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Mentor Education's Diploma of Financial Planning & SMSF (when combined with one of the AFS licensing options) enables accountants to meet their obligations detailed in Regulatory Guide 146 Licensing: Training of Financial Product Advisers (RG146) and provide advice in Self-Managed Superannuation Funds (SMSFs), Margin Lending, Investing, Superannuation & Life Insurance.
The course is specifically designed for, and oriented towards, recognised practicing public practice accountants. Taking into account their breadth of existing financial knowledge and acumen rather than working through the basics from the beginning.
Average duration:12 months
Accreditation:Nationally recognised training
This course is ideal for people who have the following knowledge, skills or abilities:
Evaluating the benefits and costs of different solutions for a problem.
Economics and accounting, the financial markets, banking and checking and reporting of financial data.
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:
This course can help you progress to:
Please note that weekly pay figures are estimates only of what you could possibly earn.
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.
Course providers may offer flexible payment options 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.
We’ll find nearby campuses and check if you’re eligible for funding in your state.