Courses

Diploma of Financial Planning

FNS50615

Do you want to be the financial planner or financial adviser who stands out from the crowd?

Our face to face learning approach in the Diploma of Financial Planning program develops the essential skills and knowledge required to enter the financial planning industry. This course combines specialist knowledge and financial planning skills to prepare you for providing personal advice to retail clients.

The program particularly suitable for students who are:

  • Working within the financial planning profession, looking to meet ASIC’s qualification requirement as an authorised financial adviser;
  • Wanting to enter/re-enter the industry and require the industry endorsed RG146 qualification to provide advice;
  • Seeking to expand existing industry skills and knowledge;
  • Employee advisers working in practices, wealth creation divisions of financial services product manufacturers, such as AXA and AMP;
  • Commission only advisers running or working in a financial planning practice

Industry Connections and Resources

To meet the industry requirements, Melbourne Polytechnic offers an additional 6 elective units that are required to obtain the ASIC units and related pre-requisites needed by the financial services industry to work as a financial planner and/or para-planner who is required to provide holistic advice in relation to life insurance, superannuation, managed investments and securities.

in Australia. You’ll also meet the minimum academic requirements under the Tax Agent Services Act 2009, to register as a BAS agent with the Tax Practitioners Board.

Employment outcomes

  • Financial planner
  • Financial planning assistant

Recognition of Prior Learning (RPL)

You can seek RPL where your work or qualifications of an advanced and related nature have been undertaken. Academic Credit is granted on a case-by-case basis, according to our Academic Credit policy and associated procedures. Applications for Academic Credit will be assessed by relevant Melbourne Polytechnic academics and where appropriate, industry experts.

Local Students

Code

FNS50615

Campuses

PRESTON

Department

Business Management and Finance
03 9269 8400

Duration

Part-time: 12 months
One night per week 6-9pm
One online tutorial per week

Modes of Delivery

Face-to-face, Classroom

Fees

Eligible:$4000
Ineligible:$5000

Enquire now to find out if you are eligible for government funding and other forms of help paying for fees. The student tuition fees as published are correct at time of publication and subject to change given individual circumstances at enrolment. All enrolments excluding RPL/RCC and Higher Education incur an annual Amenities fee with a maximum cap of $250

Find out more on fees and charges

Entrance Requirements

There are no entrance requirements for this course.

Pathways to further study

Students completing this course may consider pursuing further studies with a Bachelor of Business.

Career Pathways

Graduates may gain employment as a financial planner.

Enrolment Intake

  • October

Units Of Study

The hours displayed are nominal, actual classroom hours delivered may differ. Please contact the department for the latest student contact hours information.

Code Subjects Hours
BSBITU402 Develop and use complex spreadsheets 50
FNSASICT503A PROVIDE ADVICE IN MANAGED INVESTMENTS 50
FNSASICU503A PROVIDE ADVICE IN SUPERANNUATION 50
FNSASICW503A PROVIDE ADVICE IN SECURITIES 50
FNSASICX503A PROVIDE ADVICE IN LIFE INSURANCE 50
FNSASICZ503A PROVIDE ADVICE IN FINANCIAL PLANNING 50
FNSCUS505 Determine client requirements and expectations 70
FNSCUS506A RECORD AND IMPLEMENT CLIENT INSTRUCTIONS 75
FNSFMK502 Analyse financial market products for client 50
FNSFMK503 Advise clients on financial risk 60
FNSFPL501A COMPLY WITH FINANCIAL PLANNING PRACTICE ETHICAL AND OPERATIONAL GUIDELINES AND REGULATIONS 50
FNSFPL502A CONDUCT FINANCIAL PLANNING ANALYSIS AND RESEARCH 50
FNSFPL503A DEVELOP AND PREPARE A FINANCIAL PLAN 60
FNSFPL504A IMPLEMENT FINANCIAL PLAN 50
FNSFPL505A REVIEW FINANCIAL PLANS AND PROVIDE ONGOING SERVICE 40
FNSFPL506A DETERMINE CLIENT REQUIREMENTS AND EXPECTATIONS 60
FNSFPL507 Provide financial planning advice 50
FNSFPL508A CONDUCT COMPLEX FINANCIAL PLANNING RESEARCH 50
FNSIAD501A PROVIDE APPROPRIATE SERVICES, ADVICE AND PRODUCTS TO CLIENTS 150
FNSINC401 Apply principles of professional practice to work in the financial services industry 30
FNSINC501A CONDUCT PRODUCT RESEARCH TO SUPPORT RECOMMENDATIONS 80

Related Downloads

Students may be eligible for Victorian and Commonwealth Government funding.