FNS50615Diploma of Financial Planning

Mentor Education
Mentor Education
  • Awarded by

    Mentor Education (RTO 21683)

  • Qualification


  • Study Mode


  • Payment Options

    Study Loans eligibleUpfront payment

  • Duration

    Self-paced, max 18 months

  • Start Date

    Anytime – start today!

  • Location

    NSW | VIC | Sydney | Melbourne

  • Course Fee

    Price may vary Price may vary

  • Career Outcomes

    Financial Broker | Financial Planner | Insurance Broker | Credit Officer | View all

This course meets the 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.

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Last modified: 12 Feb 2019

In a Nutshell

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.


  • What You'll Need to Get In


    There are no formal entry requirements for this course, however it is strongly recommended that applicants have a strong grasp of literacy and numeracy.

  • Subject Breakdown

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

    Core units

    • BSBITU402 – Develop and use complex spreadsheets
    • FNSASICZ503 – Provide advice in financial planning
    • FNSFPL501 – Comply with financial planning practice ethical and operational guidelines and regulations
    • FNSFPL502 – Conduct financial planning analysis and research
    • FNSFPL503 – Develop and prepare financial plan
    • FNSFPL504 – Implement financial plan
    • FNSFPL505 – Review financial plans and provide ongoing service
    • FNSFPL506 – Determine client financial requirements and expectations
    • FNSINC401 – Apply principles of professional practice to work in the financial services industry

    Elective units

    • FNSFPL507 – Provide financial planning advice
    • FNSFPL508 – Conduct complex financial planning research
    • FNSIAD501 – Provide appropriate services, advice and products to clients
    • FNSINC501 – Conduct product research to support recommendations
    • FNSCUS505 – Determine client requirements and expectations
    • FNSASICU503 – Provide advice in superannuation
    • FNSASICX503 – Provide advice in life insurance
    • FNSASICT503 – Provide advice in Managed Investments
    • FNSASICW503 – Provide advice in Securities
    • FNSFMK502 – Analyse financial market products for client
    • FNSFMK503 – Advise clients on financial risk
    • FNSCUS506 – Record and implement client instructions
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  • 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.


    "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."

    All student testimonials for Mentor Education

    "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

    "It comes to no surprise to me why your business is the leader in providing financial advice competency."

    Andre Mudigo , Mentor graduate

    "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!"

    Kenn Williams , Mentor graduate

    "I have thoroughly enjoyed the course and found it most worthwhile to my business. I would recommend it to colleagues."

    Janette Moseley , Mentor graduate

Where Will This Course Take You?

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.

Let's Talk Price

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

Study Loans provides a new way of paying for education with a transparent fee structure under a pay-as-you-go type model.

Approved students will be loaned from $2,001 to $15,000, to cover all or part of their course tuition from an approved provider. The loan will be progressively drawn to pay tuition fees and paid to the training provider directly on behalf of the student. The loan will be paid back via direct debit over 6-48 months, at competitive interest rates, with no penalties for early repayment.

Study Loans Australia Pty Ltd (ABN 13 618 345 314) Australian Credit Licence 498589

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