Monarch Institute
Monarch Institute

Diploma of Financial Planning

FNS50615

Course description

Duration

duration

2 yrs

Study mode

studyMode

Online

Next start date

date

Enrol anytime

  • Get industry certified and be ASIC & RG146 compliant with this Diploma of Financial Planning (FNS50615)
  • Learn to provide both personal & general advice in financial planning & managed investments
  • Complete online assessments in your own time

Campus options

1 campus available

CampusStudy modeDurationNext start date
Online

Online (self paced)

2 yrs

Enrol anytime

Course details

Entry requirements

None

Location
Online
Next start date
Enrol anytime
Duration
2 yrs
Study mode
Online
Education institution
Monarch Institute (RTO 22530)
Price
The course price can vary depending on a few factors. To find out more, contact the course provider.
Payment options

Have a question or ready to enrol?

Monarch Institute

Diploma of Financial Planning (FNS50615)

  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

Related rolesAvg. salaryJobs on SEEK

Finance Broker

$79k

Investment Adviser

$73k

Mortgage Broker

$74k
Source: Based on jobs advertised on SEEK
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Course content

  • FNSFPL501 - Comply with financial planning practice ethical and operational guidelines and regulations
  • FNSFPL505 - Review financial plans and provide ongoing service
  • FNSIAD501 - Provide appropriate services, advice and products to clients
  • FNSFPL506 - Determine client financial requirements and expectations
  • FNSCUS506 - Record and implement client instructions
  • FNSCUS505 - Determine client financial requirements and expectations
  • FNSINC401 - Apply principles of professional practice to work in the financial services industry
  • BSBITU402 - Develop and use complex spreadsheets
  • FNSASICT503 - Provide advice in managed investments
  • FNSASICW503 - Provide advice in securities
  • FNSASICV503 - Provide advice in derivatives
  • FNSFMK502 - Analyse financial-market products for clients
  • FNSFMK503 - Advise clients on financial risk
  • FNSINC501 - Conduct product research to support recommendations
  • FNSFPL502 - Conduct financial-planning analysis and research
  • FNSFPL503 - Develop and prepare financial plan
  • FNSASICU503 - Provide advice in superannuation
  • FNSASICX503 - Provide advice in life insurance
  • FNSFPL504 - Implement financial plan
  • FNSASICZ503 - Provide advice in financial planning
  • FNSASICM503 - Provide Tier 1 personal advice in life insurance

What you’ll learn

  • The regulatory environment & licensing framework
  • Developing, presenting & implementing financial planning strategies
  • Providing investment advice, strategic & tactical asset allocation
  • Time value of money
  • Superannuation & retirement strategies
  • Determination of life insurance requirements and recommendations

You will also attain RG146 accreditation in:

  • Financial planning advice
  • Securities advice
  • Managed investments advice
  • Derivatives advice
  • Superannuation advice
  • Self-managed superannuation advice (optional)
  • Insurance advice

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 Diploma of Financial Planning (FNS50615).

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


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