finance_courses

Financial Planner Level 1 (Diploma)

FNS50615

  • RG146 compliance – qualifies you to work as a Financial Planner
  • Delivered by Kaplan Professional, the leading education provider for the financial services industry
  • Self-paced – you can get a Financial Planner Level 1 (Diploma) (FNS50615) in as little as 12 weeks (maximum time to complete is 2 years)

Have a question or ready to enrol?

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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.
Meets requirements to achieve RG146 compliance in Financial Planning, Superannuation and Life Insurance.

Prerequisites

None

Location

Online

Course length
Self-paced. Typically 60-120 hrs per subject. | Maximum time for course completion: 2 years
Study mode

Online

Assessment
Assignments & exams
Start date

Start anytime. 

Contact us about enrolling.
Provider
Kaplan Professional – Financial Courses (RTO 90116)
Payment options

12-month interest free payment planTerms & conditions apply

Upfront payment

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Price
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Prerequisites

There are no entry requirements for this course. You can enrol no matter what level of education or work experience you have.

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:

  • Design recommendations on insurance policies
  • Strategically plan superannuation and retirement
  • Design recommendations on the most common investment products

In addition, you'll attain RG146 accreditation in:

  • Generic knowledge
  • Financial planning
  • Insurance (general and life)
  • Superannuation
  • Securities
  • Managed investments

Course structure

4 units

Units

  1. DFP1 - Financial planning fundamentals

  2. DFP2 - Insurance & risk protection

  3. DFP3 - Superannuation & retirement planning

  4. DFP4 - Securities & managed investments

Support and delivery

Compliance and a career advantage

The Financial Planner Level 1 (Diploma) (FNS50615) 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).

Payment options

There are 2 ways you can pay for this course:

1. 12-month interest free payment plan

Pay for your course over time by making weekly, fortnightly or monthly repayments.

This flexible payment plan requires no deposit, and you pay no interest for the first 12 months.

2. Upfront payment

You can pay for this course upfront via credit card or bank transfer.

To understand more about payment options or find out if you’re eligible for a funding entitlement, contact a SEEK Learning Consultant.

Have a question or ready to enrol?

Our Learning Consultants can:
  • icon enquiry 1Answer any questions about a course
  • icon enquiry 2Give advice on job outcomes
  • icon enquiry 3Explain finance options and help you enrol
Document icon and receive a free course guide

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