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