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FNS60415 Advanced Diploma of Financial Planning

Integrity Education empowers individuals to build a successful career through education, skills development, & access to Industry.

Course Information

Course Code:  FNS60415 Advanced Diploma of Financial Planning
Duration: 18 Months / 1800 hours
Fee Type: Government Funding, Concession, Full Fee
Brochure: Download brochure here

This training is delivered with Victorian and Commonwealth Government funding

The (FNS60415) Advanced Diploma of Financial Planning is for financial planners who provide a comprehensive range of financial planning services across a variety of product environments, including those involving complex issues and/or innovative strategies. Individuals in these roles require well-developed skills and a broad knowledge base of the financial planning sector and the ASIC regulatory framework. At this level individuals are expected to apply specialist skills and knowledge in a range of situations to deal with complex situations and issues. They work across a broad range of technical or management functions with accountability for personal outputs and for team outcomes.

Pre-enrolment Information

There are many factors to consider prior to enrolling into any course. Please click here for our pre-enrolment information and pick up the phone to speak with one of our experienced course consultants.

Program Delivery & Support

The FNS60415 Advanced Diploma of Financial Planning is delivered through our online learning platform, myIntegrity.  All course content, learning and assessment materials and resources are provided to you through this platform.

Online

This study options offers complete flexibility - Students can study at a time and place that suits their work and family schedule. There are no requirements to attend any classes.

All online students have unlimited telephone and online access to a trainer between 9am-5pm.

Blended

This study option provides students with 7 Face-to-Face workshop classes where you can learn from experienced industry practitioners. 

Our Melbourne based workshops are conducted in our training rooms at Level 4, 84 William Street, Melbourne, VIC 3000. Workshops are delivered in a central location in the CBD of each capital city in all other states.  Our course schedules can be viewed here

All workshop classes commence at 9am and finish at 5pm. In addition to the support you will receive from your 3 days with your trainer you will also have unlimited telephone and online access to a trainer between 9am-5pm for duration of your enrolment.

Online students have the option to upgrade their enrolment to join into one /all workshop classes.

What is the Program Fee structure?

There are 3 possible Fee types for this course, depending on your personal circumstance.

  • Full Fee
  • Government Funding for Victorian Residents through the Skills First Program
  • Concession fee for Government Funding in Victoria through the Skills First Program

Please click here for further information on Fee types. Please note Eligibility criteria applies for all government funded and concession places.

The student tuition fees as published are subject to change given individual circumstances at enrolment.

Outcomes

Education Pathway

The FNS60415 Advanced Diploma of Financial Planning provides a pathway to a university qualification. Please call one of our education consultants on 03-8535 3170 for further information.

 

Job and Career Pathways

This qualification will further your career in the Financial Services Industry by providing you with more in-depth skill-sets and technical knowledge. 

Entry Requirements

Pre-Requisite Requirements

The entry requirement for this qualification is completion of the following units of competency, from the core of the Diploma in Financial Planning or their equivalent from a previous version of the FNS Training Package. These are:

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

The entry requirement can be met through either the Credit Transfer (CT) or Recognition of Prior Learning (RPL) processes.  A certified copy of your Diploma qualification and transcript of results is required.

Minimum requirements

  • At least 18 years of age at the time of enrolment.
  • Access to a computer and internet connection.
  • Computer skills, as detailed below.
  • Meet the required levels in Language, Literacy & numeracy, as explained below.
     

Language, Literacy & Numeracy Requirements

This course requires you to read comprehensive learner guides, complete a range of written assessments, undertake independent research activities and at times engage in online forums and discussions.

 

All learners will undertake a language, literacy and numeracy skills assessment prior to the course commencement. This assessment will highlight if you require any additional support in these areas.

