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Advanced Diploma of Financial Planning - FNS60415

International Institute of Technology Pty Ltd

Type of institution: Registered Training Organisation
Level: Pre-degree
CRICOS:

This qualification 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.Licensing/Regulatory Information Work functions in the occupational areas where this qualification may be used are subject to regulatory requirements. Refer to the FNS Implementation Guide Companion Volume or the relevant regulator for specific guidance on requirements.

Structure

  • 11 units: 8 core
  • 3 elective

Subjects

  • Provide advice in insurance broking
  • Provide advice in derivatives
  • Grow the practice
  • Provide technical and professional guidance
  • Place client insurances with insurer and confirm insurance cover with clients
  • Provide advice in superannuation
  • Provide advice in margin lending
  • Provide advice in life insurance
  • Establish, supervise and monitor practice systems to conform with legislation and regulations
  • Determine client requirements and expectations for clients with complex needs
  • Develop and implement a business plan
  • Determine client requirements and expectations
  • Manage knowledge and information
  • Advise clients on financial risk
  • Improve the practice
  • Implement complex and innovative financial plans
  • Provide advice in securities
  • Review service performance
  • Develop workplace policy and procedures for sustainability
  • Provide advice in foreign exchange
  • Analyse financial market products for client
  • Present and negotiate complex and innovative financial plans
  • Provide leadership across the organisation
  • Provide appropriate services, advice and products to clients
  • Monitor and manage small business operations
  • Provide advice in first home saver market linked accounts
  • Implement changes to broking client's insurance program
  • Conduct complex financial planning research
  • Provide comprehensive monitoring and ongoing service
  • Record and implement client instructions
  • Provide advice in managed investments
  • Conduct product research to support recommendations
  • Build and sustain an innovative work environment
  • Monitor broking client requirements and establish loss control programs
  • Develop complex and innovative financial planning strategies

Standard entry requirements

The entry requirement for this qualification is completion of the following units of competency, from the core of the Diploma in Financial Planning or their equivalent from a previous version of the FNS Training Package. These are:FNSASICZ503*\tProvide advice in financial planningFNSFPL501\tComply with financial planning practice ethical and operational guidelines and regulationsFNSFPL502\tConduct financial planning analysis and researchFNSFPL503\tDevelop and prepare financial planFNSFPL504\tImplement financial planFNSFPL505\tReview financial plans and provide ongoing serviceFNSFPL506\tDetermine client financial requirements and expectationsFNSINC401\tApply principles of professional practice to work in the financial services industryThe entry requirement can be met by evidence of equivalent competency to the above units through recognition of prior learning (RPL).

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