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1. DIPLOMAOF
FINANCIALPLANNING
VET FEE HELP
COURSE PROFILE: FNS50611
DURATION: 6 Months
RTO No.: 91437
This course will allow students to develop the knowledge
and skills required to work in the financial services
industry. Students willbe ableto design recommenda ons
on insurance policies, strategically plan superannua on
and re rement, as well as design recommenda ons on
commoninvestmentproducts.
Subject Code Unit of Competency
Mee ng Customer’s
Expecta ons
Determine client requirements and expecta ons
BSBITU402A
Compliance
Professionalism
Prepare Financial Plan
Research and Analyse
Financial Plan
Insurance, Risk and
Superannua on
Record and implement client instruc ons
Develop and use complex spreadsheets
FNSIAD501A
FNSASICT503A
Product and Advice
Investment Lending
Provide appropriate services, advice and products to clients
Provide advice in managed investments
COLLEGE: AIPE
FNSFPL506A
FNSCUS506A
FNSFPL501A
FNSINC401A
Comply with financial planning prac ce ethical and opera onalguidelines
and regula ons
Apply principles of professional prac ce to work in the financials services industry
FNSFPL503A
FNSFPL504A
Develop and prepare financial plan
Implement financial plan
FNSINC501A
FNSFPL502A
FNSASICU503A
FNSASICX503A
Conduct product research to support recommenda ons
Provide advice in superannua on
Conduct financial planning analysis and research
Provide advice in life insurance
Please note: the table represents sample units of competency and order of delivery. While the core subjects will always be delivered for this qualifica on,
the elec ves are subject to change as per the Training Package guidelines and the order of delivery may vary.
1300 66 00 65
Address: Suite 6 / 96-98 Wigram Street Harris Park, NSW 2150
Fax: 1300 98 37 95 Email: info@onlinestudypathway.com.au
www.onlinestudypathway.com.au
Disclaimer: RIMT PTY LTD T/A Online Study Pathway Australia (OSPA) ABN: 52 601 958 427 is acting as facilitator between Student Registered Training organisation in providing educational
services. OSPA is not an education provider. When we provide information to learners on our training providers and their particular courses, we do so in our capacity as facilitator. Information
provided is for general guidance only. While the data on this website is meant to be of general assistance; it is not- intended as providing professional advice to any person. Dependence on the
information provided is solely at your risk. Please view our terms and conditions for details about the services we deliver.
Australia
Implement and Review
Financial Plan
FNSASICZ503A
FNSFPL505A
Provide advice in financial planning
Review financial plans and provide ongoing service
Financial Planner
Securi es and Managed Investments
On successful comple on of this course,
a student should be able to perform the du es of:
Subjects