As the leading professional membership and education body for the insurance and financial services industry the Institute is uniquely placed to offer a range of professional solutions to financial planners.
From professional recognition through Institute membership to internationally recognised qualifications and practical, day-to-day professional development activities the Institute offers the financial planners the best mix of quality and affordable services.
The Institute offers two professional qualifications in Financial Planning:
Diploma of Financial Services (Financial Planning) [FNS50804]
The Institute’s Diploma of Financial Services (Financial Planning) is an invaluable qualification for employees entering into or already working within the financial planning industry. The Diploma provides compliance and develops the skills and knowledge required to provide a range of financial planning services.
Fee
A$810 per module NZ$890 per module
Duration
Four modules : Each study period lasts 12 weeks. (Students are able to study a maximum of two modules per study period.)
Assessment for each module consists of: - a case study based assignment - an examination containing multiple choice, short answer and case study based questions. Find out more ...
Successful completion of the Diploma provides: - entry into the Institute's Advanced Diploma of Financial Planning - credit towards Charles Sturt Universitiy's Master of Applied Finance (Financial Planning). Find out more ...
Course Content
To be awarded the Diploma students must successfully complete the following four modules.
FSP501 Financial Planning Practice
FSP502 Planning for Risk and Retirement
FSP503 Investment Planning
FSP504 Providing Financial Planning Advice.
Advanced Diploma of Financial Services (Financial Planning) [FNS60404]
The Institute’s Advanced Diploma of Financial Services (Financial Planning) focuses on client centred advice and management processes, and is essential in developing the skills and knowledge of experienced financial planners who are serious about their career prospects.
Fee
A$995 per module NZ$1,120 per module
Duration
Three modules : Each study period lasts 12 weeks. (Students are able to study a maximum of two modules per study period.)
Assessment for each module consists of: - a case study based assignment - an examination containing multiple choice, short answer and case study based questions. Find out more ...
Successful completion of the Diploma provides credit towards Charles Sturt Universitiy's Master of Appliced Finance (Financial Planning). Find out more ...
Course Content
To be awarded the Advanced Diploma students must successfully complete the following three modules.
