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Diploma of Financial Planning

Course Information

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

Qualification Structure:

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

Course Description

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.

 

 

Entry Requirements

  •        Be 18 years of age or over
  •       Have satisfactorily completed year 12 in an Australian High School (or equivalent), and
  •       Have an IELTS band score of 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.

Learning Pathway

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 info@win.edu.au for further information.