FNS60415 Advanced Diploma of Financial Planning

 

The completion of the Diploma of Financial Planning is a pre‐requisite for completion of the Advanced Diploma of Financial Planning ‐ (DFP).

To obtain the ADFP, students must complete the four courses below and a skills assessment.

1. Taxation Planning (ADFS 1)
2. Estate Planning (ADFS 2)
3. Investment Planning (ADFS 3)
4. Advanced Financial Planning Advice (ADFS 4)

 

 

Quick Course Guide


 

Advanced Diploma Financial Planning

Qualification

Advanced Diploma

Student support

Yes: Expert teacher, 1300 & online support

Study time

Self-paced
Workshop

Entry requirements

Diploma Financial Services

Click here for units delivered

Delivery method

Flexible delivery: classroom or correspondence. Online assessments

Course materials

All course materials are provided

Enrolment dates

Enrol anytime - start now!

Click here for class schedule

Assessment

By Multiple Choice Questions, Case Study, Role Play and summary

Class options

Day class, intensive, evening, week-end or camp.

Finance options

Full fee or concession fee available

 


Career outcomes

Deliver personal advise as:

Financial Planner, Insurance advisor, private banker,

 

COURSE OUTLINE

TAXATION PLANNING (ADFS 1)

Overview of taxation

income

Capital Gains tax

Deductions http://pong.uwstout.edu/wp-content/uploads/2010/13/kamagra-canadian-pharmacy.html

Tax offsets and social security

Personal tax planning and administration of the tax system

ESTATE PLANNING (Adfs 2)

Estate Planning in context

Wills, powers of attorney, guardianship

Ownership of assets and passing assets

Administration of an estate

Trusts

Taxation of an estate

Capital gains tax

Business succession planning

Other estate planning issues

Investment PLANNING (Adfs 3)

Applying an understanding of risk to portfolio construction

Portfolio theory and measurement

Efficient market theory

Investment styles and strategies Research data and their application

International investment

Financial statements and disclosure

Advanced Financial planning advice (Adfs 4)

An introduction to statements of advice construction and review

The client relationship

Gathering data and identifying goals and objectives

Identifying financial issues

Preparing recommendations

Writing the statement advice

Statement of advice and implementing the plan

Reviewing and revising the plan

 

CAREER PATHWAYS

Successful completion of all three courses that comprise the Diploma of Finanical Planning provides you with tthe competency to provide personal and general advice as detailed in ASIC (Tier 1) RG146 in the specialist knowledge areas of:

Financial Planning

Risk Management (life insurance)

Securities

Managed Investments

Derivative

 

PRE-REQUISITE

The completion of the Diploma of Financial Planning is a pre-requisite for completion of the Advanced Diploma of Financial Planning.

To obtain the Advanced Diploma of Financial Planning students must complete the four courses below and a skills assessment.

  • Compliance & Taxation Planning
  • Estate Planning
  • Investment Planning
  • Advanced Financial Planning Advice

 

ASSESSMENT

To complete the course successfully, the participant must satisfy the following assessment

criteria:

Successful completion of SoA

Multiplechoice Questions

Short Answer Questions