FNS50615 Diploma of Financial Planning

Mentor Education

Course

Online

£ 2001-3000

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Description

  • Type

    Course

  • Level

    Intermediate

  • Methodology

    Online

  • Class hours

    1800h

  • Duration

    18 Months

  • Start date

    Different dates available

  • Online campus

    Yes

  • Delivery of study materials

    Yes

  • Support service

    Yes

  • Virtual classes

    Yes

If you're a new entrant to the financial planning sector, the FNS50615 Diploma of Financial Planning is an ideal qualification to commence work as an Assistant Financial Planner or Para Planner on your journey to achieving a role as a Financial Adviser/Financial Planner.

The FNS50615 Diploma of Financial Planning qualification will introduce future Financial Advisers and students to the financial planning process and equip you with the technical skills and knowledge required to:

engage effectively with a broad client base, identify various financial planning needs and risk profiles and the different strategies they require
provide financial planning advice to meet the objectives of retail clients in the areas of insurance, investment and superannuation
understand key aspects of what is required to be a successful professional in the Financial Services industry
The FNS50615 Diploma of Financial Planning also provides individuals a succinct pathway to a future undergraduate or postgraduate qualification in Business or Financial Planning.

Facilities

Location

Start date

Online

Start date

Different dates availableEnrolment now open

About this course

With Mentor Education's FNS50615 Diploma of Financial Planning nationally recognised qualification, you have confidence in the fact that you will be equipped with the skills and knowledge gained from a credible industry-endorsed program that employs best practice assessment standards, helping you graduate at the leading edge of your chosen field.

You should enrol as a student in the FNS50615 Diploma of Financial Planning if you are:

wanting to enter or re-enter the financial services industry and require the minimum qualification to provide advice to retail clients
working within the financial services industry (in a non-advice providing capacity) and looking to improve your overall knowledge of the financial planning process, with the view to upgrading your existing skills or transferring to career as a financial adviser

There are no prerequisites for enrolling in the Diploma of Financial Planning, however it is recommended that entrants have a strong grasp of literacy and numeracy, and undertake the first course of the Diploma (DFP 1) prior to commencing any of the subsequent courses (DFP 2-4).

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Subjects

  • Taxation
  • Risk
  • Securities
  • Insurance
  • IT risk
  • Investment
  • Financial Planning
  • Financial
  • Financial Training
  • Life Insurance
  • Planning
  • Financial Services
  • Industry
  • Market

Course programme

DFP1 - Financial Advice

Australian Industry Essentials
  • Part 1 Australian Economy
  • Part 2 Australian Financial Markets
  • Part 3 Investment Funds
  • Part 4 Corporations Act
  • Part 5 Regulatory Environment
  • Part 6 Licensees & Representatives
  • Part 7 Ethics
Financial Advice Fundamentals
  • Part 1 Personal Taxation
  • Part 2 Social Security
  • Part 3 Wealth Creation Fundamentals
  • Part 4 Estate Planning Fundamentals
  • Part 5 Establishing Client Relationship
  • Part 6 Identify Client Objectives & Financial Situation
  • Part 7 Analyse Client Objectives & Financial Situation
  • Part 8 Develop Strategies & Solutions
  • Part 9 Present Strategies & Solutions
  • Part 10 Implement Agreed Plan
  • Part 11 Provide On-going Advice
DFP2 - Insurance

Core Area
  • Part 1 Understanding Insurance
  • Part 2 Operation of Insurance Markets
  • Part 3 General Insurance
  • Part 4 Personal Insurance
  • Part 5 Advisory Functions
  • Part 6 Legal Obligations and Compliance
Specialist Area
  • Part 1 Life Insurance Market
  • Part 2 Term Life Insurance
  • Part 3 Total and Permanent Disability (TPD)
  • Part 4 Trauma Insurance
  • Part 5 Income Protection Insurance
  • Part 6 Business Insurance
  • Part 7 Life Insurance, Taxation and Superannuation
  • Part 8 Role of the Adviser
DFP3 - Superannuation

Specialist Area
  • Part 1 Introduction to Superannuation
  • Part 2 Superannuation Eligibility
  • Part 3 Compulsory Contribution to Superannuation
  • Part 4 Tax Concessions on Superannuation
  • Part 5 Withdrawals on Superannuation and ETP's
  • Part 6 Retirement Income Streams
  • Part 7 Social Security Pensions
  • Part 8 Duties of Superannuation Trustees
  • Part 9 Self Managed Super Funds (SMSF's)
  • Part 10 Providing Superannuation Advice
DFP4 - Investment Planning

Specialist Area
  • Part 1 Introduction to Financial Markets
  • Part 2 Introduction to Managed Investments
  • Part 3 Securities - Money Market Investments
  • Part 4 Securities - The Bond Market
  • Part 5 Securities - Shares
  • Part 6 Securities - Property Securities
  • Part 7 Specialised Investments
  • Part 8 Constructing Portfolios
  • Part 9 Derivatives
  • Part 10 Use of Leverage
  • Part 11 Taxation Issues for Investors
  • Part 12 Conducting Research
Statement of Advice Process

The Statement of Advice Skills Assessment is undertaken upon completion of DFP-1 through to DFP-4, and is made up of the following.

Assignments
  • Part 1 Determine Client Requirements and Expectations
  • Part 2 Conduct Complex Financial Planning Research
  • Part 3 Develop a Financial Plan
  • Part 4 Implement Financial Plan
  • Part 5 Review Financial Plans and Provide Ongoing Service
Skills Assessment

Telephone based role-play

Units of CompetencyCore Units
  • BSBITU402 Develop and use complex spreadsheets
  • 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
Elective Units
  • FNSFPL507 Provide financial planning advice
  • FNSFPL508 Conduct complex financial planning research
  • FNSIAD501 Provide appropriate services, advice and products to clients
  • FNSINC501 Conduct product research to support recommendations
  • FNSCUS505 Determine client requirements and expectations
  • FNSASICU503 Provide advice in superannuation
  • FNSASICX503 Provide advice in life insurance
  • FNSASICT503 Provide advice in Managed Investments
  • FNSASICW503 Provide advice in Securities
  • FNSFMK502 Analyse financial market products for client
  • FNSFMK503 Advise clients on financial risk
  • FNSCUS506 Record and implement client instructions

Additional information

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FNS50615 Diploma of Financial Planning

£ 2001-3000

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