Diploma of Financial Planning (FNS50610)
| The Diploma of Financial Planning is an entry level qualification for individuals starting a career in financial planning. The course structure enables you to undertake core and elective subjects that deliver technical knowledge and adviser skills leading to ASIC RG146 compliance across a range of knowledge areas. |
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Who should enrol
This qualification is ideal for:
- Those looking to enter the industry in an adviser role
- Current professionals working in a broader financial services role seeking ASIC RG146 compliance to provide personal advice to retail clients
Entry requirements
There are no minimum entry requirements; however Foundations of Financial Planning must be the first subject completed.
Qualification outcomes
Upon successful completion, you will be able to:
- Demonstrate fundamental knowledge required for working in the financial services
- Understand how to evaluate investment options in Australia
- Design recommendations on insurance policies
- Understand and have the competency to strategically plan superannuation and retirement
Competencies
To view the competencies you will achieve through successful completion of this qualification, download the Competency List.
Employability skills
Employability Skills are embedded in training and assessment and information relevant to your qualification can be obtained by visiting the Employability Skills website and keying in the national code for the qualification - FNS50610.
Recognition & exemptions
You may be entitled to gain an exemption into this qualification based on your previous study, work experience or a combination of both. To do this you need to submit evidence that demonstrates you have already met the requirements of the subjects through other means, including:
Refer to the Recognition Policy for further information.
Note: Recognition of prior learning (RPL) will be granted if you can demonstrate competency in any of the RG146 Tier 1 product areas.
Qualification overview
You must successfully complete three compulsory subjects to achieve the Diploma.
An elective subject, Investment Products, offers RG146 compliance in three additional product areas based on need. The competencies achieved in the extension subject are additional to those required to gain the Diploma and lead to an exemption for one subject into the Advanced Diploma of Financial Planning (FNS60410).
Refer to the diagram below for more information:
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Enrolment options
You may pay for the full qualification upfront or on a subject-by-subject basis depending on your needs. Subjects can be commenced at any time.
To enrol
Enrol online or
Complete and return an enrolment form^:
| enrolments@kaplan.edu.au | |
| Mail to | GPO Box 9995, Sydney 2001 |
| Fax to | 1300 137 802 |
^ Please note: If you would like to enrol into the elective subject of the Advanced Diploma, please use a separate form, available here.
Delivery
Our flexible delivery options give you control over how and when you study and let you choose the level of support you need.
This qualification is delivered via self-study with optional workshops available if you prefer a more structured face-to-face learning environment. Study manuals are available in both hard copy and e-book formats.
These delivery modes are supported by an online learning portal, KapLearn. Through KapLearn you can access additional study resources including supplementary learning modules, media, practice activities and an online tutor.
Find a workshop in your region now
Express your interest in attending a workshop
Login to KapLearn
Assessment
To gain the Diploma you must successfully complete:
- 2 x projects and 3 x online exams
To complete the Investment Products elective you must successfully complete:
- 1 x project and 1 x online exam
Refer to the table below for more detailed information:
| Subject |
Asessment |
| Foundations of Financial Planning |
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| Insurance and Risk Protection |
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| Superannuation |
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| Investment Products |
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Please see the Assessment Policy for further details.
Duration & timeframes
A typical study commitment is 60 hours per subject and may vary depending on your capacity for study.
Projects and first-sit exams must be completed no later than 12 weeks from enrolment. Should you be deemed ‘Not yet competent’ you will be given an additional 4 weeks to resubmit your project or resit your exam. No extension to the study period will be granted.
When enrolling into the full qualification, you must complete all subjects within 2 years of the initial enrolment.
Fees*
| Study mode | 3 subjects | 4 subjects |
Per subject |
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Self-study |
$1575 $1260^ $2835 |
$2045 |
$580 |
^ Workshop upgrade price not applicable for Investment Products elective. Workshops are run per product e.g. 1 product - $250, 2 products - $420, 3 products - $525.
Conditional fees may apply. Please refer to the fees document for additional study-related fees.
Continuing education & training
Continuing professional development (CPD)
Maintain and enhance your technical knowledge and personal skills with our industry leading CPD programs, including:
- Online – Ontrack
- Short courses
- Print and media-based – PDsessions
- Self-Managed Super Funds (SMSF) program
- Accredited Listed Products (ASX ALPA) program
Pathways
Once you’ve completed the Diploma you can upgrade to the Advanced Diploma of Financial Planning (FNS60410). If you have completed the Investment Products elective as part of your Diploma studies, you will gain an exemption for one subject into the Advanced Diploma.
Further information & enrolment
Call 1300 662 203
Email mail@kaplan.edu.au
Complete an online enquiry form
Enrol online or download an enrolment form
View policies
Back to Financial Planning home
* No GST is applicable. Fees valid until 31 December 2012.