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International Institute of Technology Pty Ltd

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Advanced Diploma of Financial Services (Financial Planning)

Course Code: FNS60404
Duration: 16 months Distance education or *10day tutorial workshop

Advanced Diploma of Financial Services - Financial Planning
Related Study Areas
Business, Administration & Sales 

Description
This qualification is from the Financial Services Training Package and is the industry recommended competency pathway for financial planners able to provide a comprehensive range of services, across a variety of product environments, including those involving complex issues and/or innovative strategies. This person would generally hold a senior and/or supervisory role.

Subjects
Industry core units: Communicate in the workplace; Use technology in the workplace; Apply health and safety practices in the workplace; Apply principles of professional practice to work in the financial services industry. Sector core: Conduct complex financial planning research; Provide technical and professional guidance; Determine client requirements and expectations for clients with complex needs; Provide comprehensive monitoring and ongoing service; Develop complex and/or innovative financial planning strategies; Present and negotiate complex and/or innovative financial plan to the client; Implement complex and/or innovative financial plan. Plus electives.

Entry Requirements
Diploma

Related Job Outcomes
Financial Dealer and Broker

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