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Thinking of a career in Financial Services?

Learn the skills to become a financial planner, para-planner, credit adviser or accountant.

  • You will empower yourself by learning the skills to become a qualified financial planner.
  • You will connect with your trainer through better teacher-to-student ratios.
  • You will get a quality education from one of the nation’s leading RTOs.
  • You will study to suit your lifestyle. We have flexible study options.
  • You will be recognised. This course is nationally recognised and respected by industry.

FNS50615 Diploma of Financial Planning
Life Insurance Advisor

FNS50615 Diploma of
Financial Planning
Life Insurance Advisor

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.

Course Overview
Course Structure
Study & Assessment

Overview

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:

  •  Comply with financial planning practice ethical and operational guidelines and regulations
  •  Determine client financial requirements and expectations
  •  Review financial plans and provide ongoing service
  •  Conduct product research to support recommendations
  •  Develop, prepare and implement a financial plan
  •  Provide advice in Life Insurance

Career Outcomes

  • Paraplanner
  • Financial Planner
  • Financial Adviser

 

 

 

Subject list for FNS50615 Diploma of Financial Planning –  – Life Insurance Advisor

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
Stage 1
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
Stage 2
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
Stage 3
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

 

 

 

Premium Support

Our premium level of support offers you as much or as little support as you require. This gives you the ability to customise your learning journey.

Find Out More

Professional Support

Our professional level of support is designed for students who already have prior experience working or studying in the industry of their chosen field of study and do not require as much support.

Find Out More

Blended Learning

Blended Learning combines the flexibility of online learning with the practical support of face-to-face (only available for certain courses), or live training via web tutorials, online forums and interactive e-learning.

Find Out More

Recognition of Prior Learning

Get credit for your existing experience. RPL (Recognition of Prior Learning) recognises the skills and knowledge you’ve gained through work and life experiences and maps the evidence of these against the criteria for individual units of competency.

Find Out More

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.

Course Overview Course Overview

Overview

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:

  •  Comply with financial planning practice ethical and operational guidelines and regulations
  •  Determine client financial requirements and expectations
  •  Review financial plans and provide ongoing service
  •  Conduct product research to support recommendations
  •  Develop, prepare and implement a financial plan
  •  Provide advice in Life Insurance

Career Outcomes

  • Paraplanner
  • Financial Planner
  • Financial Adviser

 

 

 

Course Structure Course Structure

Subject list for FNS50615 Diploma of Financial Planning –  – Life Insurance Advisor

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
Stage 1
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
Stage 2
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
Stage 3
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

 

 

 

Study & Assessment Study & Assessment

Premium Support

Our premium level of support offers you as much or as little support as you require. This gives you the ability to customise your learning journey.

Find Out More

Blended Learning

Blended Learning combines the flexibility of online learning with the practical support of face-to-face (only available for certain courses), or live training via web tutorials, online forums and interactive e-learning.

Find Out More

Recognition of Prior Learning

Get credit for your existing experience. RPL (Recognition of Prior Learning) recognises the skills and knowledge you’ve gained through work and life experiences and maps the evidence of these against the criteria for individual units of competency.

Find Out More

Follow our easy online application process.

Get Started Now! Get Started Now!

Enter your details and one of our friendly course consultants will be in touch.

Ask a Question Ask a Question
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