to be completed. Participants are guided through the learning material by a trainer but the written assessments are completed by the participant post class time. Hence overall course completion is controlled/directed by the participant.



FNS50615 Diploma of Financial Planning
15 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
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



• 5 online multi-choice assessments
• 6 written assessments:
- Generic Knowledge
- Case Study
- Major Project
- Advice in Financial Planning Case Study
- Advice in Life Insurance
- Develop and Use Complex Spreadsheets
• 3 Skills assessment role plays:
- Presentation of the Financial Services Guide
- Explaining Risk
- Presentation of the Statement of Advice in Life Insurance



Upon completion of the assessments the student will be awarded with a FNS50615 Diploma of Financial Planning certificate with a record of results detailing 15 units of competency.
CPD Points – 15

Specialist Knowledge Financial Planning Package
6 Units of competency:
FNSASICT503 Provide advice in Managed Investments
FNSASICU503 Provide advice in Superannuation
FNSASICW503 Provide advice in Securities
FNSASICV503 Provide advice in Derivatives
FNSFMK502 Analyse financial market products for client
FNSFMK503 Advise clients on financial risk



• 1 evidence of pre-requisite units
• 3 online multi-choice assessments
• 3 written assessments:
- Advice in Superannuation
- Advice in Managed Investments
- Advice in Securities & Derivatives
• 3 Skills assessment role plays:
- Presentation of the Statement of Advice in specific product areas



Upon completion of the assessments in this course package the student will be awarded with a statement of attainment with a record of results detailing 6 units of competency.

CPD Points – 9

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

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

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


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