The Diploma of Financial Planning qualification is for financial planners who provide a range of standard financial planning services and individuals providing specialist para-planning services.

The successful completion of the Diploma of Financial Planning course is the primary pathway into this exciting, rewarding and prosperous career. Typically this qualification will lead you into employment as a financial para-planner. This will start you on the road to success where you will be providing advice to clients on financial products and services and playing an important part of building your clients and Australia's prosperity

 This qualification enhances the employability skills and knowledge by enabling the candidate to;

• provide advice in financial planning,
• provide appropriate services, advice and products to clients,
• provide advice in superannuation,
• provide advice in life insurance,
• provide advice in insurance broking,
• provide financial planning advice,
• comply with financial planning practice ethical and operational guidelines and regulations,
• conduct financial planning analysis and research,
• develop and prepare financial plan,
• implement financial plan,
• review financial plans and provide ongoing service,
• determine client requirements and expectations,
• apply principles of professional practice to work in the financial services industry and
• develop and use complex spreadsheets

For more information, click on detail course description

Career Opportunities:

This qualification is perfect for those wishing to engage in careers such as that of a: financial planner, lending officer, branch manager, customer services officer and card services officer.

Professional Accreditation: 

The FNS50611 Diploma of Financial Planning satisfies the educational requirement of the Australian Securities and Investments Commission (ASIC)  Tier 1 RG146 Compliance for those wanting to provide either  general advice or personal advice on deposit products and non-cash payment products.

Course Admission Requirements (CAR):

TAFE SA has a number of ways for students to meet the Course Admission Requirements (CAR). The CAR for the Diploma of Financial Planning is any one of following;

• relevant working experience in the financial service sector
• successful completion of any Certificate II or higher
• successful completion of SACE or equivalent
• successful completion of the TAFE SA Assessment of Basic Skills test (TABS)

The TABS is an alternative for applicants with no other way of demonstrating that they meet the CAR. For more information, click onTABS

Course Structure:

15 units must be achieved: 9 core units plus 6 elective units

9 Core units

FNSASICZ503A                Provide advice in Financial Planning

FNSFPL501A                   Comply with financial planning practice ethical and operational guidelines and regulations

FNSFPL502A                   Conduct financial planning analysis and research

FNSFPL503A                   Develop and prepare financial plan

FNSFPL504A                   Implement financial plan

FNSFPL505A                   Review financial plans and provides ongoing service

FNSFPL506A                   Determine client requirements and expectations

FNSINC401A                    Apply principles of professional practice to work in the financial services industry

BSBITU402A                    Develop and use complex spreadsheets

6 Electives

FNSFPL508A                  Conduct complex financial planning research

FNSIAD501A                  Provide appropriate services, advice and products to clients

FNSASICU503A             Provide advice in Superannuation

FNSASICX503A              Provide advice in Life Insurance

FNSASICY503A              Provide advice in Insurance Broking

FNSFPL507A                  Provide financial planning advice

FNSINC501A                  Conduct Product Research to Support Recommendations

FNSCUS505A                 Determine Client Requirements and Expectations

FNSCUS506A                 Record and Implement Client Instructions

FNSFPL508A                  Conduct complex financial planning research

Assessments:

Assessments may include, but are not limited to: online activities and validation assessments as prescribed within each unit of competency. 

Online activities                 

The TAFE SA Learn application will host online activities that are designed to assess your understanding of the key theories and concepts of the course. These activities will provide you with the opportunity to test your own learning and to identify areas that may require further study. Once your activities have been submitted, you will be provided with solutions to check against your own work.

Validation assessment

The contents of the validation assessment will cover material discussed in the compulsory reading material and online activities. The exact form of the validation assessment will be unsupervised and/or supervised as prescribed within each course profile or advised by your lecturer/ teaching assistant. For more information, click on detail TAFESA Assessment policy. 

Study Mode:

Study can take place on campus (face to face classroom) or external online. For more information, click on detail study mode

Duration:

The course duration is 12 months full time or part time equivalent.

Study Load:

TAFE SA Accounting and Finance division expects students to devote a total of 12 hours per week to each unit of study.

Fees:

$ 4,890.00            

Fees are subject to change

Payments Options:

TAFE SA understands that sometimes it is difficult for students to pay their fees, and offers a number of options for  paying their course fees via VET FEE HELP, Fees-by-Instalments (FBI), Third party payments,  Credit card (pay online) and Australia Post to eligible students undertaking eligible courses. For more information, click on detail payment options.

Textbooks:

Required textbooks may be purchased from Unibooks via online, phone or in person. For more information,

• Click on Required textbooks
• Click on Unibooks contact details and textbook price.

Start Date: When studying externally you may enrol and commence your study at any time. 

Apply Now

To apply click here.   Apply Now

Student Policies:  

Students and staff at TAFE SA have a right to work and study in an environment free from harassment, discrimination or threatening behaviour. When enrolling at TAFE SA, students must agree to accept and abide by policies and procedures, follow rules and regulations, and participate in studies as directed by your program. For more information, click on detail student policies

Student Support:

TAFE SA aims to provide you with a high quality and positive learning environment. A range of services are available to support you during your study, enabling you to be successful in your chosen program of study.  For more information, click on detail student support

Further Information: 

Contact via Finance.online@tafesa.edu.au with your contact details and we will touch you within three business days.