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 range of standard financial planning services and individuals providing specialist para-planning services. Individuals in these roles require well-developed skills and a broad knowledge base of the financial planning sector and the ASIC regulatory framework. Individuals in these roles have autonomy in performing technical operations, apply solutions to a range of often complex problems, and analyse and evaluate information from a variety of sources. They apply initiative to plan, coordinate and evaluate their own work and provide guidance to others.

Course Fee:

$1,197.00

Entry Requirements:

No minimum education. Prerequisite units apply to the following: Provide advice in financial planning; Provide advice in first home saver market linked accounts; Provide advice in superannuation; Provide advice in life insurance and Provide advice in insurance broking.

Structure:

21 units: 9 core; 12 elective

Subjects you can Study:

Core: Develop and use complex spreadsheets; Provide advice in financial planning; Comply with financial planning practice ethical and operational guidelines and regulations; Conduct financial planning analysis and research; Develop and prepare financial plan; plus more. Electives: Manage quality customer service; Provide advice in first home saver market linked accounts; Provide advice in superannuation; Provide advice in life insurance; Provide advice in insurance broking; Conduct complex financial planning research; plus more.

Related Careers:

Financial Planner,
Campus ATAR/OP Mid Year Intake Study Mode Duration
Darwin No info Yes Online
Darwin No info Yes
Darwin No info Yes Part time
Hobart No info Yes Online
Hobart No info Yes
Hobart No info Yes Part time
Calwell No info Yes Online
Calwell No info Yes
Calwell No info Yes Part time
Balcatta No info Yes Online
Balcatta No info Yes
Balcatta No info Yes Part time
Balcatta No info Yes
Goodwood No info Yes Online
Goodwood No info Yes
Goodwood No info Yes Part time
Richmond No info Yes Online
Richmond No info Yes
Richmond No info Yes Part time
Sandgate No info Yes Online
Sandgate No info Yes
Sandgate No info Yes Part time
Parramatta No info Yes Online
Parramatta No info Yes
Parramatta No info Yes Part time
Established in 2001, AAMC Training Group Pty Ltd is a Registered Training Organisation that offers courses and qualifications in business, real estate, risk management, finance broking, financial planning, insurance broking, professional development, sales, marketing, WH&S and workplace training and assessment. 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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