Mentor Education (RTO 21683)
Self-paced, max 18 months
Anytime – start today!
Financial Broker | Financial Planner | Insurance Broker | Credit Officer | View all
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.
The online Diploma of Financial Planning (FNS50615), offered by Mentor Education, is the ideal standard entry point for a career in finance. In this industry-endorsed program, you will learn all of the technical knowledge and skills required to conduct yourself as a professional financial planner.
As the minimum RG146 entry requirement, the course will guide you through the fundamentals of the financial planning process and introduce you to the skillset required to be able to identify risk profiles and plan strategies to meet a range of objectives. You will also be guided through materials covering investment planning, superannuation and insurance, to ensure that you are authorised to provide advice to retail clients, in line with Australian Securities and Investment Commission (ASIC) requirements.
In this financial planning course, the subjects you will study include:
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.
"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."
"I have received a job offer and I do appreciated your support and trust. Thanks once again!"
"It comes to no surprise to me why your business is the leader in providing financial advice competency."
"The practical projects were excellent and once understood, the value at both a practice and practitioner level was time well spent. Recommend to others unequivocally!"
"I have thoroughly enjoyed the course and found it most worthwhile to my business. I would recommend it to colleagues."
Upon successful completion of this course you will receive a nationally recognised, accredited Diploma of Financial Planning (FNS50615) from Mentor Education.
The qualification represents a vital entry point for anyone seeking to meet ASIC's qualification requirements as an authorised financial adviser. Gain a transferrable skillset and all of the tools you need to be able to enter the financial industry with a sound knowledge of best practice standards. Should you wish to continue with your studies, this qualification allows you to articulate into higher education programs with the University of New England and Griffith University.
Wondering where a career in financial planning could take you? Potential job outcomes may include: Financial Planner, Financial Advisor, Financial Consultant, Insurance Broker, Credit Officer, Insurance Investigator, Estate Planner, Taxation Advisor, Compliance Officer.
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