Bing
Accredited courses from leading Australian universities, TAFEs and colleges
FNS60415

Advanced Diploma of Financial Planning

  • Qualification:

    Advanced Diploma

  • Study mode:

    Online

  • Payment options:

    Payment plan
    Upfront payment

  • Duration:

    Self-paced; complete within 24 months

  • Start date:

    Anytime – start today!

  • Awarded by:

    Monarch Institute (RTO 22530)

  • Career Outcomes:

    Financial Planner | Financial Advisor | Estate Planner | Taxation Advisor | View all

Want more course info?

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.

What you'll learn

Hear from industry experts and qualified financial planners

About this course

Open yourself up to improved career opportunities with this Advanced Diploma of Financial Planning (FNS60415), based on up to the minute industry knowledge.

Using case studies and workplace examples, this peer-reviewed course provides you with a greater understanding of financial planning strategies and how to cater for the needs of your clients. Upon completion, you will be able to provide professional advice on a range of financial planning products, and provide excellent service, tailored to suit a whole range of personal scenarios and requirements.

Eligibility

To be eligible for entry into this course, applicants must meet the following requirements:

  • Successfully completed a Diploma of Financial Planning (FNS50615), or equivalent

Recognition of prior learning (RPL) may be available for skills and knowledge obtained through previous study or other relevant experience.

Areas of study

In this financial planning course, the units of competency you may study include:

Core units

  • FNSFPL508 - Conduct complex financial planning research
  • FNSFPL601 - Provide technical and professional guidance
  • FNSFPL602 - Determine client requirements and expectations for clients with complex needs
  • FNSFPL603 - Provide comprehensive monitoring and ongoing service
  • FNSFPL604 - Develop complex and innovative financial planning strategies
  • FNSFPL605 - Present and negotiate complex and innovative financial plans
  • FNSFPL606 - Implement complex and innovative financial plan
  • FNSPRM601 - Establish, supervise and monitor practice systems to conform with legislation and regulations

Elective units

  • FNSFMK502 - Analyse financial market products for client
  • FNSFMK503 - Advise clients on financial risk
  • FNSCUS506 - Record and Implement client instructions*
  • FNSINC501 - Conduct product research to support recommendations*
  • FNSIAD501 - Provide appropriate services, advice and products to clients*
  • FNSCUS505 - Determine client requirements and expectations*
  • FNSASICR503 - Provide advice in margin lending

*These units are prerequisites for FNSASICR503

Monarch Institute Monarch Institute specialises in providing innovative, engaging courses with a focus on practical application. Courses are designed by industry experts who use real-life case studies to illustrate abstract concepts and give students the skills to succeed in the real world. The institute regularly consults with accounting, bookkeeping, financial planning and business industry practitioners to ensure that course materials reflect industry needs. Whether you choose to study in the classroom or online, Monarch Institute will support your learning journey by helping you gain valuable industry insights to enhance your employability.
Monarch Institute prides itself on encouraging and supporting students to meet their educational goals. Whether you choose to study in the classroom or online, you will be supported by a range of professionals who are committed to helping you succeed. All course materials have been designed with access and equity issues in mind, and assessment techniques reflect the needs of multiple learning styles.

Monarch provides an array of services for students, including personal, educational and vocational counselling services; disability assistance; language, literacy and numeracy assistance; and student welfare and guidance services. It also offers services for Aboriginal or Torres Strait Islander students and students

Career outcomes

Upon successful completion of this course you will receive a nationally recognised, accredited Advanced Diploma of Financial Planning (FNS60415) from Monarch Institute.

  • Financial Planner
  • Financial Advisor
  • Estate Planner
  • Taxation Advisor
  • Compliance Officer

Payment options & support

Finance options

Monarch Institute offers two easy payment alternatives:

Pay upfront and save!
Pay for your qualification upfront to receive a substantial discount. Total online course cost: $1,625

Pay as you go
Enrol in each unit individually to pay as you study.

Government funding is also available to residents of Victoria. Enquire now to find out if you're eligible.

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.

Your details will only be shared with the provider listed above.
View our privacy policy
Exit

WAIT! Are you sure this isn't the right course for you?

Thank you email icon

WELCOME!

we'll be in touch

Over 1,000 accredited online courses from leading Australian universities, TAFEs and colleges