Diploma of Finnacial Services Financial Planning FNS50804

By: AAMC Training Group  06-Mar-2011
Keywords: Financial Planning, Mortgage Brokers, Banking Jobs

 This course covers the requirements for providing Financial Planning advice (RG146 compliant). It is recommended that this course be completed prior to the other Financial Planning.

Once you have completed this module you will be qualified to give advice but you then need to complete either some or all of the other 3 modules depending on what you wish to give advice in.

This is the industry recommended competency pathway for financial planners who provide a range of standard financial planning services and for individuals providing specialist para-planning services. The qualification pathway is determined by elective choices. Depending on choice of electives, the qualification meets ASIC requirements for Authorised Representatives.

AAMC Training is assisting people to access major Universities by ensuring that some of our courses meet academic entry requirements. Australian Universities have stated that exemptions in terms of credits will be granted to the holders of these qualifications (*conditions apply).

Course content:
- 12 Units of competency
- 3 Skills assessment role plays:
Presentation of the Financial Services Guide
Explaining Risk
Presentation of the Statement of Advice
- 3 Assignments :
Ethical Scenario
Explain Insurance Requirements
Completion of Statement of Advice
- 2 Online exams

Some Dealer groups will require you to complete the extra three modules being DFS 2, DFS 3 and DFS 4, or may allow you to complete only the ones you wish to give advice in.

Keywords: Banking Jobs, Correspondence Courses, Diploma Courses, Face to Face Learning, Financial Planning, Mortgage Brokers, Online Training, Real Estate Careers, Tafe Courses,

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