Course Code: FNS50615

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. 

  • Studying online
  • Payment Option
  • Nationally Recognised
  • Rolling Start Dates
  • Access to lynda.com
  • Student Reward Program
  • Government Funding Available
Course structure

This course covers 15 units of competency

Study Mode

This course is delivered via a blended learning approach

Locations & Dates

Start when you're ready

  • Description

    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!

    Course Features

    • 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

    Inclusions

    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. 

    Award

    Participants who complete the course receive the award FNS50615 Diploma of Financial Planning.

    Course Structure

    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.

    Entry Requirements

    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.

    RPL

    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.

  • Course Outline

    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.

    Unit Code
    Unit Name
    FNSFPL504Implement financial plan
    FNSFPL502Conduct financial planning analysis and research
    FNSFPL501Comply with financial planning practice ethical and operational guidelines and regulations
    FNSFPL503Develop and prepare financial plan
    FNSINC401Apply principles of professional practice to work in the financial services industry
    FNSASICZ503Provide advice in financial planning
    FNSFPL505Review financial plans and provide ongoing service
    BSBITU402Develop and use complex spreadsheets
    FNSFPL506Determine client financial requirements and expectations
    FNSASICU503Provide advice in superannuation
    FNSCUS506Record and implement client instructions
    FNSIAD501Provide appropriate services, advice and products to clients
    FNSASIC301Establish client relationship and analyse needs
    FNSINC501Conduct product research to support recommendations
    FNSCUS505Determine client requirements and expectations
  • Career Outcomes

    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

    Further Study

    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

    zipMoney

    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.

    Terms and Conditions Apply

  • Upcoming Courses

    Date Delivery Method  
    27/09/2017 Enquire Now
    11/10/2017 Enquire Now
    25/10/2017 Enquire Now
    08/11/2017 Enquire Now
    22/11/2017 Enquire Now
    13/12/2017 Enquire Now

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