Mentor Education

Diploma of Financial Planning

FNS50615

Study Online

Melbourne, Sydney

This diploma is the entry point for a career in financial planning with RG 146 compliance.

There are multiple ways to study Diploma of Financial Planning with Mentor Education

  • $1,890*

  • Compare

  • Full price

    Additional fees may apply

    • Start
    • Duration
    • Delivery
  • Online

    • Anytime

    • Self paced

    • Online

    Online Self paced

  • $2,490*

  • Compare

  • Full price

    Additional fees may apply

    • Start
    • Duration
    • Delivery
  • Melbourne

    • August 2017

    • Self paced

    • In class

    In class Self paced

  • Sydney

    • August 2017

    • Self paced

    • In class

    In class Self paced

  • Melbourne

    • November 2017

    • Self paced

    • In class

    In class Self paced

  • Sydney

    • November 2017

    • Self paced

    • In class

    In class Self paced

*Verified June 23, 2017. Prices and fees are advertised by the provider and may be estimates only. Prices and fees can vary or change. Please check with the provider before enrolling. To learn more, read our editorial policy.

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How it works

Entry Requirements
Computer and internet access, Language literacy and numeracy, Basic computer skills

One, some or all of these entry requirements must be met. Check with the provider before enrolling.

Recognition
Nationally recognised under the Australian Qualifications Framework.
Assessment
Coursework, assessment

Course Overview

By completing this qualification successfully you’ll acquire skills and knowledge that prepare you for employment in one of the roles listed below.
  • Senior Financial Planner

Course Content

To obtain a Diploma of Financial Planning with Mentor Education, you’ll need to complete some or all of the following units of study successfully. Units may vary or change so check with the provider before enrolling.

A total of 15 Study Units must be completed to attain this qualification.

Core Units

9 Core Units must be completed to attain this qualification.

  • Develop and use complex spreadsheets
    BSBITU402

  • Provide advice in financial planning
    FNSASICZ503

  • Comply with financial planning practice ethical and operational guidelines and regulations
    FNSFPL501

  • Conduct financial planning analysis and research
    FNSFPL502

  • Develop and prepare financial plan
    FNSFPL503

  • Implement financial plan
    FNSFPL504

  • Review financial plans and provide ongoing service
    FNSFPL505

  • Determine client financial requirements and expectations
    FNSFPL506

  • Apply principles of professional practice to work in the financial services industry
    FNSINC401

Elective Units

6 Elective Units must be completed to attain this qualification.

  • Provide advice in managed investments
    FNSASICT503

  • Provide advice in superannuation
    FNSASICU503

  • Provide advice in securities
    FNSASICW503

  • Provide advice in life insurance
    FNSASICX503

  • Determine client requirements and expectations
    FNSCUS505

  • Record and implement client instructions
    FNSCUS506

  • Analyse financial market products for client
    FNSFMK502

  • Advise clients on financial risk
    FNSFMK503

  • Provide financial planning advice
    FNSFPL507

  • Conduct complex financial planning research
    FNSFPL508

  • Provide appropriate services, advice and products to clients
    FNSIAD501

  • Conduct product research to support recommendations
    FNSINC501

Course Provider

Mentor Education specialises in training for compliance in the financial services industry.

Registered
2005
Courses
20
Provider Type
Private
Restrictions

No Restrictions