Diploma of Financial Planning

  • Qualification:


  • Study mode:


  • Payment options:

    Study Loans eligibleUpfront payment

  • Duration:

    Self-paced, max 18 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 Broker | Financial Planner | Insurance Broker | Credit Officer | Insurance Investigator | 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

The online Diploma of Financial Planning (FNS50615), offered by Mentor Education, is the ideal standard entry point for a career in finance. In this industry-endorsed program, you will learn all of the technical knowledge and skills required to conduct yourself as a professional financial planner.

As the minimum RG146 entry requirement, the course will guide you through the fundamentals of the financial planning process and introduce you to the skillset required to be able to identify risk profiles and plan strategies to meet a range of objectives. You will also be guided through materials covering investment planning, superannuation and insurance, to ensure that you are authorised to provide advice to retail clients, in line with Australian Securities and Investment Commission (ASIC) requirements.



There are no formal entry requirements for this course, however it is strongly recommended that applicants have a strong grasp of literacy and numeracy.

What You’ll Learn

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

Core units

  • 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

Elective units

  • 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

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 Diploma of Financial Planning (FNS50615) from Mentor Education.

The qualification represents a vital entry point for anyone seeking to meet ASIC’s qualification requirements as an authorised financial adviser. Gain a transferrable skillset and all of the tools you need to be able to enter the financial industry with a sound knowledge of best practice standards. Should you wish to continue with your studies, this qualification allows you to articulate into higher education programs with the University of New England and Griffith University.

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.

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