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.

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Study now, pay later

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Get recognised across Australia
Get recognised across Australia

This is a nationally accredited qualification

100% online delivery
100% online delivery

Study this course online - anytime, anywhere

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Sounds just like the course you're after? Speak with a career consultant to discover what it's like to study the Diploma of Financial Planning (FNS50615) – send us an enquiry and we'll get in touch.

Course 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

Upskilled offers three flexible payment options for our students. Enquire now for more information on payment methods and government funding.

Pay up-front

Save 15% ($675) when paying upfront through Upskilled.
Total course cost: $3,825

Interest free payments

No deposit, no interest to pay for 24 months with ZipMoney. Get started for just $44 a week.
Total course cost: $4,500

Government subsidies

No government funding available

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