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Diploma of Financial Planning - FNS50615

Sydney Institute of Interpreting & Translating

Type of institution: Registered Training Organisation
Level: Pre-degree
CRICOS: 03069K

This qualification 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. 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

  • 15 units: 9 core
  • 6 elective

Subjects

  • Provide advice in insurance broking
  • Comply with financial planning practice ethical and operational guidelines and regulations
  • Place client insurances with insurer and confirm insurance cover with clients
  • Provide advice in superannuation
  • Provide advice in life insurance
  • Manage quality customer service
  • Establish client relationship and analyse needs
  • Determine client financial requirements and expectations
  • Review financial plans and provide ongoing service
  • Determine client requirements and expectations
  • Provide advice in financial planning
  • Review business performance
  • Implement workplace information system
  • Develop and nurture relationships with clients, other professionals and third party referrers
  • Monitor client requirements
  • Review service performance
  • Develop workplace policy and procedures for sustainability
  • Develop and use complex spreadsheets
  • 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
  • Develop, present and negotiate client solutions
  • Conduct financial planning analysis and research
  • Develop and prepare financial plan
  • Implement financial plan
  • Provide financial planning advice
  • Record and implement client instructions
  • Conduct product research to support recommendations
  • Apply principles of professional practice to work in the financial services industry
  • Monitor broking client requirements and establish loss control programs

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