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FNS60920 Advanced Diploma of Paraplanning

Course Information
Qualification:FNS60920 Advanced Diploma of Paraplanning
CRICOS Course Code:106439K
Duration:78 Weeks including breaks
Training Package:FNS Financial Services
Vocational Area:Financial services
Study Type:Full time: 20 hours face to face per week


This course is organised into 12 units of competency, made up of 9 core units and 3 elective units.

 Unit of Competency CodesUnit of Competency Names
Core UnitsFNSCUS516Record and implement client instructions
FNSFPL614Develop financial plans
FNSFPL615Present and negotiate financial plans
FNSFPL616Implement financial plans
FNSFPL621Comply with ethical and operational guidelines, legislation, and regulations in financial planning
FNSFPL622Conduct financial planning analysis and research
FNSPRM611Monitor and review organisational system compliance with legislation and regulations
FNSINC411Conduct work according to professional practices in the financial services industry
FNSINC511 Conduct financial product research to support product recommendations
Elective UnitsFNSFPL610Prepare advice in superannuation
FNSFPL619Prepare advice in life insurance
FNSFPL612Determine client requirements and expectations in financial planning


FNS60920 Advanced Diploma of Paraplanning reflects the role of paraplanners who provide a comprehensive range of financial planning services across a variety of product environments, including those involving complex issues and/or requiring innovative strategies. Individuals in these roles require well-developed skills and a broad knowledge base of the financial planning sector and required regulatory frameworks. At this level individuals are expected to apply specialist skills and knowledge in a range of situations to deal with complex situations and issues. They work across a broad range of technical or management functions with accountability for personal outputs and for team outcomes.


The specific course entry requirements are (for example, LLN, technology skills or pre-requisite qualifications):

English Language/Literacy/Numeracy requirements

Domestic students:

  • Be 18 years of age or over
  • Satisfactorily completion of Australian Year 12 (or equivalent) with sound literacy and numeracy skills OR
  • Display competence at or above these levels in the Australian Core Skills Framework (ACSF) – Learning: L4; Reading: R4; Writing: W4; Oral Communication: OC4; Numeracy: N4.

International students:

  • Satisfactorily completion of Senior Secondary School (Australian Year 12 or equivalent) with sound literacy and numeracy skill
  • IELTS band score of 5.5 or TOEFL 500 or equivalent
  • Be 18 years of age or over.

Study Pathways
The further study pathways in the Financial Planning stream may be available to learners through several universities. Each provider will determine their approved credits or articulation agreements from our qualification. Pathways from this qualification may include:

University Pathway:
This qualification may provide a pathway into Higher Education program:
• Bachelor of Business with a major in finance
• Graduate Certificate in Finance.

Employment Pathways:
The following employment pathways are available to students who complete this qualification as graduates at this level will have broad knowledge and skills for paraprofessional / highly skilled work.
Employment pathways provided for in this qualification may include:
• Client Services Officer (Financial Officer)
• Associate financial planner
• Para Planner
• Finance Administrator
• Records Officer
• Financial planning practice manager
• Compliance officer at a financial planning firm


Have you studied this topic before? We will recognise competencies gained through previous learning, work and life experiences.

Students can apply for Recognition of Prior Learning (RPL)/ Recognition of Current Competency (RCC) before they commence the course or a particular unit. Students will need to provide evidence that they are already competent in this/these specific unit/s. Email info-george@win.edu.au for further information.

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