This qualification is for financial planners who provide a range of standard financial planning services and individuals providing specialist para planning services. Individuals in these roles require well-developed skills and a broad knowledge base of the financial planning sector and the ASIC regulatory framework. Individuals in these roles have autonomy in performing technical operations, apply solutions to a range of often complex problems, and analyse and evaluate information from a variety of sources. They apply initiative to plan, coordinate and evaluate their own work and provide guidance to others.
Candidates have a total of 2 years to complete the Diploma, however, based on a study commitment of 15 to 20 hours a week, candidates are able to complete this in 12 months.
There are no entry requirements for this qualification.
A possible training pathway for a student completing this qualification could be the following:
* BSB60215 Advanced Diploma of Business
* FNS60415 Advanced Diploma of Financial Planning
These qualifications represent a logical pathway regardless of whether the RTO offers the qualifications.
After achieving the FNS50615 Advanced Diploma of Financial Planning, candidates may pathway into the Advanced Diploma of Financial Planning (FNS60415) and/or an Advanced Diploma within the BSB Training Package and/or other industry area.
‘Course Credits’ may be gained for further study on completion of this qualification.
Job roles associated with this qualification relate to the delivery of training and assessment of competence within the VET sector.
Employment outcomes may include the following role/s:
* Finance Broker
* Finance Dealer
* Finance Banker
Fifteen (15) units are required for award of this qualification including:
* Nine (9) are core units
* Six (6) are elective units
On successful completion of the following 15 units you will have attained the FNS50615 Diploma of Financial Planning.
The following tables outline the Units of Competencies and FMedge subjects available for this Qualification.
|Unit Code||Unit Title||Core /Elective|
|FNSINC401||Apply principles of professional practice to work in the financial services industry||Core|
|FNSFPL501||Comply with financial planning practice ethical and operational guidelines and regulations||Core|
|FNSFPL502||Conduct financial planning analysis and research||Core|
|FNSFPL506||Determine client requirements and expectations||Core|
|FNSFPL503||Develop and prepare financial plan||Core|
|BSBITU402||Develop and use complex spreadsheets||Core|
|FNSFPL504||Implement financial plan||Core|
|FNSASICZ503||Provide advice in financial planning||Core|
|FNSFPL505||Review financial plans and provide ongoing service||Core|
|BSBMKG413||Promote Products and Services||Elective|
|FNSCUS505||Determine client requirements and expectations||Elective|
|FNSASIC302||Develop, present and negotiate client solutions||Elective|
|FNSASIC301||Establish client relationship and analyse needs||Elective|
|FNSFPL507||Provide financial planning advice||Elective|
|FNSCUS506||Record and implement client instructions||Elective|
Please Note: The elective units of competency have been selected by FMedge following industry consultation and are offered in the standard delivery of this course by FMedge. Candidates who have attained competency in alternate units may be eligible to substitute those units for Credit transfer/RPL or RCC in accordance with the training package rules for the FNS50615 Diploma of Financial Planning. Where this course is offered for our corporate clients and subject to the training packaging rules alternate electives may be substituted to provide customisation to their specific requirements.
Upon successful completion of the required 15 units, you will be awarded FNS50615 Diploma of Financial Planning.
Programs can also be designed to meet your timeframe and the specific needs of your personal circumstances, your organisation and market sector.
Please contact us to discuss your organisation’s specific training needs and preferred delivery method (Online, classroom based or a blended approach).