finance_courses

Financial Planner Level 2 (Advanced Diploma)

FNS60415

Add depth and credibility to your financial expertise. This means you'll be able to help clients with their complex financial needs, in areas like estate planning and taxation.

Kaplan Financial’s courses are designed and delivered by leaders in the financial services industry, so what you learn is practical, relevant and up-to-date.



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At a glance

Study mode

laptop
Online

Provider

Kaplan Professional – Financial Courses (RTO 90116)
Career Opportunities
Recognition

Nationally recognised - meets Australian Qualifications Framework standards.
Eligible entry point into the Fellow Chartered Financial Practitioner program with the Association of Financial Advisers, and the Certified Financial Planner program with the Financial Planning Association of Australia.

Prerequisites
Location

Online

Course length
Self-paced. Typically 120 hrs per subject. | Maximum time for course completion: 2 years
Study mode

Online


Online

Study from anywhere, when it suits you best and graduate with the identical qualification as an on-campus student.

Blended

Study part of the course online. Combine your online learning with classes or practical sessions on-campus at a college or university.

In-class

Attend classes on-campus at a university, TAFE or college and interact face-to-face with teachers and fellow students.

Assessment
Assignments & exams
Start date

Start anytime.

Provider
Kaplan Professional – Financial Courses (RTO 90116)

Get the best possible start to a career in finance through Kaplan Professional, the preferred education partner of the Financial Services Institute of Australia (FINSIA).

With flexible start dates and study methods, Kaplan allows you start your course at a time that suits you so you can study as little or as much as you like.

Kaplan Education Pty Ltd (RTO 90116) trading as Kaplan Professional

Price

The course price can vary depending on a few factors, including whether you are an Australian resident or your chosen payment option. To find out more, contact the course provider.

What you'll learn

This course was developed for experienced financial professionals. It will extend your knowledge of financial planning and advisory services, including:

  • Tax strategies
  • Estate planning
  • Engaging and building your client base
  • Writing statements of advice for complex client scenarios

Course structure

4 units

Units

  1. DFP5 - Taxation fundamentals


    Taxation Planning provides financial planners with an understanding of the applicable Australian Taxation legislation as well as help them to develop appropriate tax strategies.

    The following topics are covered:

    • Introduction to taxation
    • Features of the Australian taxation system
    • Taxation and Medicare
    • Capital gains tax
    • Deductions offsets and cash flow

    No units of competency are awarded for this subject. Knowledge is required for Advanced Financial Planning (DFP8).

  2. DFP6 - Estate planning


    The Estate Planning subject addresses the financial planning issues involved with planning for the following death.

    The following topics are covered:

    • Estate planning and the planner's role
    • Wills, powers of attorney and guardianship
    • Succession of assets
    • Business succession planing

    No units of competency are awarded for this subject. Knowledge is required for Advanced Financial Planning (DFP8).

  3. DFP7 - Client engagement strategies


    The Client Engagement Strategies subject will provide financial planners with how to provide a client-focussed approach to advice and will assist in the development of the financial planning business.

    The following topics are covered:

    • Fundamentals for engaging clients
    • Improving your skills
    • Developing your professional practice
    • Protecting your practice
    • Planning for success

    Units of competency:
    FNSFPL601A - Provide technical and professional guidance
    FNSPRM601A - Establish, supervise and monitor practice systems to conform with legislation and regulations
    FNSCUS501A - Develop and nurture relationships with clients, other professionals and third party referrers

  4. DFP8 - Advanced financial planning


    The Advanced Financial Planning subjects teaches participants how to write a practical, comprehensive and deliverable statement of advice.

    The following topics are covered:

    • The financial planning process and data collection
    • Identifying client issues
    • Identifying strategies
    • Writing a statement of advice
    • Presenting, implementing and reviewing a plan

    Units of competency:
    FNSFPL508A - Conduct complex financial planning research
    FNSFPL602A - Determine client requirements and expectations for clients with complex needs
    FNSFPL604A - Develop complex and innovative financial planning strategies
    FNSFPL605A - Present and negotiate complex and innovative financial plans
    FNSFPL606A - Implement complex and innovative financial plan
    FNSFPL603A - Provide comprehensive monitoring and ongoing service

If you have not previously completed Securities and Managed Investments you will also need to enrol in this subject.

Support and delivery

Flexible course delivery

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

Kaplan Professional’s online courses can also be referred to as distance education.

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