This course meets Nationally Recognised Training standards. It is listed on the Australian government's National Register for Vocational Education and Training (VET).
Studying this course leads to a qualification that's recognised throughout Australia, and lets employers know that you have the right skills for the job.
Mentor Education's Accountant Bridging Course is the ideal program for accountants looking to meet their obligations as detailed in Regulatory Guide 146 Licensing: Training of Financial Product Advisers (RG146).
The program combines the nationally recognised Diploma of Financial Planning (FNS50615) with the SMSF Adviser short course, allowing students to walk away with the ability to advise on self-managed superannuation funds, margin lending, investing and life insurance. The bridging course has been designed in conjunction with leading financial institutions to offer you a fast-tracked education in the provision of advice relating to financial products and services.
Completion of this bridging program will also see you awarded with 82 continuing professional development (CPD) points.
This course is available to qualified accountants.
Areas of study
In this accounting course, the subjects you will study include:
Diploma of Financial Planning
BSBITU402 – Develop and use complex spreadsheets
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
FNSFPL507 – Provide financial planning advice
FNSFPL508 – Conduct complex financial planning research
FNSIAD501 – Provide appropriate services, advice and products to clients
FNSINC501 – Conduct product research to support recommendations
FNSCUS505 – Determine client requirements and expectations
FNSASICU503 – Provide advice in superannuation
FNSASICX503 – Provide advice in life insurance
FNSASICT503 – Provide advice in Managed Investments
FNSASICW503 – Provide advice in Securities
FNSFMK502 – Analyse financial market products for client
FNSFMK503 – Advise clients on financial risk
FNSCUS506 – Record and implement client instructions
Self Managed Superannuation Funds Personal Advice
FNSSMS501 – Invest in self-managed superannuation funds assets
FNSSMS601 – Provide advice in self-managed superannuation funds
FNSSMS602 – Apply taxation requirements when advising in self-managed superannuation funds
FNSSMS603 – Apply legislative and operational requirements to advising in self-managed superannuation funds
FNSSMS505 – Support trustee in the selection and performance monitoring of outsourced services
Get more information
Want more information about this course? Fill out the enquiry form to the right and a study consultant will contact you with the details you need.
Successful completion of this course brings your qualification into line with ASIC’s RG146 requirements, whilst simultaneously diversifying your expertise and capacity to fulfil clients’ needs.
Earn 82 CPD points as you gain the skillset required to provide compliant advice in life insurance, superannuation, SMSF and investments, and in turn broaden your client base and potential for employment.
How else will I benefit from this course?
Upon successful completion of this course you will receive a Diploma of Financial Planning (FNS50611) from Mentor Education.
Studying online means you can study where you want, at your own pace.
Gain industry-relevant skills and a qualification that’s highly valued.
Your qualification articulates into higher education programs with the University of New England and Griffith University.
Receive access to Mentor Education’s tailored Career Pathway Program.
Get more information
Want more information about the career benefits of this course? Fill out the enquiry form to the right and a study consultant will contact you with the details you need.
RTO 21683 Mentor Education is one of Australia’s leading RG146 compliance training providers for the financial services industry. By specialising exclusively in this field of training, Mentor is able to focus on delivering professional development courses of the highest quality. Thanks to their flexible delivery options, you can complete a nationally recognised qualification in financial planning entirely online, and without disrupting your career. Take advantage of Mentor Education’s long-standing industry reputation and commitment to ongoing professional development by enquiring about a course today.
As a student of Mentor Education, you’ll receive access to an experienced financial adviser Monday to Friday, 9am–5pm by telephone and email, so you’re always assured of timely feedback and assistance.
Students of this program will also benefit from complementary inclusion of Mentor Education’s Career Pathway Program. This comprehensive suite of career-building tools includes a 12-month professional development subscription, association membership and regular updates on industry news and events.