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FNS51815 Diploma of Financial Services

This qualification is designed to provide a general purpose pathway into the financial services industries. It is also intended to provide an effective development option for those candidates for whom the specialist qualification pathways in the Financial Services Training Package are not yet appropriate.

Individuals in these roles 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 or teams within defined guidelines.

This qualification is designed to reflect the role of employees working across a range of duties in the financial services sector where a specialist qualification is not the most suitable qualification to meet their training needs. They may require a diploma to meet regulatory requirements or they may perform management or supervisory duties in areas such as:

* financial and business processes
* customer/client service
* a branch/section
* advisory/distribution services
* a financial services office/practice
* a wholesale business unit or team


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.

Entry requirements

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 FNS51815 Diploma of Financial Services, candidates may pathway into the FNS60415 Advanced Diploma of Financial Planning and/or a 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

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:

* Financial Adviser
* Investment Adviser

Course Content

Ten (10) units are required for award of this qualification including:

* One (1) is a core unit
* Nine (9) are elective units

On successful completion of the following 10 units you will have attained the FNS51815 Diploma of Financial Services.

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
 FNSFLT501  Assist customers to budget and manage own finances  Elective
 FNSFMK505  Comply with financial services legislation and industry codes of practice  Elective
FNSINC501 Conduct product research to support recommendations  Elective
 FNSCUS505   Determine client requirements and expectations  Elective
 FNSORG501   Develop and manage a budget  Elective
 BSBWOR501   Manage personal work priorities and professional development  Elective
 BSBRSK501   Manage risk  Elective
 FNSCUS502   Monitor client requirements  Elective
 FNSBNK503   Provide business advisory services within a financial services context  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 FNS51815 Diploma of Financial Services. 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 10 units, you will be awarded FNS51815 Diploma of Financial Services.

Delivery Methods

icon-online  Online

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).

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