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Diploma of Financial Planning
|Qualification:||FNS50615 Diploma of Financial Planning|
|CRICOS Course Code:||087727G|
|Duration:||40 weeks of tuition and 12 weeks of term breaks= 52 weeks total|
|Training Package:||FNS Financial Services|
|Vocational Area:||Financial services|
|Study Type:||Full time: 20 hours face to face per week|
This course is organised into 15 units of competency, made up of 9 core units and 6 elective units.
|Unit of Competency Codes||Unit of Competency Name|
|Core Units||FNSASICZ503||Provide advice in financial planning|
|FNSFPL501||Comply with financial planning practice ethical and operational guidelines and regulations|
|FNSFPL502||Conduct financial planning analysis and research|
|FNSFPL503||Develop and prepare financial plan|
|FNSFPL504||Implement financial plan|
|FNSFPL505||Review financial plans and provide ongoing service|
|FNSFPL506||Determine client requirements and expectations|
|FNSINC401||Apply principles of professional practice to work in the financial services industry|
|BSBITU402||Develop and use complex spreadsheets|
|Elective Units||FNSIAD501||Provide appropriate services, advice and products to clients|
|FNSINC501||Conduct product research to support recommendations|
|FNSCUS505||Determine client requirements and expectations|
|FNSCUS506||Record and implement client instructions|
|FNSASICU503||Provide advice in superannuation|
|FNSASICX503||Provide advice in life assurance|
FNS50615 Diploma of Financial Planning aims to provide competencies in Financial Planning enabling candidates to assist clients to identify financial goals and priorities, assess their current financial situation, tailor financial planning to meet their needs and to proactively identify ongoing service options for clients by researching and recommending financial products.
In order to gain entry into this course, the potential student must:
● Be 18 years of age or over
● Have satisfactorily completed Year 11 in the Australian High School (or equivalent), and
● Have an IELTS band score of minimum 5.5 or TOEFL 500 (or equivalent)
Applicants preferably have completed any Certificate FNS qualification or other relevant Certificate or demonstrated vocational experience in a range of work environments in financial services roles, including planner or analyst.
Successful graduates of FNS50615 Diploma of Financial Planning may continue to study FNS60410 Advanced Diploma of Financial Planning at Wentworth Institute.
RECOGNITION OF PRIOR LEARNING & RECOGNITION OF CURRENT COMPETENCY
Have you studied this topic before? We will recognise competencies gained through previous learning, work and life experiences.
Students can apply for Recognition of Prior Learning (RPL)/ Recognition of Current Competency (RCC) before they commence the course or a particular unit. Students will need to provide evidence that they are already competent in this/these specific unit/s. Email firstname.lastname@example.org for further information.