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 39 CPD points (13 points each for ADFS 1, ADFS 2 and ADFS 4) when completed by attending workshops and/or distance education including assessments and assignments. Download Brochure »

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 RG 146 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

 

Can't see this banner? Get Flash

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 short answer responses and practical case studies.

Course Outline

Career Pathway Program

Being a quality educator in the financial services industry, we recognise the important contribution that industry peers can make in your ongoing professional development. To help our students access the right resources and expertise to maximise their potential in the financial services industry, RG146 Training Australia has teamed up with Australia’s leading industry bodies to design a comprehensive suite of career-building tools for Diploma of Financial Services (Financial Planning) and Advanced Diploma of Financial Services (Financial Planning) students, called the ‘Career Pathway Program’

Benefits include:

1. developing your skills and knowledge with 12-month FREE professional development subscription, valued at $360
2. guaranteed acceptance into the profession with FREE association membership;
3. job networking opportunities held nationally with prospective employers;
4. support from a real community of ‘Career Leaders’ who are there to assist your success
5. Keep updated with industry news and events

If you’re looking to transition into or advance your existing financial services career, this is an opportunity you can’t afford to miss. If you enrol into the full Diploma of Financial Services (Financial Planning) or Advanced Diploma of Financial Services (Financial Planning) courses, the Career Pathway Program is FREE.

Course Pricing

• Advanced Diploma of Financial Services (Financial Planning)

Enrol Now

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