This comprehensive diploma will allow you to pursue a career in financial planning. Some of the skills a financial planner needs in a contemporary setting might be problem solving, analysis, evaluation and strict adherence to ASIC regulations. Learn how to develop and prepare financial plans and apply professional practices to work in the diverse and fast-paced financial services industry.
The standard course is conducted over a 12 month period; within a self-paced online learning environment.
Upskilled will gather information about your previous experience and skills, weekly study commitment and online learning experience to provide you with an projected duration for your course based on your individual circumstance.
Upskilled uses MyUpskilled to manage the delivery and assessment of your course. This means you can learn at your own pace.
Whilst there are no entry requirements set for this qualification in the training package, some of the units have prerequisite requirements (see list of units below).
The target participants in the FNS50615 - Diploma of Financial Planning qualification may be working in the finance industry. As a guide, entrants to this program may:
- have 1-2 years finance industry experience
- hold a certificate III or IV in a similar discipline
- complete an interview process with a designated Upskilled representative to ascertain suitability to the program and to review your current skills and experience, as this may allow you to move through the course more quickly
This qualification is for financial planners who provide a range of standard financial planning services and individuals providing specialist para-planning services. Individuals in these roles require well-developed skills and a broad knowledge base of the financial planning sector and the ASIC regulatory framework. Individuals in these roles have autonomy in performing technical operations, apply solutions to a range of often complex problems, and analyse and evaluate information from a variety of sources. They apply initiative to plan, coordinate and evaluate their own work and provide guidance to others.
To ensure participants are able to seamlessly access our online learning platform and video content, they will require access to a modern computer with high-speed internet. Participants will also need to possess basic computing skills, and may be required to complete a Language Literacy and Numeracy skills assessment before enrolment can be confirmed.
Upskilled courses include specialised learning materials, and access to:
- Upskilled’s fully customised online learning platform, MyUpskilled
- Student Support services
- your trainer via the trainer/student messaging system
- webinars; both live and recorded sessions
- video content access via:
Recognition of Prior Learning / Credit Transfer
Work experience or formal qualifications you have may count towards your course. If you have previously undertaken study at a recognised institution or have some relevant work experience, you might gain credit towards specific units in a course; shortening the time you have to study. You can send your application for Credit Transfer or RPL
during the enrolment process.
Upskilled takes evidence gathered from a variety of sources to deem a student as competent. Assessment processes might include some or all of the following:
- Recognition of Prior Learning and/or credit transfer
- summative and formative assignments
- written reports and/or portfolio assessments
- scenarios and/or case studies
- written/oral questions
- regular training and assessment contact will be maintained by Upskilled in conjunction with the participant and their employer (where applicable). Critical dates during the program will be identified for participants to ensure compliance to assessment due dates, and attendance at monthly webinars as required.