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Thinking of a career in Financial Planning?

 Learn the skills to become a Financial Planner, Paraplanner, Investment Advisor or Insurance Advisor by completing this Financial Planning Course.

  • 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 provide flexible study options via our online learning.
  • You will be recognised. This course is nationally recognised and respected by industry.

FNS50615 Diploma of Financial Planning

FNS50615 Diploma of
Financial Planning

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.

Course Overview
Course Structure
Study & Assessment

Overview of the FNS50615 Diploma of Financial Planning

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.

Become RG 146 Compliant

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.

Future Training & Development Options

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).

How you will help Clients

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.

During the Diploma of Financial Planning you’ll learn to:

  • Identify client’s financial situation, goals and priorities
  • Negotiate solutions with clients
  • Conduct trend and risk analysis and product modelling
  • Maintain knowledge of financial products and services
  • Estimate, forecast and conduct competitive comparisons
  • Anticipate customer requirements; recommend appropriate products
  • Research and develop solutions (financial plans)
  • Utilise financial planning software
  • Allocate personnel for ongoing service tasks

Financial Career Opportunities:

  • Financial Planner
  • Financial Adviser
  • Wealth Manager
  • Paraplanner
  • Investment Advisor
  • Insurance Broker

Growth in Financial Services Job Prospects:

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.

University Articulation:

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.

Subject list for FNS50615 Diploma of Financial Planning

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 industryFNSINC401
Comply with financial planning practice ethical and operational guidelines and regulationsFNSFPL501
Determine client financial requirements and expectationsFNSFPL506
Determine client requirements and expectationsFNSCUS505
Stage 2
Record and implement client instructionsFNSCUS506
Review financial plans and provide ongoing serviceFNSFPL505
Conduct financial planning analysis and researchFNSFPL502
Conduct product research to support recommendationsFNSINC501
Stage 3
Develop and use complex spreadsheetsBSBITU402
Develop and prepare financial planFNSFPL503
Implement financial planFNSFPL504
Provide appropriate services, advice and products to clientsFNSIAD501
Provide advice in SuperannuationFNSASICU503
Provide advice in Managed InvestmentsFNSASICT503
Provide advice in Financial PlanningFNSASICZ503

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:

  • FNSASICT503 – Provide Advice in Managed Investments.

This/these unit(s) will only be issued as part of the full qualification FNS50615 Diploma of Financial Planning

 

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

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.

Course Overview Course Overview

Overview of the FNS50615 Diploma of Financial Planning

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.

Become RG 146 Compliant

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.

Future Training & Development Options

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).

How you will help Clients

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.

During the Diploma of Financial Planning you’ll learn to:

  • Identify client’s financial situation, goals and priorities
  • Negotiate solutions with clients
  • Conduct trend and risk analysis and product modelling
  • Maintain knowledge of financial products and services
  • Estimate, forecast and conduct competitive comparisons
  • Anticipate customer requirements; recommend appropriate products
  • Research and develop solutions (financial plans)
  • Utilise financial planning software
  • Allocate personnel for ongoing service tasks

Financial Career Opportunities:

  • Financial Planner
  • Financial Adviser
  • Wealth Manager
  • Paraplanner
  • Investment Advisor
  • Insurance Broker

Growth in Financial Services Job Prospects:

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.

University Articulation:

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.

Course Structure Course Structure

Subject list for FNS50615 Diploma of Financial Planning

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 industryFNSINC401
Comply with financial planning practice ethical and operational guidelines and regulationsFNSFPL501
Determine client financial requirements and expectationsFNSFPL506
Determine client requirements and expectationsFNSCUS505
Stage 2
Record and implement client instructionsFNSCUS506
Review financial plans and provide ongoing serviceFNSFPL505
Conduct financial planning analysis and researchFNSFPL502
Conduct product research to support recommendationsFNSINC501
Stage 3
Develop and use complex spreadsheetsBSBITU402
Develop and prepare financial planFNSFPL503
Implement financial planFNSFPL504
Provide appropriate services, advice and products to clientsFNSIAD501
Provide advice in SuperannuationFNSASICU503
Provide advice in Managed InvestmentsFNSASICT503
Provide advice in Financial PlanningFNSASICZ503

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:

  • FNSASICT503 – Provide Advice in Managed Investments.

This/these unit(s) will only be issued as part of the full qualification FNS50615 Diploma of Financial Planning

 

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