Advanced Diploma of Financial Services (Financial Planning)

FNS60404

Increase Your Financial Expertise

Complex financial needs such as estate planning and taxation require a financial planner with advanced knowledge and skills.

This nationally recognised qualification adds depth and credibility to your financial expertise, enabling you to address a greater range of client needs.

Offered by financial services education leader Kaplan Professional, this self-paced course is developed and delivered by industry experts, keeping you up-to-date with the latest trends and practices.

Quick Course Guide
Qualification	Advanced Diploma	Enrolment dates	Enrol anytime - start now!
Study time	Self-paced. Maximum time for course completion: 3 years	Pre-requisites	Diploma of Financial Services (Financial Planning)
Delivery method	Distance education + optional workshops	Course materials	All course materials are provided
Delivered by	Kaplan Professional	Assessment	Assignments + exams

Enhance Your Knowledge to Better Serve Clients

Developed for experienced financial professionals, the Advanced Diploma of Financial Services (Financial Planning) extends your knowledge of financial planning and advisory services, including:

Accumulating wealth
Investment and tax strategies
Estate planning
Writing a statement of advice

You'll increase your knowledge of the critical components of financial planning and advisory services, and gain advanced skills needed to examine more complex financial planning strategies and client scenarios.

Use your qualification to provide a greater level of service to your clients - or as a pathway to further education.

Course Subjects

Taxation Planning
Estate Planning
Investment Planning 2
Financial Plan Construction and Review (FPC)

You will also need to complete a Workplace Skills Assessment in order to receive your qualification. Contact a SEEK Learning consultant to find out more about this skills assessment.

What You'll Learn

Upon completion of this financial planning course, you'll:

understand Australian taxation laws to develop appropriate tax strategies
understand financial planning in relation to estate planning issues
gain detailed exposure to investment concepts
be able to write a comprehensive statement of advice for clients
improve your eligibility towards entering the Certified Financial Planner (CFP) program with the Financial Planning Association of Australia (FPA)

Gain Compliance to Provide Margin Lending Advice

New ASIC requirements stipulate that from 1 July 2011, you will need to complete specific training to provide advice on margin lending facilities.

Kaplan's Margin Lending and Geared Investments program meets the updated ASIC RG146 training requirements and qualifies you to provide such advice.

Complete this 15-hour program together with the Advanced Diploma of Financial Services (Financial Planning) to meet the required RG146 competency.

Contact a SEEK Learning consultant now for more information.

Flexible Course Delivery

Kaplan Professional courses are designed to be flexible, so you can achieve your ideal work / study / life balance.

Self-study Details
Enrol in and start the Advanced Diploma of Financial Services (Financial Planning) anytime. All materials and resources are included. Assignments are to be submitted no later than four months from subject commencement (six months for the FPC subject), while first exams are to be completed within six months of subject commencement.

Optional Focus Sessions (Intensive Workshops)
Complement your self-study with Kaplan's Focus Sessions, which are intensive face-to-face workshops - ideal if you prefer a more structured learning environment. Each subject has two days of workshops, which run continuously throughout the year.

What's Included

Whichever study method you choose, you receive:

All course materials
Online access to Kaplan's Financial Planning Guide - an electronic reference manual
Extra resource materials
'Quick Reference Guide' of facts and figures
Practice exams
Telephone and email support

Benefits of Workshops

Led by industry leaders - benefit from their expertise and insight
Receive valuable assignment preparation guidance
Receive advice on exam techniques
Network with other students

About Kaplan Professional

Globally renowned for high-quality courses, Kaplan Professional has become the leader in financial services education in Australia by bringing together Tribeca Learning and Finsia Education - organisations that are recognised and respected for excellence in education.

Planned and delivered by leading industry practitioners, Kaplan Professional courses are nationally recognised, career-relevant and practical, and endorsed by Finsia.

Find out more about Kaplan Professional.