Diploma of Financial Planning

Empower your Career | Be Your Potential | Empower your Future.

Build on your current skills or further develop your knowledge with this FINANCIAL PLANNING Course that gives you the confidence to take your career to the next level.

The program provides learners with skills and knowledge relating to management of people and strategy. This include general management skills combined with a vast array of skills used to develop a sound understanding of business requirements in today’s competitive environment. If you have middle line management personnel responsible for primary business functions, this is the course for them.

Academy of Global Business Training is proud to offer the FNS50615 DIPLOMA of FINANCIAL PLANNING as an online Business Training qualification.

Learners will be empowered by this course and be equipped to lead and manage a small business or key areas within a large organization. Learners will gain a nationally recognised qualification in the FNS50615 DIPLOMA of FINANCIAL PLANNING.   Click here for your Course Brochure

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Course Details
National Code FNS50615
Qualification DIPLOMA of Financial Planning
Course duration Max 12 months
Delivery mode Online
Assessments Questions, case studies, evidence and assignments
Associated With    

 

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Subjects

FNSASICZ503

FNSFPL501

FNSFPL502

FNSFPL503

FNSFPL504

FNSFPL505

FNSINC401

BSBITU402

FNSFPL506

Provide advice in Financial Planning  core

Comply with financial planning practice ethical& op guidelines & reg

Conduct financial planning analysis & research

Develop and prepare financial plan

Implement financial plan

Review FP &provide ongoing service

Apply principles of professional prac to work in the fin services industry

Develop and use complex spread sheets

Determine client requirements and expectations

FNSFPL508

Conduct complex financial planning research   **Para planners

FNSASICU503

Provide advice in Superannuation

FNSASICQ503

Provide advice in First Home Saver Market Linked Acc

FNSINC501

Conduct product research to support recommendations

FNSIAD501

Provide appropriate services, advices /products to clients

FNSCUS505

Determine client requirements and expectations

BSBCUS501

Manage quality customer service

FNSCUS506

Record and implement client instructions

 

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Entry requirements
Minimum education
  • School Certificate or equivalent OR
  • relevant qualification OR
  • relevant vocational experience.
Minimum age

Minimum age of 16 years. If you are under 18 your application must be signed by a parent or guardian.

Computer requirements

Students will need access to a computer and the internet. For students who do not have access to either a computer or the internet please contact a course and careers adviser to discuss alternative methods of communication.

Minimum specifications for PC are:
  • Microsoft Office 2007 or equivalent,
  • Microsoft Windows XP and
  • DVD/CD-ROM drive.
Students will also need access to a printer and the following applications:
  • Adobe Acrobat Reader and
  • Macromedia Flash player.
English language requirements

If English is not your first language and you did not complete the last two years of secondary education in English, you are required to provide evidence of English language competency before enrolling into the course. Examples of appropriate evidence are listed below:

Evidence Example
IELTS Overall score of 5.5
TOEFL 530 Paper, 197 computer or 71 internet
12 months in English-speaking employment Testimonial, statutory declaration

 

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Pathways

This course has no entry requirements, however, Academy of Global Business Training prefers students to have completed year 12 in Australia or an equivalent accredited qualification Certificate IV or above before entering into this course.

Pathways from the qualification 

The primary pathway from this qualification is employment as a financial para-planner providing advice to clients on financial products and services within the ASIC licensing framework for the sector.

A further learning pathway utilising qualifications such as Advanced Diploma of Financial Planning would support career progression.

Career pathways

Students who complete this course may continue with a pathway that leads to a Advanced Diploma course from the FNS10 Financial Services Training Package. Completion of the Diploma or Advanced Diploma may lead to direct entry into a University.

Recognition of Prior Learning

Academy of Global Business Training recognises the skills and knowledge you have gained in other courses, life experience or at work. You may be able to have your prior learning recognised and credited against a course of study. Your online program will provide you with information on assessing your own skills against the qualification.

For further general information call 1300 132 628 or go to www.GlobalBusinessTrainer.com/recognition

 

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Payment Options
Cost

The cost of the FNS50615 DIPLOMA of FINANCIAL PLANNING is $14,500 AUD paid in installments. 

  • First initial payment of $1000.00 AUD  must be paid upon registration to enrol.
  • Second payment installment is $1500.00 AUD  in 15 days
  • Third payment installment is $1500.00 AUD in the next 15 days
  • Remaining payments are no greater than is $1500.00 AUD  in the following 15 days

For more information refer to www.GlobalBusinessTrainer.com/fees 

How to register

For registration, enrolment details and course enquiries Contact us and get the ball rolling!

Phone: 1300 132 628
Email: Study@GlobalBusinessTrainer.com
Web: www.GlobalBusinessTrainer.com OR
Fast track application: ENROL NOW

Terms and conditions

Upon Registration and payment of initial deposit you are enrolled in the course.

You will receive login in details at your first payment. Cancellations advised in writing within five days are eligible for a full refund minus a $25 transaction fee. This is the cooling off or grace period. Any cancellations made within day six 6 and day ten 10 will receive a full refund except an 25% administrative fee. If a course is cancelled you are entitled to a full refund.

Every effort was made to ensure this information was accurate as at 13 March 2014. Changes may have taken place since that time. Contact the Academy of Global Business Training to confirm course details.

 

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