Diploma of Financial Services (Financial Planning)

FNS50804

Start a Career in Financial Planning

To start a career in the finance industry, and to provide sound financial advice to clients, you need a qualification that validates your understanding of financial planning fundamentals and offers RG146 compliance - exactly what this diploma delivers.

Study at your own pace towards this nationally recognised, Finsia-endorsed diploma from Kaplan Professional, the leader in financial services education.

Quick Course Guide
Qualification	Diploma (offering RG146 compliance)	Enrolment dates	Enrol anytime - start now!
Study time	Self-paced (typically 60 hours per subject). Maximum time for course completion: 3 years	Pre-requisites	None
Delivery method	Distance education + optional workshops	Course materials	All course materials are provided
Delivered by	Kaplan Professional	Assessment	Assignments + exams

Gain RG146 (PS146) Compliance and a Career Advantage

The Diploma of Financial Services (Financial Planning) meets the requirements of the Australian Securities and Investments Commission (ASIC) and is recognised throughout Australia.

With this diploma, you'll be qualified to provide financial planning advice in accordance with ASIC's Regulatory Guide 146 (RG146) - formerly known as Policy Statement 146 (PS146).

This course is accredited as a vocational education qualification within the Australian Qualifications Framework (AQF), and is endorsed by the Financial Services Institute of Australia (Finsia), the leading professional body in the financial services industry.

Course Subjects

Foundations of Financial Planning
Investment Planning
Risk Management
Superannuation and Retirement Planning

What You'll Learn

As a graduate of this course, you'll have the fundamental knowledge required to work in the financial services industry. You'll also be able to:

evaluate investment options in Australia
design recommendations on insurance policies
strategically plan superannuation and retirement

In addition, you'll attain RG146 accreditation in:

generic knowledge
financial planning
insurance (general and life)
managed investments
securities
derivatives
superannuation

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 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 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, 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 Professional'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.