Diploma of Financial

Planning (DFP)​

Financial advice has the power to transform lives. As an adviser, you can help protect families, grow wealth, and give people the retirement they deserve. Now’s the time to step up and learn how to provide the advice that people need to get ahead financially.

The FNS50615 Diploma of Financial Planning is a nationally recognised qualification under the Australian Qualifications Framework (AQF).  The Diploma offers the skills and knowledge required to provide advice on financial products and services as set out in Regulatory Guideline 146 (RG146) and issued by the Australian Securities and Investments Commission (ASIC).


The Diploma of Financial Planning (FNS50615) is widely considered the 'minimum entry requirement' for students entering the financial services industry or transferring to a position where they are required to provide advice to retail clients. 

OVERVIEW.

Who should Enrol

  • wanting to enter or re-enter the financial services industry and require the minimum qualification to provide advice to retail clients

 

  • working within the financial services industry (in a non-advice providing capacity) and looking to improve your overall knowledge of the financial planning process, with the view to upgrading your existing skills or transferring to career as a financial adviser

Course Entry Requirement

This is an open entry course with no pre-requisite qualifications. In order for participants to successfully complete this course, it is recommended they have a strong grasp of literacy and numeracy.

Assessment

We have designed our assessment activities in line with best practice standards to help you deliver quality advice outcomes to your clients.

 

  • Multiple choice knowledge test for each part.

  • Short answer responses to a practical case study.

  • Skills assessment, telephone based personal advice role play.

The FNS50615 Diploma of Financial Planning provides various employment opportunities such as:

JOB
OUTCOME