Financial planning is a highly regulated industry where basic certification and training must be met before an individual can practice and provide advice to the public. For this reason, the Diploma is a necessity in pursuing a career in financial planning. The skills and knowledge needed for a financial planner covers a broad base of problem solving, analysis, evaluation and strict adherence to ASIC regulations. The Diploma of Financial Planning provides participants with these capabilities and more.
This course covers 15 units of competency
This course is delivered via a blended learning approach
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This qualification will provide a sound understanding of the financial planning fundamentals and is the primary pathway into a rewarding career as a financial para-planner where you will play an integral role in building your clients wealth and prosperity. You will assist clients to identify financial goals, negotiate solutions with clients, conduct trend and risk analysis including product modelling, undertake research and develop solutions such as financial plans, conduct web searches and utilise financial planning software and much more!
- Access to fully customised online learning platform, MyUpskilled
- Access to the Student Support Services (Help desk) where students can receive support and assistance in the use of the LMS as well as any administration enquiries
- Regular contact with their trainer via email, telephone and/or LMS communication tools
- Trainer/Student Messaging System
- Unlimited access to world leading video training provider Lynda.com
- Access to Upskilled's Student Rewards Program
Courses include online learning materials, assessments and upon successful completion of all Units, certification. Trainer and Assessor support is provided throughout the learning via email and online chat forums.
Participants who complete the course receive the award FNS50615 Diploma of Financial Planning.
The Diploma is conducted over a 12 months period within a self-paced online learning environment. Most required learning resources and assessments are provided online, providing ease and convenience of access. Dedicated trainer and assessor support is provided throughout your studies.
There are no entry requirements for this qualification.
Students will be required to have regular access to a computer and internet access to complete this course.
If you have previously undertaken tertiary study at a recognised institution you may be exempted from specific units in a course by completing a CT application at enrolment. If you have relevant work experience you may be awarded Recognition of Prior Learning (RPL). Evidence to support your application must be provided at enrolment.
The FNS50615 - Diploma of Financial Planning consists of 9 core units of competency and 6 electives, as identified in the FNS Financial Services Training Package. All units must be successfully completed to attain the qualification.
|FNSFPL504||Implement financial plan|
|FNSFPL502||Conduct financial planning analysis and research|
|FNSFPL501||Comply with financial planning practice ethical and operational guidelines and regulations|
|FNSFPL503||Develop and prepare financial plan|
|FNSINC401||Apply principles of professional practice to work in the financial services industry|
|FNSASICZ503||Provide advice in financial planning|
|FNSFPL505||Review financial plans and provide ongoing service|
|BSBITU402||Develop and use complex spreadsheets|
|FNSFPL506||Determine client financial requirements and expectations|
|FNSASICU503||Provide advice in superannuation|
|FNSCUS506||Record and implement client instructions|
|FNSIAD501||Provide appropriate services, advice and products to clients|
|FNSASIC301||Establish client relationship and analyse needs|
|FNSINC501||Conduct product research to support recommendations|
|FNSCUS505||Determine client requirements and expectations|
This qualification provides a pathway to work in any sector of the Financial Services Industry.
Possible job titles include:
- Financial Planner
- Financial Advisor
- Financial Investment Adviser
- Financial Investment Manager
- Financial Dealer and Broker
The further study pathways available to learners who undertake this qualification include FNS60415 Advanced Diploma of Financial Planning or Bachelor of Applied Finance - Financial Planning.
Flexible Payment Options
Option 1 – Save 15%
Save 15% ($675) when paying upfront. Total course cost: $3,825
Option 2 - 24 Month Interest-free payment plan
No deposit, no interest to pay for 24 months. Get started for just $44 a week! Total course cost: $4,500
Upskilled has teamed up with zipMoney to offer you flexible weekly, fortnightly or monthly interest free payment plans, allowing you start studying now without the financial burden! Applications for Zip Money literally only take a few minutes! Find out more about ZipMoney.
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