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 Life Insurance Advisor Stream will teach you how to provide sound life insurance advice to your client base. By learning the fundamentals of financial planning, you will be able to offer intelligent, money making decisions about new or existing life insurance policies, and products and their applications.
You will 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|
|Conduct complex financial planning research||FNSFPL508|
|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 Life Insurance||FNSASICX503|
|Provide advice in Financial Planning||FNSASICZ503|