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Financial Planning Australia-specialist knowledge packagefns15sep17v2

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Specialist Knowledge Package
includes; Advice in Superannuation, Advice in Managed Investments, Advice in Securities and Derivatives

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PRE REQUISITE REQUIREMENTS:

A statement of attainment for the units of competency detailed below must be provided as the first assessment in this course package. If you are completing this specialist package in conjunction with the Diploma of Financial Planning FNS50615 then you will have completed the pre requisite units in your course and you can provide a copy of your record of result confirming the pre requisite requirement.

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

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.
• Online

This course can also be delivered for groups and on demand. Please contact our head office on 03 9391 3643 or 1300 AAMC ED or info@aamctraining.edu.au 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.

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, there is some pre attendance reading with some online multiple choice assessments to be completed. Participants are guided through the learning material but the assessments are completed by the participant post class time. Hence overall course completion is controlled / directed by the participant.

ASSESSMENTS:

• Evidence assessment 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 area x 3

UNITS OF COMPETENCY:

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

ADDITIONAL INFORMATION:

CPD Points – 9

FASEA CPD AREAS:

  • Technical Competence:4.5
  • Client Care and Practice: 2
  • Regulatory Compliance and Consumer Protection: 2
  • Professionalism and Ethics: .25
  • General:3.25

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