DIPLOMA
OF

FINANCIAL
PLANNING

VET FEE HELP

COURSE PROFILE: FNS50611

DURATION: 6 Months
COLLEGE: AIPE
RTO No.: 91437
This course will allow students to develop the knowledge
and skills required to work in the nancial services
industry. Students will be able to design recommenda ons
on insurance policies, strategically plan superannua on
and re rement, as well as design recommenda ons on
common investment products.

On successful comple on of this course,

a student should be able to perform the du es of:
Financial Planner
Securi es and Managed Investments

Subjects
Subject

Code

Unit of Competency

Mee ng Customers
Expecta ons

FNSFPL506A
FNSCUS506A

Determine client requirements and expecta ons

Record and implement client instruc ons

FNSFPL501A
FNSINC401A

Comply with nancial planning prac ce ethical and opera onalguidelines

and regula ons
Apply principles of professional prac ce to work in the nancials services industry

FNSFPL503A
FNSFPL504A

Develop and prepare nancial plan

Implement nancial plan

BSBITU402A

Develop and use complex spreadsheets

Research and Analyse

Financial Plan

FNSINC501A
FNSFPL502A

Conduct product research to support recommenda ons

Conduct nancial planning analysis and research

Insurance, Risk and

Superannua on

FNSASICU503A
FNSASICX503A

Provide advice in superannua on

Provide advice in life insurance

Product and Advice

FNSIAD501A

Provide appropriate services, advice and products to clients

Investment Lending

FNSASICT503A

Provide advice in managed investments

Implement and Review

Financial Plan

FNSASICZ503A
FNSFPL505A

Provide advice in nancial planning

Review nancial plans and provide ongoing service

Compliance &
Professionalism
Prepare Financial Plan

Please note: the table represents sample units of competency and order of delivery. While the core subjects will always be delivered for this qualica on,
the elec ves are subject to change as per the Training Package guidelines and the order of delivery may vary.

Australia

1300 66 00 65

www.onlinestudypathway.com.au
Fax: 1300 98 37 95
Email: info@onlinestudypathway.com.au
Address: Suite 6 / 96-98 Wigram Street Harris Park, NSW 2150
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