Diploma of Financial Planning & SMSF (FNS50615)

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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.


This course is for Accountants seeking to:

  • Qualify to provide advice in the above financial products to their clients
  • Diversify their client services and revenue opportunities by starting their own financial planning division or entering into a referral arrangement and/or joint venture with a financial planner
  • Meet RG146 regulatory education requirement
  • Be recognised for current knowledge by undertaking a gap assessment and only study in the areas where they have a gap in knowledge
  • Earn CPD points

If you are ready to enrol or would like more information enquire now.

This course is recognised throughout Australia

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Mentor Education
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