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: | Blended learning; 25% online and 75% face to face |
QUALIFICATION STRUCTURE
This course is organised into 12 units of competency, made up of 9 core units and 3 elective units.
| Unit of Competency Codes | Unit of Competency Names | |
|---|---|---|
| Core Units | FNSCUS516 | Record and implement client instructions |
| FNSFPL614 | Develop financial plans | |
| FNSFPL615 | Present and negotiate financial plans | |
| FNSFPL616 | Implement financial plans | |
| FNSFPL621 | Comply with ethical and operational guidelines, legislation, and regulations in financial planning | |
| FNSFPL622 | Conduct financial planning analysis and research | |
| FNSPRM611 | Monitor and review organisational system compliance with legislation and regulations | |
| FNSINC411 | Conduct work according to professional practices in the financial services industry | |
| FNSINC511 | Conduct financial product research to support product recommendations | |
| Elective Units | FNSFPL610 | Prepare advice in superannuation |
| FNSFPL619 | Prepare advice in life insurance | |
| FNSFPL612 | Determine client requirements and expectations in financial planning |
COURSE DESCRIPTION
Our Diploma of Paraplanning is designed to develop your foundational skills as a paraplanner to enable you to work as a team member in preparing Statements of Advice for clients. This will include a comprehensive range of financial planning services covering product knowledge for individual client’s complex issues and utilising innovative strategies within the financial plan.
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 skills you learn in the FNS60920 Advanced Diploma of Paraplanning will:
• cover a broad range of technical and management functions, with accountability for personal outputs and collaboration in team environments
• enable you to demonstrate expertise in understanding the principles of complex construction in financial planning statements of advice
• help you to prepare advice in Superannuation and Life Insurance
Every student will need to demonstrate:
o having IELTS 5.5 English language equivalence if a non-native English speaker
o being aged over 18
o having completed a Diploma or Advanced Diploma from the FNS Training Package (current or superseded equivalent versions) or
o having two years equivalent full-time relevant workplace experience in an operational leadership role in an enterprise.
On completion of the FNS60920 Advanced Diploma of Paraplanning, students may choose to study the BSB60420 Advanced Diploma of Leadership and Management at WIN College or a bachelor degree at Wentworth Institute or selected bachelor courses at universities eg Bachelor of Business with a major in finance or a Graduate Certificate in Finance.
This course may lead to a career as a:
Client services officer
Para planner
Finance administrator
Records officer
RECOGNITION OF PRIOR LEARNING & RECOGNITION OF CURRENT COMPETENCY
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.