Advanced Diploma of Financial Planning

  • Qualification:

    Advanced Diploma

  • Study mode:


  • Payment options:

    Study Loans eligibleUpfront payment

  • Duration:

    Self-paced, max 12 months

  • Start date:

    Anytime - start today!

  • Awarded by:

    Mentor Education (RTO 21683)

  • Location

    NSW, Sydney, VIC, Melbourne

  • Course fee:

    Price may vary

  • Career Outcomes:

    Financial Planner | Financial Advisor | Estate Planner | Taxation Advisor | Compliance Officer | View All

This course meets the 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.

Course Rundown

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.


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

What You’ll Learn

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

Why study with Mentor Education?

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.

Student Support

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.

Where Will It Lead Me?

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.

Curious about where a career in financial planning could take you? Potential job outcomes may include:

How Much Will It Cost?

Finance options

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

Study Loans eligible

Study Loans provides a new way of paying for education with a transparent fee structure under a pay-as-you-go type model.

Approved students will be loaned from $2,001 to $15,000, to cover all or part of their course tuition from an approved provider. The loan will be progressively drawn to pay tuition fees and paid to the training provider directly on behalf of the student. The loan will be paid back via direct debit over 6-48 months, at competitive interest rates, with no penalties for early repayment.

Eligibility criteria apply, enquire now enquire now to find out more.

Study Loans Australia Pty Ltd (ABN 13 618 345 314) Australian Credit Licence 498589