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Program: 

 FNS50615 Diploma of Financial Planning

Start Date:  TBA
Completion Date:  TBA
Total Modules: 

15 Modules - 9 Core, 6 Elective 

Location: Level, 1 219-241 Cleveland Street Strawberry Hills NSW 2012

 

Modules:                                                                                               Training Day /Date   Training Time Who should attend Training Venue Trainer
 

 

Session 1

 

BSBITU402 Develop and use complex spreadsheets

- Prepare to develop spreadsheet

- Develop a linked spreadsheet solution

- Automate and standardise spreadsheet operation

- Use spreadsheets

- Represent numerical data in graphic form

 

FNSASICZ503 Provide advice in financial planning

- Establish relationship with client

- Identify client’s objectives, needs and financial situation

- Analyse client’s objectives, needs, financial situation and risk profile

- Develop appropriate strategies and solutions

- Present appropriate strategies and solutions to client

- Negotiate financial plan, policy and/or transaction with client

- Coordinate implementation of agreed plan, policy and/or transaction

- Complete and maintain necessary documentation

 

- Provide ongoing service where requested by client

 

 TBA

 TBA Refer to teams page Level, 1 219-241 Cleveland Street Strawberry Hills NSW 2012  TBA

 

Session 2

 

FNSFPL501 - Comply with financial planning practice ethical and operational guidelines and regulations

- Identify and comply with legislative and regulatory requirements

- Apply standards of ethical behaviour

- Identify and comply with organisational operation guidelines

 

FNSFPL502 - Conduct financial planning analysis and research

- Evaluate client’s current situation and identify issues

- Identify research requirements and parameters

- Extract and analyse information according to research requirements and parameters

- Summarise research information

 TBA

 TBA Refer to teams page Level 1 219-241 Cleveland Street Strawberry Hills NSW 2012  TBA

 

Session 3

FNSFPL503 - Develop and prepare financial plan

- Establish plan objectives and scope

- Develop strategic assumptions

- Develop financial plan strategy

Develop preliminary financial plan

 

FNSCUS505 (Elective) Determine client requirements and expectations

Develop awareness of clients’ situation

- Obtain relevant knowledge of clients’ financial position and risk profile

- Determine client expectations and requirements with respect to financial markets advice

- Prepare and update necessary documentation

 

 TBA  TBA Refer to teams page Level, 1 219-241 Cleveland Street Strawberry Hills NSW 2012  TBA

Session 4

 

 

FNSFPL505 Review financial plans and provide ongoing service.

- Discuss and confirm arrangements for ongoing service

- Identify ongoing service options for client and recommend appropriate options

- Establish procedures for providing ongoing service

 

- Undertake and/or supervise review of financial plan

 

FNSFPL506  Determine client financial requirements and expectations

- Inform client of financial planning process and services

- Obtain relevant information on client’s existing financial situation

 

- Determine client expectations and requirements with respect to financial planning service offered by representative

TBA TBA Refer to teams page Level, 1 219-241 Cleveland Street Strawberry Hills NSW 2012  TBA

Session 5

 

FNSINC401

- Apply principles of professional practice to work in the financial services industry

- Identify and apply guidelines, procedures and legislation

- Identify sustainability issues

- Manage information

 

BSBCUS501 Manage quality customer service

- Plan to meet internal and external customer requirements

- Ensure delivery of quality products and services

 

- Monitor, adjust and review customer service

 

 TBA  TBA Refer to teams page Level, 1 219-241 Cleveland Street Strawberry Hills NSW 2012  TBA

Session 6

 

BSBCUS501 Manage quality customer service

- Plan to meet internal and external customer requirements

- Ensure delivery of quality products and services

- Monitor, adjust and review customer service

 

BSBLED401 - Develop teams and individuals

- Determine development needs

- Develop individuals and teams

- Monitor and evaluate workplace learning

 TBA  TBA Refer to teams page Level, 1 219-241 Cleveland Street Strawberry Hills NSW 2012  TBA

Session 7

 

FNSCUS502 Monitor client requirements 

- Determine client needs

- Establish communication with clients

- Identify and review information

 

FNSCUS505 (Elective) Determine client requirements and expectations

- Develop awareness of clients’ situation

- Obtain relevant knowledge of clients’ financial position and risk profile

- Determine client expectations and requirements with respect to financial markets advice

 

- Prepare and update necessary documentation

 

 TBA  TBA Refer to teams page Level, 1 219-241 Cleveland Street Strawberry Hills NSW 2012  TBA

Session 8

 

BSBCMM401 Make a presentation

- Prepare a presentation

- Deliver a presentation

- Review the presentation

 

 

 TBA  TBA Refer to teams page Level, 1 219-241 Cleveland Street Strawberry Hills NSW 2012  TBA