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Financial Advice (DFS1)

Insurance (DFS2)  »
1 out of 4 courses towards your Diploma of Financial Services (Financial Planning)

Course name:

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Financial Advice

3 days *

 

Financial Advice Course overview

The first course (DFS 1) sets the foundation by teaching the financial advice process, which is reinforced in each of the subsequent Diploma of Fiancial Services Courses.

Financial Advice - DFS 1

 Unit 1: Industry Requirements
Unit 2: Regulatory Requirements
Unit 3: Organisational requirements
Unit 4: Advisory Process
Unit 5: Financial Advising Skills

Financial Advice Course assessment

Upon enrolment, you will receive a Course manual which includes three types of content that form the requirements to successfully complete this course:

  1. General Content;
  2. Reference Material; and
  3. Assessment Material.

Prior to attending the face-to-face workshop you will need to complete the Required Reading which includes the reading, re-reading and analysis of the General Content, Reference Material and Assessment Material.

The face-to-face Workshop is a skill-based program moderated by a Facilitator qualified to deliver and assess Student’s knowledge and skills and assist students in developing responses to activities in a group setting. Activity questions include case studies, role-plays, short answer and multiple choice questions to provide skill-based learning outcomes.

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