Build the skills necessary to help your clients construct a financial plan which allows them to live the life they want to now, as well as leading them towards security for the future. Click on the tabs below for more information about this rewarding financial planning course.
Forecast wealth and create customer-based solutions
Good financial advice is never unwanted. No matter who you are or what your income is, everyone can benefit from learning how to manage their money well.
The FNS50615 Diploma of Financial Planning will teach you how to provide sound financial advice. By learning the fundamentals of financial planning, you will be able to offer advice on a range of financial products and services and, ultimately, play an important role in building both your client’s and Australia’s prosperity.
This course is the ideal starting point for those wanting to embark on an exciting, rewarding and prosperous career. Upon successful completion, you’ll be eligible for entry into the workplace or higher education. The path you choose is completely up to you and how you wish your financial planning journey to pan out.
Learn the skills to help your clients construct a financial plan and enable them to live the way they want. Your ability to forecast wealth is just a click away!
You’ll learn to:
Investment & Payment Options
Recognition of Prior Learning (RPL)
How do I Enrol?
In order to obtain this Financial Planning qualification, you must successfully complete the following 15 units of competency.
Our Diploma also includes the two key risk advice areas of superannuation, and managed investments.
|Unit of Competency
||Unit of Competency Code|
|Apply principles of professional practice to work in the financial services industry||FNSINC401|
|Comply with financial planning practice ethical and operational guidelines and regulations||FNSFPL501|
|Determine client financial requirements and expectations||FNSFPL506|
|Determine client requirements and expectations||FNSCUS505|
|Record and implement client instructions||FNSCUS506|
|Review financial plans and provide ongoing service||FNSFPL505|
|Conduct financial planning analysis and research||FNSFPL502|
|Conduct product research to support recommendations||FNSINC501|
|Develop and use complex spreadsheets||BSBITU402|
|Develop and prepare financial plan||FNSFPL503|
|Implement financial plan||FNSFPL504|
|Provide appropriate services, advice and products to clients||FNSIAD501|
|Provide advice in Superannuation||FNSASICU503|
|Provide advice in Managed Investments||FNSASICT503|
|Provide advice in Financial Planning||FNSASICZ503|
NB – Due to VET regulations Australis College is unable to issue the following units as a Statement of Attainment if this qualification is not fully completed and marked as competent:
This/these unit(s) will only be issued as part of the full qualification FNS50615 Diploma of Financial Planning