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ASFA Learning

ASFA Learning Product Brochure 2011

ASFA Learning Brochure

Nationally Recognised Training

Diploma of Financial Planning

Getting you to work – from the first subject

ASFA’s Diploma of Financial Planning has been designed to give trainee financial planners and advisers the most relevant tools and materials available to prepare for work in the financial advice industry.

Developed in consultation with some of Australia’s largest financial planning groups and superannuation fund advice providers, the Diploma of Financial Planning brings you closer to the real-world of financial advice than any other entry-level qualification, setting you on a pathway to your first role providing financial advice. From there, you can get the experience you need to prepare for higher qualifications such as Master of Financial Planning or CFP® and move to more senior roles.

Real tools for adviser success

In ASFA’s DFP, you will learn the three crucial skillsets of successful financial advisers:

  • technical know-how;
  • people skills; and
  • compliance knowledge.

Without all three skills, the result could be sub-optimal advice or client experience. But together, they combine to produce client engagement – the best client experience, optimal advice outcomes and long-lasting adviser-client relationships.

skillsets of successful financial advisers

First-rate technical skills for every advice role

The course includes financial modelling and analytical skills to help you give optimal, tailored advice to clients with more complex needs. It also prepares advisers for every advice delivery setting:

  • general and personal advice
  • scoped or comprehensive advice
  • super funds, institutional advisers or independent financial planners.

Structured to help you progress

The course is structured to prepare you for entry-level roles from the first subject, progressing to higher-level knowledge and skills as you move through the qualification.

Qualifications Map
Core subjects Study mode Availability
ASFA Advice 1: Scoping, Compliance and Super Flexible Enrol at any time
ASFA Advice 2: Risk Strategies for Life Flexible Available early 2012 *
ASFA Advice 3: Building Wealth for Clients Flexible Available early 2012 *
ASFA Advice 4: Financial Planning for Engagement and Retention Flexible Available early 2012 *
ASFA Advice: Personal Advice Skills Assessment Flexible Available early 2012 *

* Please note that some of the new DFP subjects will become available from late January 2012 onwards. For more information, please contact a Student Adviser on 02 9264 9300.

To be awarded your DFP, you must complete ASFA Advice 1-4 and an ASFA Advice: Personal Advice Skills Assessment, which includes multimedia tools on client communication and building trust to prepare you for face-to-face client interaction.

Important information for students that have partially completed the Diploma of Financial Planning.

In most circumstances, the changes to the structure of this qualification shouldn’t affect your study. Click here to see how the subjects you have completed are credited towards the new ASFA Advice subjects.

If you have any further questions, please don’t hesitate to contact a student adviser on 02 9264 9300.