Professional Development Program - Financial Planning

The Professional Development Program - Financial Planning (PDP-FP) is an integrated training and employment program developed by Oceanic Human Resources. AIFA is responsible for deliver of the training elements of the PDP-FP.

The PDP-FP takes limited numbers of candidates at frequent intervals throughout the year. Enrolment offers are made to candidates after a careful selection process by Oceanic Human Resources to ensure the skills and experience of candidates will be enhanced by the training elements of the PDP-FP to a level required by Oceanic Clients.

Suitable for candidates who:

• can demonstrate a successful career track-record in other industries and seek to enter the financial services sector as a Financial Planner;
• would like to gain a full range of technical competencies and practical skills identified as critical for a successful career as a Financial Planner;
• seek opportunities to own their own business either now or in the future.

This program will equip you with:

• the ASIC RG 146 compliance qualification necessary to operate as a Financial Planner;
• technical competence to develop strategies and provide advice in financial planning, managed investments, superannuation, life insurance, securities and derivatives;
• the ability to assess client's needs, tailor and recommend an appropriate strategy;
• practical skills that enable you to write a compliant Statement of Advice (SOA) using a financial planning software;
• provide ongoing services to your clients;
• comprehensive business management skills to enable you to run and grow a profitable financial planning business.

Career Pathways

The course enables you to work as a Financial Adviser:

• under an employer's Australian Financial Services License; or
• under your own License.

Program Delivery and Duration

Complete the entire program in 13 weeks full-time face-to-face classroom delivery Monday to Thursday (9.00am to 5pm). Additional time is required for private study to complete the program.

From August 2008, the PDP-FP will be conducted at the North Sydney Learning Centre. Later in the 2008/09 financial year the PDP-FP will be available in Brisbane and Melbourne.

Program Content

The program consists of eight modules each supported by practical workshops:

Diploma in Financial Services - Financial Planning

• An Introduction to the Financial Services Industry
• Risk Management
• Investment Planning
• Superannuation and Retirement Planning

Diploma in Financial Services - Practice Management for Financial Planners

• Financial Practice Business Planning and Financial Management
• Marketing and Sales Planning and Execution for Financial Practices
• Managing and Developing a Financial Practice Business
• Human Resources Plans and Strategies

The practical workshops include:

• Financial Planning Software workshops
• Technical strategies workshops
• Life insurance workshops

Assessment Requirements

You are subject to a process of continuous assessment throughout the Program.

How to Apply

To inquire about upcoming programs and to register your interest, phone Oceanic Human Resources on 1300 785 775.