Diploma of Financial Planning

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Government-subsidised training
Meets the requirements of the Australian Qualifications Framework (AQF)
Entry requirements
No minimum education. Prerequisite units apply to the following: Provide advice in financial planning; Provide advice in first home saver market linked accounts; Provide advice in superannuation; Provide advice in life insurance and Provide advice in insurance broking.
Units in this course
Fee range
$1,575 - $8,015 (full fee)
$2,800 - $5,079
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About government-subsidised training

Students may be eligible for government-subsidised training. This is only offered by training providers who have a contract with the Victorian Government to deliver government-subsidised training.

If you're eligible, the government will contribute to the cost of the training.

Finding government-subsidised training

Government-subsidised training is marked with this symbol Government-subsidised training available. Course availability data is sourced from the Australian Course Information Register.

About pre-apprenticeship courses

This course is available to study as a pre-apprenticeship. A pre-apprenticeship is a great way to get a feel for the industry before committing to an apprenticeship.

Some pre-apprenticeships can help reduce the length of a formal apprenticeship. This only applies to selected courses approved by the Victorian Registration and Qualifications Authority (VRQA). To find out if this applies to your pre-apprenticeship contact your training provider.

For more information about pre-apprenticeships, see our Pre-Apprenticeships page.

About recognition

The courses shown on the Victorian Skills Gateway website are regulated qualifications under the Australian Qualifications Framework (AQF), or short training programs made up of units of competency from regulated qualifications.

Unit code
Unit title
Manage quality customer service
Implement workplace information system
Develop and use complex spreadsheets
Monitor and manage small business operations
Develop workplace policy and procedures for sustainability
Establish client relationship and analyse needs
Develop, present and negotiate client solutions
Provide advice in first home saver market linked accounts
Provide advice in superannuation
Provide advice in life insurance
Provide advice in insurance broking
Provide advice in financial planning
Develop and nurture relationships with clients, other professionals and third party referrers
Monitor client requirements
Review business performance
Determine client requirements and expectations
Record and implement client instructions
Comply with financial planning practice ethical and operational guidelines and regulations
Conduct financial planning analysis and research
Develop and prepare financial plan
Implement financial plan
Review financial plans and provide ongoing service
Determine client financial requirements and expectations
Provide financial planning advice
Conduct complex financial planning research
Provide appropriate services, advice and products to clients
Place client insurances with insurer and confirm insurance cover with clients
Review service performance
Implement changes to broking client's insurance program
Monitor broking client requirements and establish loss control programs
Apply principles of professional practice to work in the financial services industry
Conduct product research to support recommendations
About the fee range
The fee ranges shown are indicative only.

The full fee range does not factor in any government subsidies.

The government-subsidised fee range marked with this symbol Government-subsidised training available factors in a Victorian Government subsidy.

The ranges are based on:

  • Estimated tuition fees for the whole of the course with a Victorian Government subsidy 
  • Rates for local students only (not for international)  
  • Available data from the Australian Course Information Register

The fee ranges shown do not factor in concessions or scholarships. They also exclude other fees set by the training provider such as materials, services, and amenities.

All subsidies presented on this site are correct at the time of publication; subsidy information is updated on a monthly basis. To obtain the most accurate quote for the course you’re considering, please contact the training provider directly.

About occupations in demand

Occupations in demand are marked with this symbol . If you see a related job marked with this symbol, it’s identifying a role that is currently, or is at risk of, experiencing a skills shortage.

When an occupation has a skills shortage, it means the chances of getting a job after completing your course could be higher.

The information used to identify occupations in demand is primarily sourced from Higher Education and Skills Group (HESG) in the Department of Education and Training (DET), the Australian Bureau of Statistics (ABS) and Deloitte Access Economics.