Diploma of Financial Planning

by Mentor Education Claim Listing

The FNS50615 - Diploma of Financial Planning qualification is a course for those who want to work as para-planners, in other non-advice roles in the financial services sector or as a pathway course for future study to meet the FASEA education requirements to become a Financial Adviser. The course wi

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Course Details

The FNS50615 - Diploma of Financial Planning qualification is a course for those who want to work as para-planners, in other non-advice roles in the financial services sector or as a pathway course for future study to meet the FASEA education requirements to become a Financial Adviser.

 

The course will introduce students to the financial planning process and equip you with an understanding of the technical skills and knowledge required to:

  • Engage effectively with a broad client base, identify various financial planning needs and risk profiles and the different strategies they require
  • Work as a para-planner or in another non-advice role to meet the objectives of retail clients in the areas of insurance, investment and superannuation
  • Understand key aspects of what is required to be a successful professional in the Financial Services industry

 

The FNS50615 - Diploma of Financial Planning also provides individuals a succinct pathway to a future undergraduate or postgraduate qualification in Business or Financial Planning.

  • Sydney CBD Branch

    160 Sussex St, Sydney CBD, Sydney

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