Advanced Diploma of Financial Planning

AAMC Training Group Pty Ltd

This qualification is part of the Financial Services Training Package. It is for financial planners who provide a comprehensive range of financial planning services across a variety of product environments, including those involving complex issues and/or innovative strategies. Individuals in these roles require well-developed skills and a broad knowledge base of the financial planning sector and the ASIC regulatory framework. At this level individuals are expected to apply specialist skills and knowledge in a range of situations to deal with complex situations and issues. They work across a broad range of technical or management functions with accountability for personal outputs and for team outcomes.

Entry Requirements:

Core units from the Diploma of Financial Planning; or equivalent plus the unit: Provide advice in financial planning. Prerequisite units also apply for some electives.

Structure:

11 units: 8 core; 3 elective

Subjects you can Study:

Core: Provide advice in financial planning; Conduct financial planning analysis and research; Comply with financial planning practice ethical and operational guidelines and regulations; Implement financial plan; Develop and prepare financial plan; Review financial plans and provide ongoing service; Determine client requirements and expectations; Apply principles of professional practice to work in the financial services industry. Electives: Manage knowledge and information; Record and implement client instructions; Place client insurances with insurers and confirm insurance cover with clients; plus more.

Related Careers:

Financial Planner,
Campus ATAR/OP Mid Year Intake Study Mode Duration
Balcatta No info Yes Online
Balcatta No info Yes
Balcatta No info Yes Part time
Balcatta No info Yes
Parramatta No info Yes Online
Parramatta No info Yes
Parramatta No info Yes Part time
Parramatta No info Yes
Head Office No info Yes Online
Head Office No info Yes
Head Office No info Yes Part time
Head Office No info Yes
VIC Public Training - Karsten' No info Yes Online
VIC Public Training - Karsten' No info Yes
VIC Public Training - Karsten' No info Yes Part time
VIC Public Training - Karsten' No info Yes
Established in 2001, AAMC Training Group Pty Ltd is a Registered Training Organisation that offers courses and qualifications in business, finance broking, financial planning, insurance broking, professional development, sales, marketing. Training is conducted via flexible delivery, which includes e-learning, face to face, work place training and correspondence. While the provider attempts to maintain the course numbers at a maximum level of 5 for certification courses in a face to face class room environment, they do deliver to unlimited numbers for continual professional development courses.

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