Advanced Diploma of Financial Planning | CourseFinder

Advanced Diploma of Financial Planning FNS60415

  • Awarded by

    Monarch Institute (RTO 22530)

  • Qualification

    Advanced Diploma

  • Study Mode

    Online

  • Payment Options

    Payment planUpfront payment

  • Duration

    Self-paced; complete within 24 months

  • Start Date

    Anytime – start today!

This course meets 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.

Last modified: 23 Mar 2017

About this course

Open yourself up to improved career opportunities with this Advanced Diploma of Financial Planning (FNS60415), based on up to the minute industry knowledge.

Using case studies and workplace examples, this peer-reviewed course provides you with a greater understanding of financial planning strategies and how to cater for the needs of your clients. Upon completion, you will be able to provide professional advice on a range of financial planning products, and provide excellent service, tailored to suit a whole range of personal scenarios and requirements.

Hear from industry experts and qualified financial planners

  • Prerequisites

    Questions?

    To be eligible for entry into this course, applicants must meet the following requirements:

    • Successfully completed a Diploma of Financial Planning (FNS50615), or equivalent

    Recognition of prior learning (RPL) may be available for skills and knowledge obtained through previous study or other relevant experience.

    Questions?
  • Subjects

    Find out more

    In this financial planning course, the units of competency you may study include:

    Core units

    • FNSFPL508 – Conduct complex financial planning research
    • FNSFPL601 – Provide technical and professional guidance
    • FNSFPL602 – Determine client requirements and expectations for clients with complex needs
    • FNSFPL603 – Provide comprehensive monitoring and ongoing service
    • FNSFPL604 – Develop complex and innovative financial planning strategies
    • FNSFPL605 – Present and negotiate complex and innovative financial plans
    • FNSFPL606 – Implement complex and innovative financial plan
    • FNSPRM601 – Establish, supervise and monitor practice systems to conform with legislation and regulations

    Elective units

    • FNSFMK502 – Analyse financial market products for client
    • FNSFMK503 – Advise clients on financial risk
    • FNSCUS506 – Record and Implement client instructions*
    • FNSINC501 – Conduct product research to support recommendations*
    • FNSIAD501 – Provide appropriate services, advice and products to clients*
    • FNSCUS505 – Determine client requirements and expectations*
    • FNSASICR503 – Provide advice in margin lending

    *These units are prerequisites for FNSASICR503

    Find out more
  • Why Monarch Institute?

    RTO 22530
    Monarch Institute specialises in providing innovative, engaging courses with a focus on practical application. Courses are designed by industry experts who use real-life case studies to illustrate abstract concepts and give students the skills to succeed in the real world. The institute regularly consults with accounting, bookkeeping, financial planning and business industry practitioners to ensure that course materials reflect industry needs. Whether you choose to study in the classroom or online, Monarch Institute will support your learning journey by helping you gain valuable industry insights to enhance your employability.

    Campus locations:
    Melbourne – Level 10, 10-16 Queen Street, Melbourne VIC 3000
    Sydney – 19-35 Martin Pl, Sydney NSW 2000
    Brisbane – 71 Eagle Street, Brisbane QLD 4000
    Perth – 140 St Georges Terrace, Perth WA 6000

    Monarch Institute prides itself on encouraging and supporting students to meet their educational goals. Whether you choose to study in the classroom or online, you will be supported by a range of professionals who are committed to helping you succeed. All course materials have been designed with access and equity issues in mind, and assessment techniques reflect the needs of multiple learning styles.

    Monarch provides an array of services for students, including personal, educational and vocational counselling services; disability assistance; language, literacy and numeracy assistance; and student welfare and guidance services. It also offers services for Aboriginal or Torres Strait Islander students and students with disabilities or special needs in order to support them in meeting their learning goals.

Career outcomes

Upon successful completion of this course you will receive a nationally recognised, accredited Advanced Diploma of Financial Planning (FNS60415) from Monarch Institute.

Wondering where a career in accounting and finance could take you? Potential job outcomes may include:

  • Financial Planner
  • Financial Advisor
  • Estate Planner
  • Taxation Advisor
  • Compliance Officer

PAYMENT OPTIONS

Monarch Institute offers two easy payment alternatives:

Pay upfront and save!
Pay for your qualification upfront to receive a substantial discount. Total online course cost: $1,625

Pay as you go
Enrol in each unit individually to pay as you study.

Government funding is also available to residents of Victoria. Enquire now to find out if you're eligible.

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