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VIC_FNS60415 Advanced Diploma of Financial Planning

Workshop Programs 

Our workshops are run from our training room located at 4/84 William Street, Melbourne, VIC 3000.

Please contact our office on 1300 400 346 or - places are limited so enrol NOW to secure a place!


Workshop applications are accepted up to 2 weeks prior to workshop commencement. Applications received after this date may be considered, however it is important to note that students are expected to prepare for each class and 2 weeks allows for all administration and recommended pre-reading to be completed. Please call our office if you would like to discuss your specific situation further. Workshops are subject to change and be cancelled if minimum numbers are not met.

ADVANCED Diploma of Financial Planning 


  Practice of Self-Managed Superannuation Funds (SMSF) 4th August
  Practice of Self-Managed Superannuation Funds (SMSF) 18th August
  Practice of Advanced Estate Planning (PAEP) 22nd September
  Australian Tax Law (ATL) 20th October
  Practice of Statement of Advice  (PSOA) 24th November

Face-to-face workshops are conducted in a facilitated environment.  The Facilitators are Financial Advisers (many with their own financial planning firms) or industry Practice Development Managers who have years of practical personal advice experience.  These workshop sessions provide a structured and engaging format to learn and understand concepts. The workshops also provide a great opportunity to network with other students and people in the industry.

PLEASE NOTE: It is a requirement that all students complete the pre-reading prior to each workshop. Students are fully supported in between workshop days through phone, email and online access to Assessors to ensure learning occurs across the continuum of their studies.  Workshop days are merely one component of the student's overall learning program.

Students are provided with a structured outline of the required pre-reading for each workshop day. The workshop program is a facilitated environment to help students understand and clarify the concepts covered on the day.  Access to industry experienced Facilitators is crucial in gaining a more in-depth level of knowledge and appreciation of the content, and the workshop days 'deepen' the learning outcomes for the student.  The workshop program is not indicative of how long it takes to complete a qualification and the time taken to complete a qualification / course is dependent on an individual student's professional experience, educational background, and personal competencies.