Learning

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

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 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.

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 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 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 (54 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 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.

Contact ASFA Learning

CPD Points

29 CPD Points

Pricing (GST exempt)

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

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