Advanced Diploma of Financial Services (Financial Planning)

The Advanced Diploma of Financial Services (Financial Planning) FNS60404 is fast becoming the default qualification for the financial planning industry. Most leading Australian Dealer Groups recognise that advisers holding the Advanced Diploma are equipped with the skills and knowledge to provide personal advice for retail clients with complex needs, such as estate planning, taxation and sophisticated investment planning.

Graduates of the Advanced Diploma of Financial Services (Financial Planning) FNS60404 course will receive 52 AFA CPD points 34.75 FPA CPD points on completion.

Focused on your Success

We recognise that employers are increasingly looking for candidates who are aware of the challenges of being a successful financial adviser.

Often a candidate’s Qualification is the only evidence that they possess the technical knowledge and skills requirements to conduct themselves professionally as an authorised representative. Unfortunately, this can not be said for all training providers.

With a Training Australia Advanced Diploma of Financial Services (Financial Planning) qualification you have confidence in the fact that you will be equipped with the skills and knowledge gained from a credible industry-endorsed program that employs best practice assessment standards, helping you graduate at the leading edge of your chosen field.

“RG146 Training Australia simply makes our lives easier. Their professional problem-solving approach allows us to focus on other parts of the business; safe in the knowledge that RG146 graduates have what is takes to provide our clients with sound and accurate advice.” Charles Cavallaro, Professional Development Coordinator, Asgard, Securitor, St George

Course Outcome

The Advanced Diploma of Financial Services (Financial Planning) extends the skills and knowledge advisers have gained from the Diploma of Financial Services (Financial Planning) to enable Financial Planners to:

• provide financial planning advice to meet the objectives of retail clients with complex needs
• develop a range of strategies in order to deliver a comprehensive financial plan

Who Should Enrol?

You should enrol if you are:

• seeking advanced technical and specialist knowledge, tailored to the needs of the financial  planning industry, in line with best practice
• interested in upgrading your qualifications to build on your valuable experience in the financial services industry
• have completed the Diploma of Financial Services (Financial Planning)

Prerequisite Knowledge

It is recommended that you complete the Diploma of Financial Services (Financial Planning) subjects before enrolling in the Advanced Diploma of Financial Services (Financial Planning). The recommended knowledge requirements for the Advanced subjects must be initially satisfied at the Diploma level.

Assessment

Our courses are designed to provide skill-based learning outcomes.   Assessment activities for the Advanced Diploma of Financial Services (Financial Planning)  include multiple choice questions, short answer assignments, and the development of a Statement of Advice.

Course Outline

ADFS1 - Taxation

ADFS2 - Estate Planning

ADFS3 - Advanced Investment Planning

ADFS4 - Financial Planning

CPA Exclusive Discount

By special arrangement with RG146, CPA Members are entitled to a 5% discount on the price if this course.

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Download Enrolment Form

• Call 1300 306 146 to speak to one of our trained consultants, or
• Download an enrolment form