TAFE NSW - Northern Sydney Institute

Diploma of Financial Planning

FNS50615

Meadowbank

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

  • $4,060*

  • Compare

  • Gov. subsidised (NSW)

    Additional fees may apply

    • Start
    • Duration
    • Delivery
  • Meadowbank

    • February 8, 2017

    • Full time (16 weeks), Self paced (32 weeks)

    • In class

    In class Full time (16 weeks), Self paced (32 weeks)

*Verified February 10, 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
None
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 TAFE NSW - Northern Sydney Institute, 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 life insurance
    FNSASICX503

  • Determine client requirements and expectations
    FNSCUS505

  • Record and implement client instructions
    FNSCUS506

  • Conduct complex financial planning research
    FNSFPL508

  • Provide appropriate services, advice and products to clients
    FNSIAD501

  • Conduct product research to support recommendations
    FNSINC501

Course Provider

The Northern Sydney Institute delivers a range of vocational training, higher education, university pathway and short skills-based courses.

It’s one of the 10 large TAFE institutes that provide coverage for the state of NSW, and has campuses in Hornsby, Meadowbank, Northern Beaches, Ryde, Crows Nest, North Sydney and St Leonards.

The institute also carries a number of ISO certifications and offers training to both Australian and international students.

Registered
1998
Courses
464
Provider Type
Government
Restrictions

No Restrictions