Monarch Institute
Monarch Institute

Advanced Diploma of Financial Planning

FNS60415

Course description

Duration

duration

2 yrs

Study mode

studyMode

Online

Start date

date

Enrol anytime

  • Further your career in the financial services industry with this Advanced Diploma of Financial Planning (FNS60415)
  • Get certified as a Tax (Financial) Adviser by adding one module
  • Enjoy the flexibility to study when & where it suits you

Course details

Entry requirements

Diploma of Financial Planning (FNS50615)

Location
Online
Start dates
Enrol anytime
Duration
Self-paced. Complete within 2 years
Study mode
Online
Education institution
Monarch Institute (RTO 22530)
Price
The course price can vary depending on a few factors, including your citizenship or whether you have completed any other courses. To find out more, contact the course provider.
Payment options

Have a question or ready to enrol?

Monarch Institute

Advanced Diploma of Financial Planning (FNS60415)

  1. Your enquiry is sent direct to the education institution
  2. We’ll confirm your enquiry has been received
  3. The education institution will respond to your enquiry

Career insights

Explore roles related to this qualification

Course content

15 units

  • FNSFPL508 - Conduct complex financial planning research
  • FNSFPL602 - Determine client requirements and expectations for clients with complex needs
  • FNSFMK502 - Analyse financial market products for client
  • FNSFMK503 - Advise clients on financial risk
  • FNSCUS506 - Record and implement client instructions
  • FNSASICR503 - Provide advice in margin lending
  • FNSINC501 - Conduct product research to support recommendations
  • FNSIAD501 - Provide appropriate services, advice and products to clients
  • FNSCUS505 - Determine client requirements and expectations
  • FNSFPL604 - Develop complex and innovative financial planning strategies
  • FNSFPL605 - Present and negotiate complex and innovative financial plans
  • FNSFPL601 - Provide technical and professional guidance
  • FNSFPL603 - Provide comprehensive monitoring and ongoing service
  • FNSFPL606 - Implement complex and innovative financial plan
  • FNSPRM601 - Establish, supervise and monitor practice systems to conform with legislation and regulations

What you’ll learn

  • Advanced investments and margin lending
  • Estate planning
  • Taxation strategies
  • Social security strategies
  • Preparing statements of advice
  • Comprehensive client scenarios

Recognition

Nationally recognised - meets Australian Qualifications Framework standards.

Nationally Recognised TrainingAustralian Qualifications Framework
Nationally Recognised Qualification

Support and delivery

When you study online with Monarch Institute, you can:

  • Get comprehensive support from industry trainers via email and phone during extensive support hours
  • Complete online course assessments
  • Interact with trainers and fellow students via online platforms and webinars

Have a question or ready to enrol?

Monarch Institute

Send an enquiry direct to Monarch Institute (RTO 22530) about the Advanced Diploma of Financial Planning (FNS60415).

We’ll confirm your enquiry has been received and the education institution will respond to your enquiry.


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