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Diploma of Financial Services (Financial Planning)

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Course Name DFS (FP)
Course Title Diploma of Financial Services (Financial Planning)
Duration 9 days*

Diploma of Financial Services overview

The Diploma of Financial Services (Financial Planning) can be obtained by completing each of the RG146 / PS146 Training Courses in the simple ‘four step process’.

PS146 Training Australia specialises in providing skill based courses, facilitated by practicing experienced financial planners in small classes, Australia-wide. However, this course offers more than just RG146 / PS146 compliance training. It is designed to engage and challenge participants so that they have the skills to apply the knowledge gained in the workplace.

Upon successful completion of the 9 day intensive education program (conducted in two blocks of 4 days*), you will attain the Diploma of Financial Services (Financial Planning) which grants you RG146 / PS146 competency to provide personal advice in the related areas.

Four RG146 / PS146 training courses...

...that allow you to provide
personal advice...

The fourth course will allow you to provide personal advice on property ownership structures, listed property trusts, managed investments schemes, shares and fixed interest products.

The third course enables you to provide personal advice on personal and business superannuation, retirement income stream products, pensions, roll-overs and annuities.

The second course will allow you to provide personal advice to clients on suitable income protection, life insurance, business overheads and trauma insurance.

The first course sets the foundation by teaching you the financial planning process, which will be reinforced in each of the subsequent RG146 / PS146 Training Courses.

...and obtain your Diploma of Financial Services (Financial Planning)

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 and is listed on the ASIC Training Register.