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.

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
Parramatta No info Yes Online
Parramatta No info Yes
Parramatta No info Yes Part time 12 months
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.

Is the information on this page correct? Request update

Request Information
Enquiry form

Related courses
VIC
QLD
SA
WA
NSW
ACT
TAS
NT