Learning

ASFA Learning is a leading provider of superannuation courses and learning solutions.

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
  • Superannuation
  • 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

ASFA Statement of Attainment for the units completed under RG146 Superannuation and Personal Advice Skills. RMIT will issue a testamur awarding you the FNS50615 Diploma of Financial Planning, a nationally recognised qualification.

Nationally Recognised Training (NRT)

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 6 units of competency) online across 18 weeks in Cluster 1:

  • RG 146 Superannuation
  • Personal Advice Skills

RMIT will deliver the remainder of the qualification (11 units of competency) in two clusters. Students will have 18 weeks to complete each cluster.

Cluster 2:

  • Overview of financial services
  • Manage client relationships
  • Conduct research analysis

Cluster 3:

  • Financial planning skills
  • Financial Planning
  • Provide managed investment advice
  • Conduct complex financial planning research

Total duration of qualification: 12 months (52 weeks)

Stream B

If you have already completed the Diploma of Superannuation or RG 146 Superannuation delivered by ASFA, you will be eligible to receive credit for this training (for cluster 1). You can enrol into Stream B of the FNS50615 Diploma of Financial Planning to fast track your studies. 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:

Units
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 the following units of competency at the time they complete RG146 and PAS. This will be accepted as a Credit Transfer by RMIT and will be included in their testamur.

Contact ASFA Learning

Pricing (GST exempt)

  Member Non-member
Flexible online (stream A) $2,500 $3,000
Flexible online (stream B) $1,850 $2,220

CPD Points

29 Points

Delivery partner