Diploma of Financial Services (Financial Planning)

The Diploma of Financial Services (Financial Planning) FNS50804 is considered the minimum entry requirement for those new to the financial planning industry or transferring to a position where they are required to  provide advice to retail clients. It is an ASIC requirement that financial planners complete the minimum skills and knowledge components of the Diploma of Financial Services (Financial Planning) before receiving authorisation to provide personal advice in the areas of investment planning, superannuation and insurance with consideration for the client’s needs and risk profile. 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 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

 

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Course Outcome

The Diploma of Financial Services (Financial Planning) course will introduce potential Financial Advisers to the financial planning process and equip you with the technical skills and knowledge required to:

• engage effectively with a broad client base, identify various financial planning needs and risk profiles and the different strategies they require
• provide financial planning advice to meet the objectives of retail clients in the areas of insurance, investment and superannuation

Who Should Enrol?

You should enrol in the Diploma of Financial Services (Financial Planning) if you are:

• wanting to enter or re-enter the financial planning industry and require the minimum qualification to provide advice to retail clients  
• working within the financial services industry (in a non-advice providing capacity) and looking to improve your overall knowledge of the financial planning process, with the view to upgrading your existing skills or transferring to career as a financial adviser

Prerequisite Knowledge

There are no prerequisites for enrolling in the Diploma of Financial Services (Financial Planning), however it is recommended that entrants have a strong grasp of literacy and numeracy, and undertake the first course of the Diploma (DFS 1) prior to commencing any of the subsequent courses (DFS 2-4).

Assessment

Our courses are designed to provide skill-based learning outcomes. Assessment activities for the Diploma of Financial Services (Financial Planning) include short answer responses, practical case studies and the preparation of a comprehensive Statement of Advice (SoA).

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

• 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