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Offering Info

Diploma of Financial Planning

  • National Course Code: FNS50615
  • TAFE NSW code: FNS50615R2-01V01-19ONL-008

Location – TAFE Digital

Study Type

Online

Course Start Date

01 Aug 2019

Hours Per Week

17.5

Duration

1 Year

  • Nationally Recognised Training
  • This training is subsidised by the NSW Government
  • VET Student Loans Available

Course Details

This qualification is for financial planners who provide a range of standard financial planning services and individuals providing specialist para-planning services. Individuals in these roles require well-developed skills and a broad knowledge base of the financial planning sector and the ASIC regulatory framework. Individuals in these roles have autonomy in performing technical operations, apply solutions to a range of often complex problems, and analyse and evaluate information from a variety of sources. They apply initiative to plan, coordinate and evaluate their own work and provide guidance to others.

Licensing/Regulatory Information
Work functions in the occupational areas where this qualification may be used are subject to regulatory requirements. Refer to the FNS Implementation Guide Companion Volume or the relevant regulator for specific guidance on requirements.

Depending on your previous qualifications and experience, your fee may be less than the maximum fee quoted. Your actual fee will be calculated and confirmed during the enrolment process.
This course is approved for a Commonwealth VET Student Loan. If you meet the eligibility requirements, you are able to apply to the Commonwealth for a loan to cover all or part of your course fee. We will ask you whether you would like to apply for a VET Student Loan when you enrol and advise you of the process.

SMART AND SKILLED FEES

Depending on your previous qualifications and experience, your fee may be less than the maximum fee quoted. Your actual fee and eligibility for concession/exemption will be calculated and confirmed during the enrolment process.

For further information about eligibility and explanations of the different fee categories, visit https://smartandskilled.nsw.gov.au/are-you-eligible.

PAYMENT OPTIONS AND ASSISTANCE

This course is approved for a Commonwealth VET Student Loan (VSL). If you meet the VSL eligibility and academic suitability requirements, you are able to apply to the Commonwealth for a loan to cover all or part of your course fee. We will ask you whether you would like to apply for a VET Student Loan when you enrol and advise you of the process.

Find out more about VET Student Loans at: https://www.tafensw.edu.au/vet-student-loans

Direct payment by Unit of Study instalments is available for this course.

The Units of Study and associated fees for this course are detailed below. Fees are charged on the census day for each unit of study. To secure a loan for part or all of your course, you must be eligible and submit a valid application to the Commonwealth for a VET Student Loan. You may withdraw prior to the census date without incurring a fee.

Find out about recognition: https://www.tafensw.edu.au/enrol/recognition-credit-transfers

Fees: https://www.tafensw.edu.au/enrol/fees

Payment - funding: https://www.tafensw.edu.au/enrol/payment-funding

Incidental Cost
  • Student Association - $20.00
Code Name Start Date End Date Census Date Amount
19MBK01118 UOS 1 VSL-FNS50615-19ONL-008 01 Aug 2019 01 Nov 2019 02 Sep 2019 $1,015.00
19MBK01121 UOS 2 VSL-FNS50615-19ONL-008 04 Nov 2019 31 Jan 2020 02 Dec 2019 $1,015.00
20MBK00180 UOS 3 VSL-FNS50615-19ONL-008 03 Feb 2020 01 May 2020 02 Mar 2020 $1,015.00
20MBK00182 UOS 4 VSL-FNS50615-19ONL-008 04 May 2020 31 Jul 2020 01 Jun 2020 $1,015.00
Number Title
BSBITU402 Develop and use complex spreadsheets
FNSASICX503 Provide advice in life insurance
FNSASICZ503 Provide advice in financial planning
FNSCUS505 Determine client requirements and expectations
FNSCUS506 Record and implement client instructions
FNSFPL501 Comply with financial planning practice ethical and operational guidelines and regulations
FNSFPL502 Conduct financial planning analysis and research
FNSFPL503 Develop and prepare financial plan
FNSFPL504 Implement financial plan
FNSFPL505 Review financial plans and provide ongoing service
FNSFPL506 Determine client financial requirements and expectations
FNSFPL508 Conduct complex financial planning research
FNSIAD501 Provide appropriate services, advice and products to clients
FNSINC401 Apply principles of professional practice to work in the financial services industry
FNSINC501 Conduct product research to support recommendations
There are no entry requirements for this qualification.
MORE ABOUT THIS COURSE

Did you know as a TAFE NSW student you have unlimited access to Lynda.com which is an online library of video courses in software, design, technology, communication, learning and business. These skills can help you to achieve your study goals. Visit the Student Portal to get started.
Students will study online and will be provided their learning materials via our learning platform. Please allow 5 business days from payment for access to your materials.
To apply for this course you must meet the Smart and Skilled eligibility criteria: https://smartandskilled.nsw.gov.au/are-you-eligible

GET YOUR UNIQUE STUDENT IDENTIFIER (USI)

Before you enrol you must have a Unique Student Identifier (USI). Visit http://www.usi.gov.au/students/create-your-usi to request a USI.

Find out more about applying and enrolling: https://www.tafensw.edu.au/enrol/applying-enrolling

Whether you're a school leaver, an aspiring apprentice, looking to kickstart a career, or you're upskilling, reskilling, or re-training, there's a TAFE NSW course to give you the skills you need for the job you want.

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Course Location

TAFE DIGITAL
Phone 131 601

Fees information

We understand that many students are confused by different fees for similar courses, and want to reassure you that studying with TAFE NSW won't damage your hip pocket.

Learn more about Fees information.

Payment options and assistance

Explore payment methods, pay by instalment, scholarships and VET Student Loans.

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Course Information

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