FNS50615 Diploma of Financial Planning
Benefit from the combined strength of the leading industry association and a globally renowned academic institution
Why complete the course?
The ASFA-RMIT FNS50615 Diploma of Financial Planning is ideal for anyone wanting to enhance their knowledge of financial planning, client services, financial services, and compliance advisory services as you prepare for a career in financial services.
Diploma of Financial Planning enrolment form
Is this course right for you?
This course covers a wide variety of knowledge areas and is specifically designed for those working within the superannuation industry and their particular needs.
In addition to the expertise provided by ASFA and RMIT, the program advisory committee includes senior executives from major financial services corporations and professional bodies. The committee provides input and feedback on the design of banking and financial planning programs at RMIT.
What you’ll learn about
The ASFA-RMIT FNS50615 Diploma of Financial Planning has been developed for the super industry. It covers the following RG146 tier 1 compliance requirements (also known as knowledge areas):
- Generic knowledge and skill
- Life insurance
- Financial planning
- Managed investments
You will also learn about developing financial skills in client communication, product research, identifying client needs and developing investment strategies.
How you’ll be assessed
- Online multiple choice assessment
- Short answer assessment and case studies
- Phone-based role play
- Produce a Statement of Advice
What you’ll gain
On completion of ASFA’s RG 146 Superannuation and Personal Advice: Skills Program, ASFA will issue a nationally recognised Statement of Attainment for the units associated with these programs. On completion of the remaining units through RMIT, RMIT will issue a testamur awarding you the FNS50615 Diploma of Financial Planning, a nationally recognised qualification.
How you can learn
The FNS50615 Diploma of Financial Planning will be delivered online in partnership with RMIT.
Stream A: Enrol in the full Diploma of Financial Planning
This will be delivered in in three clusters.
ASFA will deliver the following programs (covering 5 units of competency) online across 18 weeks in Cluster 1:
- RG 146 Superannuation
- Personal Advice: Skills Program
RMIT will deliver the remainder of the qualification (12 units of competency) in two clusters. Students will have 18 weeks to complete each cluster.
- Overview of financial services
- Manage client relationships
- Conduct research analysis
- Financial planning skills
- Financial Planning
- Provide managed investment advice
- Conduct complex financial planning research
Total duration of qualification: 12 months (52 weeks)
If you have already completed RG 146 Superannuation or Personal Advice: Skills Program through ASFA, you will be eligible to receive credit for this training and the units of competency achieved. You can then enrol directly into the FNS50615 Diploma of Financial Planning with RMIT to fast track your studies. Please note that you will still need to complete Cluster 2 and Cluster 3 listed above with RMIT. Please contact an ASFA Student Adviser to confirm if you are eligible for a credit transfer.
The following units will be issued upon successful completion of all course requirements:
|BSBITU402 Develop and use complex spreadsheets
|FNSASICT503 Provide advice in managed investments
|FNSASICU503 Provide advice in Superannuation
|FNSASICX503 Provide advice in Life Insurance
|FNSASICZ503 Provide advice in Financial Planning
|FNSCUS505 Determine client requirements and expectations
|FNSCUS506 Record and implement client instructions*
|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*
|FNSFPL508 Conduct complex financial planning research
|FNSIAD501 Provide appropriate services, advice and products to clients*
|FNSINC401 Apply principles of professional practice to work in the financial services industry*
|FNSINC501 Conduct product research to support recommendations*
*ASFA will issue a Statement of Attainment for 5 x units of competency on successful completion of RG 146 Superannuation and Personal Advice: Skills Program. This will be accepted as a Credit Transfer by RMIT and will be included in the testamur they issue on successful completion of the remaining units for the full FNS50615 Diploma of Financial Planning qualification.
Contact ASFA Learning
Pricing (GST exempt)
|Flexible online (stream A)
|Flexible online (stream B)
29 Continuing Professional Development (CPD) points for members of ASFA’s Professional Accreditation Program.