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Diploma of Financial Planning FNS50615
Units of Competency
Textbook/ Learner Guide
Price
Module 1: Professional Practice and Spreadsheet Applications
Apply principles of professional practice to work in the financial
services industry
Apply Principles of
Professional Practice to Work in the Financial Services
$ 11.00
Develop and use complex spreadsheets
Develop and use
complex spreadsheets
$ 11.00
Module 2: Provide Financial Advice
Provide financial planning advice
Financial Planning in Australia: Advice and Wealth Management, 7th
Edition, Juchau & Taylor, ISBN
9780409341775
$ 158.00
Comply with financial planning practice ethical and operational
guidelines and regulations
Conduct financial planning analysis and research
Determine client requirements and expectations
Module 3: Develop Financial Plans
Develop and prepare financial plan
Financial Management, Revised 5, Clive Wilson, Bruce Keers , Andrew
Medlen and Brian Walters,ISBN
9781442525153
$ 99.96
Review financial plans and provide ongoing service
Implement financial plan
Module 4: Establish, Develop and Manage Client Relations
Establish client relationship and analyse needs
Selling: Managing Customer Relationships, 3rd edition, Peter Rix,
ISBN 9780074715611
$ 84.96
Develop present and negotiate client solutions
Manage quality customer service
Module 5: Research and Advise on Financial Planning
Conduct product research to support recommendations
Financial Planning in Australia: Advice and Wealth Management, 7th
Edition, Juchau & Taylor, ISBN
9780409341775
$ 158.00
Conduct complex financial planning research
Provide advice in financial planning
Diploma of Financial Planning FNS50615
Units of Competency
Textbook/ Learner Guide
Price
Module 1: Professional Practice and Spreadsheet Applications
Apply principles of professional practice to work in the financial services industry
Apply Principles of Professional Practice to Work in the Financial Services
$ 11.00
Develop and use complex spreadsheets
Develop and use complex spreadsheets
$ 11.00
Module 2: Provide Financial Advice
Provide financial planning advice
Financial Planning in Australia: Advice and Wealth Management, 7th Edition, Juchau & Taylor, ISBN 9780409341775
$ 158.00
Comply with financial planning practice ethical and operational guidelines and regulations
Conduct financial planning analysis and research
Determine client requirements and expectations
Module 3: Develop Financial Plans
Develop and prepare financial plan
Financial Management, Revised 5, Clive Wilson, Bruce Keers , Andrew Medlen and Brian Walters,ISBN 9781442525153
$ 99.96
Review financial plans and provide ongoing service
Implement financial plan
Module 4: Establish, Develop and Manage Client Relations
Establish client relationship and analyse needs
Selling: Managing Customer Relationships, 3rd edition, Peter Rix, ISBN 9780074715611
$ 84.96
Develop present and negotiate client solutions
Manage quality customer service
Module 5: Research and Advise on Financial Planning
Conduct product research to support recommendations
Financial Planning in Australia: Advice and Wealth Management, 7th Edition, Juchau & Taylor, ISBN 9780409341775
$ 158.00
Conduct complex financial planning research
Provide advice in financial planning