Build the skills necessary to help your clients by creating a financial plan that allows them to live the life they want to now, as well as setting them up for a secure future during their retirement. Click on the tabs below for more information about this rewarding Financial Planning course.
Forecast wealth and create customer-based solutions!
Sound financial advice will help your clients achieve their short, medium and long-term financial goals. No matter who you are or what your income is, everyone can benefit from learning how to better manage their money.
The FNS50615 Diploma of Financial Planning course will teach you how to provide sound financial advice to a range of clients and create a well-structured plan that they can follow, usually with your ongoing assistance over many years.
By learning the fundamentals of financial planning, and gaining your Financial Planning Diploma you will become recognised by ASIC as RG146 Compliant, which will enable you to offer advice on a range of financial products and services and, ultimately, play an important role in building your client’s wealth.
This financial planning course is the ideal starting point if you want an exciting and rewarding financial career. When you complete this course you’ll have a choice of jobs – you will have the opportunity to become a Financial Planner, Wealth Manager, Investment Advisor, Paraplanner, Insurance Advisor, Insurance Broker plus a range of other financially-oriented roles.
You will also have the opportunity to progress to become a Certified Financial Planner or further your studies to gain more in-depth knowledge by completing courses such as the Advanced Diploma of Financial Planning, a Graduate Certificate in Finance or even go on to University and study a Degree in Commerce or Finance thanks to our partnership with various Universities (see more information about this below).
During our online Diploma of Financial Planning, you’ll learn how to review a client’s current financial position, to discuss with them their financial goals for the future and based on this information create a wealth management plan that’s designed to help them achieve these desired goals.
Your plan will likely include a review of their current Superannuation position, the amount of income they wish to have once they retire and based upon this recommend a portfolio of structured Superannuation investments, which will see them reach their goal.
You may also review their insurance coverage (depending upon the modules covered in your course), including Life Insurance, Income Protection and in the event of a life-changing accident their level of Total and Permanent Disability Insurance…these are all extremely important to provide individuals and families with the peace of mind that at all times they will have adequate insurance coverage to ensure that they are able to maintain their lifestyle.
Saving for the future is an important part of your client’s financial security so you will likely spend time speaking with them about their dreams for the future, which may include homeownership, quality schooling for their children and wealth creation through for long-term financial security through vehicles such as Managed Investments.
The Financial Services Industry is a high growth sector, which is expected, according to the Australian Government Job Outlook website (joboutlook.gov.au) to require an additional 22,000 staff during the next 5 years. Combine this with salaries that are considered to be above the average and significant opportunities to earn a substantial income, the Financial Services Sector is highly attractive.
|Australis College has cooperated with the University of Southern Queensland (USQ) to establish an articulation pathway for the FNS50615 Diploma of Financial Planning. Completion of this course may result in receiving credit for up to 8 Units with the Bachelor of Business and Commerce – BBCM.|
You can view the agreement here.
|Australis College has also cooperated with Giffith University to establish an articulation pathway for the FNS50615 Diploma of Financial Planning. Completion of this course may result in receiving up to 90 Credit Points (CPs) towards the Bachelor of Business and Commerce.|
You can view the agreement here.
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