 

Skill requirements

To successfully complete this course, learners will require basic computing skills. This may include:

  • saving and editing Microsoft Office documents
  • researching, accessing and searching the internet
  • downloading and saving documents from websites
  • uploading documents through websites

Assessments

Integrity Education has carefully structured its assessments to include a variety of styles to cater for the learning needs of a broad range of students. Assessment methods may include:

  • Multiple choice
  • Written assessment tasks
  • Project / Report / Discussion
  • Role plays / Workplace simulations
  • Case Studies

Recognition of Prior Learning (RPL) / Credit Transfers (CT)

Credit Transfer (CT)

Integrity Education recognises all previously attained current qualifications and/or statements of attainment issued by another RTO or University.  If you have previously studied and successfully obtained a unit of competency that is contained in one of Integrity Educations courses you will be awarded with a credit transfer.

How do I apply?

To apply for Credit transfer please complete the relevant credit transfer form and attach a certified copy of your transcript/s. Please submit to info@integrity.edu.au. All applications for credit transfer are processed within 5 working days.

Fees

Integrity Education does not charge any fee for credit transfers.

 

Recognition of Prior Learning (RPL)

Through the RPL process, Integrity will recognise the skills and knowledge of learners that have been gained through relevant work experience and past study.   With learners’ diverse backgrounds, sufficient experience and expertise attained in the industry, this may exempt learners from completing the standard course requirements. 

 

Applicants for RPL must provide evidence that demonstrates current industry knowledge and skills gained through work experience, current and past study against each unit of competency embedded in the qualification.

 

How do I apply?

Integrity have developed a seamless approach to the RPL process, this process puts the learner at the forefront of the process and you will be provided with direction and support throughout.

 

Step 1

To apply for RPL, complete the Self-Assessment tool for your chosen qualification provided to your via email from one of our Course Advisors. Once you have completed this, scan and email to us at info@integrity.edu.au.

Step 2

An informal conversation is held between you and an Integrity Assessor, this conversation will help determine if you are a suitable candidate for RPL and will briefly outline the process. Once completed, the next step is to enrol via the website and continue with the RPL process.

Step 3

Once you have enrolled, The RPL Assessment Kit for your chosen qualification will be made available to you.   Read through the RPL Kit and make notes for discussion with your allocated Integrity Assessor. Your Assessor will discuss the RPL process, evidence requirements, set timelines for the Competency Conversation and answer any questions you may have. 

Step 4

At this step you will be gathering your paper/online based evidence and complete the relevant sections of the Kit.  Once completed, the Kit and required evidence can be uploaded into your student portal.

Step 5

Your Assessor will then contact you to conduct a telephone / skype interview – also known as a Competency Conversation, to discuss your evidence and to ask questions that will be used to fill any identified gaps.  This conversation will take place at a time that is agreeable to you and the Assessor.

Step 6

The assessment decision is made, with the following possible outcomes.

I.             RPL - Competent – will be recorded for each unit you successfully achieve through the RPL process, if you meet all the units in the qualification then your Certificate and unit transcript will be issued within 10 working days to your nominated address.

II.            RPL – Not Yet Competent – GAP Training or Assessment Only Pathways will be offered to help you fill the identified gaps in your skills and knowledge, depending on availability of places, this can be achieved by workshop attendance for Victorian residents or online.

 

Fees

The fee for RPL are included in our statement of fees.  Please click here

 

 

Units of Competency (What's covered in FNS60415)

Integrity Education Group offer 14 units of competency in the FNS60415 Advanced Diploma of Financial Planning. The units selected have been selected based on feedback from Industry.

Core Units

FNSFPL601

Provide technical and professional guidance

FNSFPL602

Determine client requirements and expectations for clients with complex needs

FNSFPL604

Develop complex and innovative financial planning strategies

FNSFPL605

Present and negotiate complex and innovative financial plans

FNSFPL606

Implement complex and innovative financial plan

FNSFPL508

Conduct complex financial planning research

FNSPRM601

Establish, supervise & monitor practice systems to conform with legislation & regs

FNSFPL603

Provide comprehensive monitoring and ongoing service

Elective Units

FNSSMS501

Invest self-managed superannuation funds assets

FNSSMS505

Support trustee in the selection & performance monitoring of outsourced services

FNSSMS601

Provide advice in self-managed superannuation funds

FNSSMS602

Apply taxation requirements when advising in self-managed superannuation funds

FNSSMS603

Apply legislative & operational requirements to advising in self-managed superannuation funds