Diploma of Financial Planning (inc Advice in Life Insurance)

Code: FNS50610	Location: Canberra, Sydney, Melbourne, Brisbane, Perth, Adelaide, Online, Darwin, New South Wales, Victoria, Queensland, Western Australia, South Australia, Northern Territory, Tasmania
Category: Banking, Business & Finance	Delivery: Classroom
Sub Category: Financial Planning	Level: Diploma
Cost: $1,897.00	Duration: Enquire via Form
Start Date: 5/09/2011

This course covers the requirements for providing Financial Planning advice (RG146 compliant). It is recommended that this course be completed prior to the other Financial Planning modules.

Once you have completed this module you will be qualified to give advice in Financial Planning and Life Insurance, however if you are required to give advice in any other areas you then need to complete either some or all of the other "advice in" modules depending on what you wish to give advice in.

This is the industry recommended competency pathway for financial planners who provide a range of standard financial planning services and for individuals providing specialist para-planning services. The qualification pathway is determined by elective choices. Depending on choice of electives, the qualification meets ASIC requirements for Authorised Representatives.

AAMC Training is assisting people to access major Universities by ensuring that some of our courses meet academic entry requirements. Curtin University has stated that exemptions in terms of credits will be granted to the holders of these qualifications (*conditions apply).

Course content:
- 15 Units of competency
- 3 Skills assessment role plays:
Presentation of the Financial Services Guide
Explaining Risk
Presentation of the Statement of Advice
- 3 Assignments :
Ethical Scenario
Explain Insurance Requirements
Completion of Statement of Advice
- 2 Online exams

Some Dealer groups will require you to complete the extra "advice in" modules, or may allow you to complete only the ones you wish to give advice in.

Core Units of Competency
FNSASICZ503A Provide advice in Financial Planning
FNSFPL501A Comply with financial planning practice ethical and operational guidelines and regulations
FNSFPL502A Conduct financial planning analysis and research
FNSFPL503A Develop and prepare financial plan
FNSFPL504A Implement financial plan
FNSFPL505A Review financial plans and provide ongoing service
FNSFPL506A Determine client requirements and expectations
BSBITU402A Develop and use complex spreadsheets
FNSINC401A Apply principles of professional practice to work in the financial services industry
BSBOHS303B Contribute to OHS hazard identification and risk assessment

Elective Units of Competency
FNSASICX503A Provide advice in Life Insurance
FNSINC501A Conduct product research to support recommendations
FNSIAD501A Provide appropriate services, advice and products to clients
FNSCUS505A Determine client requirements and expectations
FNSCUS506A Record and implement client instructions

TRAINEESHIPS ARE POA. PLEASE CONTACT 1800 662 262 FOR FURTHER INFORMATION

CPD Points - 15

Post Nominals - Dip. FP

 

 

Keywords: RG146 ADFS DFP CFP Certified Financial Planner Paraplanner XPlan Diploma of Financial Planning