FNS60415 Advanced Diploma of Financial Planning

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Course description

An Advanced Diploma of Financial Planning is suitable for students seeking employment as a financial planner providing advice to clients on financial products and services within the ASIC licensing framework for the sector. This comprehensive course covers taxation planning, estate planning, advanced investment planning as well as general financial planning.

Nationally recognised

Average duration

12 months

Online or Distance


Suitable For

This course is ideal for people who have the following knowledge, skills or abilities:

Administration and Management

Planning and coordination of people and resources.

Economics and Accounting

Economics and accounting, the financial markets, banking and checking and reporting of financial data.

Law and Government

How our laws and courts work. Government rules and regulations, and the political system.


Arithmetic, algebra, geometry, calculus, or statistics.


This course can help you get a job as:

Job TitleAvg Salary
Senior Financial Advisor$2,400 weekly pay
Senior Financial Planner$2,400 weekly pay


You will be required to complete a number of units of competencey for this qualifiation. Example units have been provided below but may vary for each provider.

Conduct complex financial planning research

This unit describes the skills and knowledge required to undertake research of a complex nature for use in the financial planning process. Research would involve plans for those with above average sums of money, with complex legal, regulatory or estate issues, or an above average range of products or plans for major clients. It applies to experienced individuals who use specialised knowledge and techniques to source, evaluate and synthesise complex information to solve problems and support the planning process.

Provide technical and professional guidance

This unit describes the skills and knowledge required to provide technical and professional guidance in a financial planning practice. It encompasses mentoring staff in the practice, providing technical information to staff and peers, and acting as a practice reference for any special areas of expertise. It applies to experienced individuals with specialised knowledge of the sector and well-developed communication skills who provide leadership and guidance to others, making judgements within their level of responsibility.

Determine client requirements and expectations for clients with complex needs

This unit describes the skills and knowledge required to determine a client’s financial planning requirements and expectations when the client’s situation and/or objectives are complex and require high level questioning skills and in-depth financial knowledge. It applies to experienced individuals who manage relationships, apply systematic approaches and use highly specialised knowledge to problem solve and develop customised solutions.

Provide comprehensive monitoring and ongoing service

This unit describes the skills and knowledge required to comprehensively monitor the implementation and progress of financial plans and establish ongoing client service arrangements. It encompasses discussing and confirming arrangements for ongoing service with clients, establishing procedures for that service, undertaking and/or supervising financial plans and establishing long-term professional relationships with clients. It applies to experienced individuals who use strong organisational and communication skills and systematic approaches to manage relationships and monitor organisational services.

Develop complex and innovative financial planning strategies

This unit describes the skills and knowledge required to determine and prepare a complex or innovative financial plan or plans which are, for commercial relationship reasons, identified as requiring development to a higher than normal standard. It encompasses establishing plan objectives and scope, and developing strategic assumptions and innovative or complex financial strategies. It applies to experienced individuals who use specialised knowledge, systematic approaches and strong analytical skills to develop recommendations and solutions to meet complex requirements.

Enquire now for a full list of subjects

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Government funding

The Australian government provides funding to help students who are completing the FNS60415 Advanced Diploma of Financial Planning. The type of funding you receive depends on the state that you live in.

There are eligibility requirements for each type of funding. Enquire with a course provider to check your eligibility.

Payment options

Interest free payment plan
Most course providers offer flexible payment options for the FNS60415 Advanced Diploma of Financial Planning such as weekly, bi-monthly, or monthly interest-free payments for those who do not wish (or are unable) to pay their tuition fees outright. There is usually a discount for those who pay their tuition fees upfront. Enquire with a course provider to find out more.

Benefits of nationally recognised training

Australian Qualifications Framework
Nationally Recognised Training

This is a nationally recognised course delivered by Registered Training Organisations (RTOs). RTOs are strictly regulated by the Australian Skills Quality Authority (ASQA). This guarantees you will be studying a quality-assured and nationally recognised qualification.

Recognition of Prior Learning
RTOs are also able to offer Recognition of Prior Learning for work experience or formal qualifications you may have undertaken to shorten the time you have to study. Ask a course provider for more details during the enrolment process.

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These course providers offer the FNS60415 Advanced Diploma of Financial Planning:

Mentor Education
International Institute of Technology