Introduction
The Advanced Diploma of Financial Services (Financial Planning)
is an industry recommended pathway developed for currently working
in the Financial Planning and Para-Planning sector who wish to
upgrade their qualifications through assessment only and move into
a more senior role.
Graduate with an Advanced Diploma in Financial Services from
Archer College and watch your career in Financial Planning take
off.
What will I study during this course?
To receive your qualification in Financial Services (Financial
Planning), you must successfully complete 12 units of
competency.
Topics include; conducting complex financial planning research;
providing technical and professional guidance to clients;
developing in-depth financial planning strategies; implementing
multifaceted financial plans; and applying the principles of
professional practice to work in the financial services
industry.
How will this help me in the workforce?
The Advanced Diploma of Financial Services (Financial Planning)
is the standard course for financial planners to become Authorised
Representatives of an Australian Financial Services Licensee and is
a recognised course on the ASIC Training Register. It is a
requirement for RG146 compliance in a variety of areas including
insurance, superannuation and investments, securities and
derivatives.
ASIC policy specifies that those providing advice to retail
clients need to be PS146 compliant. The intention of the Policy
Statement 146 Training of financial product advisers (PS146) is to
ensure all providers of financial product advice are suitably
qualified.
You cannot provide advice to retail clients in any area or on
any products where you do not meet the training standards.
For more information on the Advanced Diploma of Financial
Services (Financial Planning), please click here.
How will I study this course?
This course is delivered by RPL only.
How long will it take to complete the course?
The Advanced Diploma of Financial Services (Financial Planning)
is delivered over 6 months and is designed to enable you to study
at your own pace. Courses commence throughout the year and you are
able to start on the day you enrol.
For a suggested timetable for completing the course click here (full
course pdf).
Can I complete the course faster?
You can start and finish the course at your own pace providing
you meet the assessment requirements for each unit of
competency.
You may also be eligible for Recognition of Prior Learning (RPL)
if you have existing qualifications or skills through previous work
or study experience.
By providing evidence of competency for some of the units of
competency, you may not have to undertake these and be able to
complete your course sooner.
To find out if you qualify for RPL and what's involved; speak with a learning
consultant today.
Price A$990.00 Full Course
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