Diploma of Financial Planning

Code:
FNS50615
Related jobs
Government-subsidised training
Recognition
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
$1,499 - $9,500 (full fee)
$2,850 - $5,045
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This course is offered in 35 locations
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Chadstone
TAFE
Preston
TAFE
City (MELBOURNE)
TAFE
External
VIC Public Training - Karsten' (MELBOURNE)
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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 Tuition fee-free at TAFE

Courses marked 'Tuition fee-free at TAFE' are on the Victorian Government's Free TAFE for Priority Courses initiative list. This means students who are eligible for government-subsidised training can enrol in one priority course for free at a TAFE Victoria provider in 2019.

Eligibility

Your TAFE will confirm your eligibility when you enrol in a course on the Free TAFE for Priority Courses initiative list.

It's important to know that TAFEs may charge other fees, such as student services fees or materials fees, and you'll need to cover these costs yourself.

Before you enrol:

For more information, see Free TAFE for Priority Courses.

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.

Units
Unit code
Unit title
Unit type
BSBITU402
Develop and use complex spreadsheets
Core
FNSFPL501
Comply with financial planning practice ethical and operational guidelines and regulations
Core
FNSFPL502
Conduct financial planning analysis and research
Core
FNSFPL503
Develop and prepare financial plan
Core
FNSFPL504
Implement financial plan
Core
FNSFPL505
Review financial plans and provide ongoing service
Core
FNSFPL506
Determine client financial requirements and expectations
Core
FNSINC401
Apply principles of professional practice to work in the financial services industry
Core
BSBCUS501
Manage quality customer service
Elective
BSBINM401
Implement workplace information system
Elective
BSBSMB405
Monitor and manage small business operations
Elective
BSBSUS501
Develop workplace policy and procedures for sustainability
Elective
FNSASIC301
Establish client relationship and analyse needs
Elective
FNSASIC302
Develop, present and negotiate client solutions
Elective
FNSASICQ503
Provide advice in first home saver market linked accounts
Elective
FNSASICU503
Provide advice in superannuation
Elective
FNSASICX503
Provide advice in life insurance
Elective
FNSASICY503
Provide advice in insurance broking
Elective
FNSASICZ503
Provide advice in financial planning
Elective
FNSCUS501
Develop and nurture relationships with clients, other professionals and third party referrers
Elective
FNSCUS502
Monitor client requirements
Elective
FNSCUS503
Review business performance
Elective
FNSCUS505
Determine client requirements and expectations
Elective
FNSCUS506
Record and implement client instructions
Elective
FNSFPL507
Provide financial planning advice
Elective
FNSFPL508
Conduct complex financial planning research
Elective
FNSIAD501
Provide appropriate services, advice and products to clients
Elective
FNSIBK403
Place client insurances with insurer and confirm insurance cover with clients
Elective
FNSIBK406
Deliver professional insurance broking services
Elective
FNSIBK507
Review service performance
Elective
FNSIBK508
Implement changes to broking client's insurance program
Elective
FNSIBK513
Prepare a submission for new business
Elective
FNSIBK515
Monitor broking client requirements and establish loss control programs
Elective
FNSINC501
Conduct product research to support recommendations
Elective
FNSINC503
Identify situations requiring complex ethical decision making
Elective
FNSINC504
Apply ethical frameworks and principles to make and act upon decisions
Elective
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.