Advanced Diploma of Financial Planning (FNS60415)

Qualification: Advanced Diploma
Course Code: FNS60415
Study mode: Online
On Campus
Payment options: Upfront payment
Duration: Self-paced, max 12 months
Start date: Anytime – start today!
Awarded by: Mentor Education (RTO 21683)
Course fees: Price may vary
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.

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About this course

Prove to employers that you possess the skills and qualification to become a successful financial advisor with this online Advanced Diploma of Financial Planning (FNS60415) from Mentor Education.

Fast becoming the default qualification for the financial planning industry, the Advanced Diploma of Financial Planning (FNS60415) course will equip you with the skills and knowledge to offer personal advice for retail clients.

Studying everything from taxation to investment planning in this industry-endorsed program, you will become proficient in a range of financial planning services.

Eligibility

To be eligible for this course you must have completed the Diploma of Financial Planning, or equivalent.

Areas of study

In this financial planning course, the subjects you will study include:

Core units

  • Conduct complex financial planning research
  • Provide technical and professional guidance
  • Determine client requirements and expectations for clients with complex needs
  • Provide comprehensive monitoring and ongoing service
  • Develop complex and innovative financial planning strategies
  • Present and negotiate complex and innovative financial plans
  • Implement complex and innovative financial plans
  • Establish, supervise and monitor practice systems to conform with legislation and regulations

Elective units

  • Provide advice in Managed Investments
  • Provide advice in Securities
  • Provide advice in Superannuation

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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.

Upon successful completion of this course you will receive a nationally recognised, accredited Advanced Diploma of Financial Planning (FNS60415) from Mentor Education. By completing this course you will have extensive financial planning skills, developed according to industry standards.

This qualification will enable you to provide financial planning advice to your clients in a range of areas, including estate planning, taxation and sophisticated investment planning. You will also have the technical understanding to be able to develop comprehensive financial plans.

This course is worth 52 AFA CPD points.

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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.

Finance options

Upfront payment is required in full, at the time of enrolment. Credit cards accepted.

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.

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.

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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.

And get a free course guide

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