FNS60415 Advanced Diploma Of Financial Planning

Mentor Education

Course

Online

£ 2001-3000

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Description

  • Type

    Course

  • Level

    Advanced

  • 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

Mentor Education’s FNS60415 Advanced Diploma of Financial Planning provides individuals additional skills and knowledge required when dealing with retail clients with complex needs, such as estate planning, taxation and sophisticated investment planning. Students will gain knowledge providing an:

Understanding of financial planning advice to meet the objectives of retail clients with complex needs
Understanding of how to develop a range of strategies required to deliver a comprehensive financial plan
Understanding of advanced financial planning technical and specialist knowledge
The Advanced Diploma of Financial Planning also provides individuals a succinct pathway to a future undergraduate or postgraduate qualification in Business or Financial Planning.

Prospective students are advised to either contact us for additional information or check The Financial Adviser Standards and Ethics Authority (FASEA) website (fasea.gov.au) for information regarding education standards required to become a Financial Adviser.

Facilities

Location

Start date

Online

Start date

Different dates availableEnrolment now open

About this course

The FNS60415 Advanced Diploma of Financial Planning extends the skills and knowledge advisers have gained from the Diploma Of Financial Planning to enable Financial Planners to:

provide financial planning advice to meet the objectives of retail clients with complex needs
develop a range of strategies in order to deliver a comprehensive financial plan

You should enrol in the FNS60415 Advanced Diploma Of Financial Planning if you are:

seeking advanced technical and specialist knowledge, tailored to the needs of the financial planning industry, in line with best practice
interested in upgrading your qualifications to build on your valuable experience in the financial services industry
have completed the FNS50615 Diploma of Financial Planning

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

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Reviews

Subjects

  • Taxation
  • Investment
  • Financial
  • Retail
  • Financial Planning
  • Planning
  • Financial Training
  • Financial Adviser
  • Tax
  • Assessment
  • Taxation Calculation
  • Individual Taxation

Course programme

ADFP1 - Taxation Planning
  • Unit 1 Introduction to Taxation Planning
  • Unit 2 Taxation Calculation and Assessment
  • Unit 3 Intro to Individual Taxation
  • Unit 4 The Treatment of Capital Gains
  • Unit 5 Allowable Deductions
  • Unit 6 Applying the Tax Rates
  • Unit 7 Tax Offsets and Tax Worksheet
  • Unit 8 The Income Tax Collection System
  • Unit 9 Investment Vehicles
  • Unit 10 GST AND FBT
  • Unit 11 Tax Planning
  • Unit 12 Assessable Income
ADFP2 - Estate Planning
  • Unit 1 Introduction to Estate Planning
  • Unit 2 Wills and Probate
  • Unit 3 Intestacy
  • Unit 4 Revoking Wills and Challenging Wills
  • Unit 5 Enduring Power of Attorney
  • Unit 6 Capital Gains Tax
  • Unit 7 Personally Held Assets
  • Unit 8 Assets Held By Trust
  • Unit 9 Taxation of Trust Income
  • Unit 10 Taxation Responsibilities of an Executor
  • Unit 11 Superannuation and Estate Planning
  • Unit 12 Social Security and Estate Planning
  • Unit 13 Business Succession Planning
ADFP3 - Advanced Investment Planning
  • Unit 1 Introduction to Financial Maths
  • Unit 2 Using a Financial Calculator
  • Unit 3 Introduction to Risk and Return
  • Unit 4 Portfolio Diversification
  • Unit 5 Market Timing
  • Unit 6 Market Risk and Return
  • Unit 7 Investment Fund Performance
  • Unit 8 Efficient Market Theory
  • Unit 9 Introduction to Behavioural Finance
  • Unit 10 Use of Leverage
  • Unit 11 Handling Foreign Exchange Exposure
  • Unit 12 Research Issues
ADFP4 - Financial Planning
  • Unit 1 Legal and Other Requirements for Producing a Statement of Advice
  • Unit 2 The Fact Finding Interview
  • Unit 3 Formatting the Plan
  • Unit 4 Making Product Recommendations
  • Unit 5 Writing the Statement of Advice
  • Unit 6 Presenting & Reviewing the SOA
  • Unit 7 Case Study
Units of Competency

Core Units
  • FNSFPL508 Conduct complex financial planning research
  • FNSFPL601 Provide technical and professional guidance
  • FNSFPL602 Determine client requirements and expectations for clients with complex needs
  • FNSFPL603 Provide comprehensive monitoring and ongoing service
  • FNSFPL604 Develop complex and innovative financial planning strategies
  • FNSFPL605 Present and negotiate complex and innovative financial plans
  • FNSFPL606 Implement complex and innovative financial plans
  • FNSPRM601 Establish, supervise and monitor practice systems to conform with legislation and regulations
Elective Units
  • FNSASICT503 Provide advice in Managed Investments
  • FNSASICW503 Provide advice in Securities
  • FNSASICU503 Provide advice in Superannuation
Assessment

Our courses are designed to provide skill-based learning outcomes. Assessment activities for the Advanced Diploma of Financial Planning include multiple choice questions, short answer assignments, and the development of a Statement of Advice.
Our friendly and experienced team will provide support and assessment feedback as you progress through your studies.

Additional information

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FNS60415 Advanced Diploma Of Financial Planning

£ 2001-3000

The best Financial Planning courses

See all

See all