Advanced Diploma of Financial Services (Financial Planning)
| Course Name | ADFS (FP) |  |
| Course Title | Advanced Diploma of Financial Services (Financial Planning) | |
| Duration | 8 days* |
Course overview
The Advanced Diploma of Financial Services (Financial Planning) is fast becoming the default qualification required for the financial planning industry. Most leading Australian Dealer Groups today require their financial planners to have the advanced diploma because they require their advisors to be qualified to provide personal advice to suit the financial planning requirements of retail clients with complex needs, such as estate planning, taxation, sophisticated investment planning.
Course outcome
This course will equip you with the technical skills to:- Provide financial planning advice to meet the objectives of retail clients with complex needs
- Develop a range of strategies in order to deliver a comprehensive financial plan
Who Should Enrol?
You should enrol if you are:- Seeking advanced technical and specialist knowledge, tailored to the needs of the financial planning industry
- In financial services and want to upgrade your qualifications
Prerequisite Knowledge
It is recommended that the Diploma of Financial Services (Financial Planning) subjects be undertaken before enrolling into the Advanced Diploma. The recommended knowledge requirements for the subjects being studied must be initially satisfied at the Diploma level.
Assessment
All courses have been designed to provide skill-based learning outcomes involving activities, which include short answer responses and practical case studies.
Training delivery
Workshop Course
Interactive classroom courses are the fastest way to achieve your qualification.
Facilitators are skilled at making the workshop experience interactive, interspersing real life examples to stimulate interest. Students of the Advanced Diploma have 8 full days within a workshop environment to complete the required 4 modules of study. In addition, students will have 2 months to complete an external assessment which is to formulate and deliver a Statement of Advice. The use of software to complete the SoA activity is permitted.
Distance Learning
Students of the Advanced Diploma have 4 months to complete the required 4 modules of study. Students are sent course material in hard copy format with all resources provided including an experienced professional facilitator and financial planner, who will be available by telephone and email to provide timely assessment and course material feedback. Once activities are completed, you simply fax or mail to PS146 Training Australia for assessment. Activities are normally assessed within 5 working days. Should any activity be deemed 'not competent', written feedback will be supported in order to provide you with the opportunity to resubmit the activity. The resubmission process is provided at no additional charge.
Course outline
Taxation Planning - ADFS 1
The first Course (ADFS 1) will qualify You to provide personal advice to clients on taxation planning, including Australian Taxation System Income Tax, FBT, PAYG, HEC, Income, CGT, Retirement Planning, Deductions and Personal Tax Planning.
10 units of study:
Unit 1: Australian Taxation System
Unit 2: Income Tax
Unit 3: Fringe Benefits Tax
Unit 4: Pay As You Go (PAYG)
Unit 5: Higher Education Contributions
Unit 6: Income
Unit 7: Retirement Planning
Unit 8: Capital Gains Tax
Unit 9: Deductions
Unit 10: Personal Tax Planning
Estate Planning - ADFS 2
The second Course (ADFS 2) will qualify you to provide personal advice to clients on estate planning, succession planning and key man insurance.
6 units of study:
Unit 1: Estate Planning
Unit 2: Capital Gains Tax
Unit 3: Tax Return for the Deceased Estate
Unit 4: Ownership & Passing on of Assets
Unit 5: Business Succession Planning
Unit 6: Seven Steps of Estate Planning
Investment Planning - ADFS 3
The third Course (ADFS 3) enables you to provide personal advice in relation to portfolio construction, risk and return, diversification, investment styles, research and disclosure.
7 units of study:
Unit 1: Risk and Return
Unit 2: Diversification & Risk
Unit 3: International Diversification
Unit 4: Market Efficiency
Unit 5: Investment Styles
Unit 6: Research Issues
Unit 7: Investment Alternatives
Financial Planning - ADFS 4
Successful completion of the final Course (ADFS 4) will qualify You to conduct complex financial planning research, determine complex client needs, provide comprehensive monitoring and implement innovate financial plans.
7 units of study:
Unit 1: Legal & Other Requirements
Unit 2: The Fact Finding Interview
Unit 3: Formatting the Plan
Unit 4: Making Product Recommendations
Unit 5: Writing the Statement of Advice
Unit 6: Presenting & Reviewing the SoA
Unit 7: Case Study
PS146 Training Australia is committed to the quality delivery and assessment of RG146 / PS146 training courses that lead to the Diploma of Financial Services (Financial Planning).
This qualification is provided by Mentor Asset Management Pty Ltd which is a Registered Training Organisation (RTO # 21683) and is registered in Victoria through the Victorian Qualifications Authority. This course is an ASIC approved course delivered in 8 days* and is listed on the ASIC Training Register. In addition, students will have 2 months to complete one (1) external assessment which is to formulate and deliver a Statement of Advice (SOA). The use of software to complete the SOA activity is permitted.