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
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.

Have a question or ready to enrol?

Monarch Institute

Advanced Diploma of Financial Planning

  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

What you’ll learn

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

Course content

11 units

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

Recognition

Nationally recognised - meets Australian Qualifications Framework standards.

Australian 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

Payment options

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.

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.

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


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