Australian Institute of Financial Services and Accounting

Diploma of Financial Planning FNS50610
RG146 Compliance

 

About The Course/Requirements

If you would like to be a professionally qualified, RG146 compliant Financial Planner, this course is for you. Our course is designed to provide you with the opportunity to add value in Financial Planning and give you an in-depth knowledge of how to find, secure and work with a broad range of profitable clients. We do this by ensuring that your course content and assessments are closely aligned with how you would work with a live client. We also provide multiple opportunities to conduct live role plays and prepare Statements of Advice where you will act as a Financial Planner presented with a real life client scenarios.

 

 

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What You’ll Learn:

  • The quality of our course content
  • How our eLearning / DistanceLearning system works
  • How Assessments are managed
  • How you can get help throughout your course

Career Support

As well as offering you support during your course, we can also provide you with guidance with your career. We have formed an alliance with a recruitment firm that specialises in finding financial services roles for suitably qualified individuals. While we can't guarantee every graduate will gain employment, our alliance ensures that our graduates are in the know when it comes to their career.

Course Units

This course contains 15 Units of Competency. Clicking on the links below will open the full description of that Unit of Competency as provided on the Training.gov.au website.

Develop and use complex spreadsheets Apply principles of professional practice to work in the financial services industry
Contribute to OHS hazard identification and risk assessment Comply with financial planning practice ethical and operational guidelines/regulations
Conduct financial planning analysis and research Develop and prepare financial plan
Implement Financial Plan Review financial plan and provide ongoing service
Determine client requirements and expectations Conduct product research to support recommendations
Provide appropriate services, advice and products to clients Provide advice in Financial Planning
Record and implement client instructions Conduct complex financial planning research
Provide advice in Superannuation Provide advice in Life Insurance
Provide advice in Managed Investments    

Pre-requisites

None

Course Duration and Delivery

This course is delivered online with regular start dates for your convenience. You will access pre-recorded lectures and assessments from your PC at home or work with no special equipment other than an internet connected computer required. As you complete one unit and its associated assessment, the next unit will be released to you.

Payment Options

Monthly payment plans are available.

Other Information

AIFA is an ASQA (Australian Skills Quality Authority) Registered Training Organisation (RTO No. 91311) authorised to deliver specialist Financial Services programs under the Australian Qualifications Framework.

12 Reasons To Choose AIFA For Your Diploma of Financial Planning Registration:

  1. Meets ASIC RG146 Compliance.
  2. Gain real-life experience as a Financial Planner through interactive, live role plays.
  3. Includes courses in Superannuation, Life Insurance and Managed Investments.
  4. Gain experience creating Statements of Advice required for Financial Planners and Paraplanners.
  5. Mapped to the FNS10, the most up to date Training Package on the market.
  6. Industry-experienced trainers and assessors deliver your tutorials, monitor your progress, offer help, and mark your assessments.
  7. Online delivery with flexible study times.
  8. Time-frames set for assessments & assignments to help you stay on track.
  9. Interact, network or just listen & read posts from fellow students in the forum and during live web tutorials.
  10. No text books to buy.
  11. Open-book, competency based assessments.
  12. Nationally Recognised (See Our Qualifications Here).

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