Advanced Diploma of Financial Planning | CourseFinder

FNS60415Advanced Diploma of Financial Planning

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  • Awarded by

    Mentor Education (RTO 21683)

  • Qualification

    Advanced Diploma

  • Study Mode

    Online
    On campus

  • Payment Options

    Upfront payment

  • Duration

    Self-paced, max 12 months

  • Start Date

    Anytime – start today!

  • Course Fee

    Price may vary Price may vary

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: 19 Jul 2017

About this course

Prove to employers that you possess the skills and qualification to become a successful financial advisor with this online Advanced Diploma of Financial Planning (FNS60415) from Mentor Education. Fast becoming the default qualification for the financial planning industry, the Advanced Diploma of Financial Planning (FNS60415) course will equip you with the skills and knowledge to offer personal advice for retail clients. Studying everything from taxation to investment planning in this industry-endorsed program, you will become proficient in a range of financial planning services.

  • Prerequisites

    Questions?

    To be eligible for this course you must have completed the Diploma of Financial Planning, or equivalent.

    Questions?
  • Subjects

    Find out more

    In this financial planning course, the subjects you will study include:

    Core units

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

    Elective units

    • Provide advice in Managed Investments
    • Provide advice in Securities
    • Provide advice in Superannuation
    Find out more
  • Why Mentor Education?

    Mentor Education (RTO number: 21683) is one of Australia’s leading RG146 compliance training providers for the financial services industry. By specialising exclusively in this field of training, Mentor is able to focus on delivering professional development courses of the highest quality. Thanks to their flexible delivery options, you can complete a nationally recognised qualification in financial planning entirely online, and without disrupting your career. Take advantage of Mentor Education’s long-standing industry reputation and commitment to ongoing professional development by enquiring about a course today.

    As a student of Mentor Education, you’ll receive access to an experienced financial adviser Monday to Friday, 9am–5pm by telephone and email, so you’re always assured of timely feedback and assistance.

    Students of this program will also benefit from complementary inclusion of Mentor Education’s Career Pathway Program. This comprehensive suite of career-building tools includes a 12-month professional development subscription, association membership and regular updates on industry news and events.

  • STUDENT TESTIMONIALS

    All student testimonials for Mentor Education

    "As a result of completing my Diploma with Mentor Education, I have obtained work at Health Super Financial Planning as a client services officer, with a view to becoming a paraplanner or financial planner in the long term."

    "The reason I chose Mentor Education was that I had previously looked at my training options online, and determined that Mentor Education would adequately cover all of my requirements. The end result is a new position with another bank under a role I really enjoy and one that required the diploma qualification."

    "I wanted to express how I thoroughly enjoyed the Diploma of Financial Planning. The course was challenging yet rewarding and provided an extremely accurate measure of what financial advice is like in the outside world. Your staff are very encouraging and provide fantastic feedback. It was a pleasure doing the course through Mentor Education and I wouldn’t hesitate to complete further education through your organisation."

    "Within a week of having completed my course, even before I got my certificate, I got a job with ANZ as a financial planning associate. I must say that Mentor Education has a very good reputation in the industry."

    Miral Thakker , Certificate IV in Business - Financial Services Practice Management

    "I have received a job offer and I do appreciated your support and trust. Thanks once again!"

    Herman Vargas , Mentor graduate

Career outcomes

Upon successful completion of this course you will receive a nationally recognised, accredited Advanced Diploma of Financial Planning (FNS60415) from Mentor Education. By completing this course you will have extensive financial planning skills, developed according to industry standards.

This qualification will enable you to provide financial planning advice to your clients in a range of areas, including estate planning, taxation and sophisticated investment planning. You will also have the technical understanding to be able to develop comprehensive financial plans.

This course is worth 52 AFA CPD points.

PAYMENT OPTIONS

Upfront payment is required in full, at the time of enrolment. Credit cards accepted.

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