The Advanced Diploma of Financial Services (Financial Planning)
The Diploma of Financial Services (Financial Planning) meets the legal requirement for financial professionals to provide financial planning advice to members of the public.
In addition to this course, however, the Advanced Diploma in Financial Services (Financial Planning) is available to extend financial planning knowledge and scope.
Whilst the Advanced Diploma is not a legal requirement to provide advice, it has many extremely useful and informative topics on advanced financial products. These topics are invaluable for anyone providing financial planning advice to clients.
The Advanced Diploma provides the knowledge and skills required to identify, quantify, design and present complex financial plans and innovative financial strategies. The course is also an approved pathway to commencing study in the FPA’s CFP® certification program.
The Advanced Diploma of Financial Services (Financial Planning) provides:
> More strategic options
> A greater Level of service to clients, and
> Higher level of credibility
What you will achieve
Upon successful completion of the Advanced Diploma of Financial Services (Financial Planning), you will be able to:
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Comply with financial planning practice, ethical and operational guidelines and regulatory requirements
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Conduct financial planning analysis and research in complex areas of advice such as alternative investments, hedge funds, agri-business and reverse mortgages
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Develop and prepare a number of complex Statements of Advice
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Identify and solve complex financial issues related to estate planning, retirement planning, and investment planning
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Provide ongoing service to clients
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Demonstrate practice management skills and an understanding of practice management policies and procedures
Course content
The Advanced Diploma of Financial Service (Financial Planning) contains 4 modules:
1) Advanced Taxation & Superannuation (A0605)
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Advanced Taxation Principles
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Fringe Benefits Tax and salary packaging
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Capital Gains Tax and small business concessions
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Advanced investments structures
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Advanced superannuation planning
2) Estate Planning, Practice Management & Marketing (A0606)
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Taxation issues upon death
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Trusts
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Estate planning strategies
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Non-estate assets
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The financial advisors role in the estate planning process
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Practice management
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Effective marketing
3) Advanced Investment Planning (A0607)
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International investing
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Hedge funds
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Agribusiness investing
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Advanced gearing
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Reverse mortgages
4) Preparing an SOA & Complex Advice (A0608)
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Client management
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Complex Statements of Advice (SOA)
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The basis for advice
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The provision of advice
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Finalising the Statement of Advice (SOA)
Course provider
InterPrac’s training partner is Pinnacle Financial Services Academy. Pinnacle is a Registered Training Organisation (RTO# 91217) with offices in Sydney and Melbourne. Pinnacle is owned and operated by a Certified Financial Planner and specialises in financial services training. Pinnacle is listed on the ASIC Training Register.
All awards issued by Pinnacle carry the logo above.
This logo demonstrates that the award is recognised throughout Australia as having met the high standards of the Australian Qualifications Framework.
Course delivery
The Advanced Diploma of Financial Service (Financial Planning) is delivered via Distance Learning.
With Pinnacle Distance Learning courses:
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There is UNLIMITED phone & email support 8AM to 8PM – 7 days a week
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You receive high quality printed manuals for the learning material
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There is no need to visit an exam centre - assessments are completed online.
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There is no charge for the first resubmission of any assessments
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The study is self paced, fully flexible, and completed in your own time
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No travel is required
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You have one year to complete the course.
Course assessment
There are three components in the assessment for the Advanced Diploma of Financial Services (Financial Planning):
1) Online multiple choice questions
2) One case study based project per module
3) An over-the-phone mock financial advice session
Course cost
The Advanced Diploma of Financial Services (Financial Planning) is normally over $2,100 within the industry, but as a special deal for NTAA members, InterPrac is offering the course for $1,800.