Diploma of Financial Planning Course Online Australia with Online Study Pathway Australia (OSPA)...
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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 will be able to design recommendaons on insurance policies, strategically plan superannuaon and rerement, as well as design recommendaons on common investment products. Subject Code Unit of Competency Meeng Customer’s Expectaons Determine client requirements and expectaons BSBITU402A Compliance & Professionalism Prepare Financial Plan Research and Analyse Financial Plan Insurance, Risk and Superannuaon Record and implement client instrucons 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 pracce ethical and operaonalguidelines and regulaons Apply principles of professional pracce 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 recommendaons Provide advice in superannuaon 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 qualificaon, the elecves 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: [email protected] 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 Securies and Managed Investments On successful compleon of this course, a student should be able to perform the dues of: Subjects
Transcript of Diploma of Financial Planning Course Online Australia with Online Study Pathway Australia (OSPA)...
DIPLOMA�OFFINANCIAL�PLANNING 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 will be able to design recommenda�ons on insurance policies, strategically plan superannua�on and re�rement, as well as design recommenda�ons on common investment products.
Subject Code Unit of Competency
Mee�ng Customer’sExpecta�ons
Determine client requirements and expecta�ons
BSBITU402A
Compliance &Professionalism
Prepare Financial Plan
Research and AnalyseFinancial Plan
Insurance, Risk andSuperannua�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
FNSFPL506AFNSCUS506A
FNSFPL501A
FNSINC401A
Comply with financial planning prac�ce ethical and opera�onalguidelinesand regula�onsApply principles of professional prac�ce to work in the financials services industry
FNSFPL503AFNSFPL504A
Develop and prepare financial planImplement financial plan
FNSINC501AFNSFPL502A
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 2150Fax: 1300 98 37 95 Email: [email protected]
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 ReviewFinancial Plan
FNSASICZ503AFNSFPL505A
Provide advice in financial planningReview financial plans and provide ongoing service
Financial PlannerSecuri�es and Managed Investments
On successful comple�on of this course,a student should be able to perform the du�es of:
Subjects
