FNS60404 - Advanced Diploma of Financial Services (Financial Planning)
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The Advanced Diploma of Financial Services (Financial Planning) qualification consists of four subjects and a skills assessment that goes beyond the core fundamentals and provides experienced professionals with deeper knowledge and insight into the critical components of financial planning and advisory services.
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Who Should Enrol
This qualification is ideal for:
- experienced professionals seeking deeper knowledge and insight into financial planning
- individuals wishing to use the qualification as a pathway to further education.
What would I achieve upon completion?
Upon successful completion of this qualification, you should be able to:
- understand Australian taxation laws to develop appropriate tax strategies
- understand financial planning relating to estate planning issues
- gain detailed exposure to investment concepts
- write a comprehensive Statement of Advice for clients
- improve your eligibility towards entering the CFP program with the FPA.
Employability Skills
Employability Skills are embedded in training and assessment. Information on the Employability Skills relevant to your qualification can be obtained by visiting http://employabilityskills.training.com.au and keying in the national code for the qualification (FNS60404).
Prerequisites
To be awarded the Advanced Diploma of Financial Services (Financial Planning), the Diploma of Financial Services (Financial Planning) (DFS(FP)) (FNS50804) must first be completed.
You may enrol in individual subjects within the Advanced Diploma irrespective of whether you have completed the requirements of the DFS(FP), however, completion of the DFS(FP) is advisable. Kaplan Professional also recommends that Financial Plan Construction and Review should be the last subject undertaken.
Qualification Structure and Subjects
The Advanced Diploma of Financial Services (Financial Planning) qualification comprises the following four subjects (each, with various modules) and a skills assessment:
| Subject | Learning Outcomes & Overview | Subject Code |
| Taxation Planning | Download | TP |
| Estate Planning | Download | EP |
| Investment Planning 2 | Download | IP2 |
| Financial Plan Construction and Review | Download | FPC |
| Skills Assessment | Brochure | |
| Advanced Diploma Skills Assessment | Download |
Competencies
Download Kaplan’s Competency List to view the list of competencies you will achieve through successful completion of this qualification.
Qualification duration and delivery
See also: Timetables & Dates
A typical study commitment is 60 hours per subject and may vary depending on your capacity for study. Pre-study of learning material is essential prior to workshops.
This qualification can be studied by either:
- Self-study – Delivered via distance education, all subjects are self-contained with all the materials and resources needed to complete the subject easily by self-study. Subjects can be commenced in the self-study mode at any time. The only requirement is for assignments to be submitted no later than four months from enrolment (or six months from enrolment for FPC) and first exams to be completed within six months of enrolment, or
- Intensive workshop – If a more structured learning environment is preferred, each subject is also available in a traditional classroom setting. This involves a period of essential pre-study followed by the actual workshop. Semesters are flexible with workshops being run continuously throughout the year.
- Workshops are conducted over three days with the exam taking place either on the morning of the fourth day or at a later arranged time. The exception is FPC which is a two-day workshop but with no exam.
Assessment
To complete each of the subjects, you must successfully complete the:
- Assignment, and
- Exam (except for FPC)
If you wish to exit after one subject with a Statement of Attainment instead of completing the whole qualification, a skills assessment must also be completed.
If you are unsuccessful in an assessment (Not yet competent), you will have the opportunity to:
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Resit the exam (twice)
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Resubmit the assignment (once), please see the Assessment Policy for further details
To successfully complete the qualification, you must also complete
• An Advanced Diploma Skills Assessment
Kaplan Practice Exams
Visit the Kaplan Practice Exams page.
Recognition & Exemptions
Methods available:
Note: Recognition and Exemption applications are not available for Financial Plan Construction and Review (FPC).
Refer to the Recognition & Exemptions page for further information and associated forms.
Qualification Fees
Costs vary depending on your choice of self-study or intensive workshop study.
Self-study:
- Standard fee: $695 per subject
- Finsia member: $625 per subject
Intensive workshop:
- Total fee: $1,250 per subject
($695 per subject + $555 intensive workshop fee) - Finsia member: $1,130 per subject
($625 per subject + $505 intensive workshop fee)
Advanced Diploma Skills Assessment
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With client assessor held at client premises: $130 per assessment
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With a Kaplan assessor held at a Kaplan office: $245 per assessment
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With a Kaplan assessor held at the client’s premises: $365 per assessment
Please see the Advanced Diploma Skills Assessment Brochure for detailed information about your assessment delivery options and related pricing.
Enrolment fee covers all subject materials, assignment marking, first sit examination supervision (if at Kaplan offices), examination marking and final certification upon successful subject completion.
Overseas Courier Surcharges
For those undertaking the qualification via distance education overseas, a surcharge is added to the enrolment fee to cover the higher dispatch costs.
Download the list of applicable overseas courier surcharges.
All prices are valid until 31 December 2009.
Enrolment and Further Information
Take your financial planning career to the next level.
Study Information
Refer to the following links for further information, or visit Study Information:
Timetables & Dates for Intensive Workshops and Kaplan Office Exams
Forms for all study related forms
Exam Information
Recognition & Exemptions