Management and commerce · AQF Level 6
Advanced Diploma of Paraplanning
FNS60920
Course overview
Advanced Diploma of Paraplanning (FNS60920) is an AQF level 6 course in Management and commerce. This page lists who teaches it. You can compare the fee, the place, how you study, and how to get in.
5 providers list this course in NSW and VIC.
Entry requirements are set by each provider. They can include past study, an English level, work experience, or an interview. Open a listing to see the length, the fee, the campus, and how to ask that provider.
Each provider sets the fee for Advanced Diploma of Paraplanning. A listing can show a local price, an overseas price, or both. A funded or fee-free place is there only when that provider offers one. It can depend on where you live and what you have studied before.
Filter by state, study mode, and funding. Then sort by rating, fee, length, or name. Open a listing to see the campus and how to ask about Advanced Diploma of Paraplanning.
What you'll learn
The study plan includes Record and implement client instructions, Develop financial plans, Present and negotiate financial plans, Implement financial plans, Comply with ethical and operational guidelines, legislation and regulations in financial planning, and Conduct financial planning analysis and research.
Career outcomes
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Providers offering this course
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Units of competency in this qualification
Each unit is nationally recognised. Open a unit to see what it covers and which other qualifications include it.
- Unit of competencyCORE
Record and implement client instructions
FNSCUS516
Delivered by RTOsVaries by providerView unit - Unit of competencyCORE
Develop financial plans
FNSFPL614
Delivered by RTOsVaries by providerView unit - Unit of competencyCORE
Present and negotiate financial plans
FNSFPL615
Delivered by RTOsVaries by providerView unit - Unit of competencyCORE
Implement financial plans
FNSFPL616
Delivered by RTOsVaries by providerView unit - Unit of competencyCORE
Comply with ethical and operational guidelines, legislation and regulations in financial planning
FNSFPL621
Delivered by RTOsVaries by providerView unit - Unit of competencyCORE
Conduct financial planning analysis and research
FNSFPL622
Delivered by RTOsVaries by providerView unit - Unit of competencyCORE
Conduct work according to professional practices in the financial services industry
FNSINC411
Delivered by RTOsVaries by providerView unit - Unit of competencyCORE
Conduct financial product research to support product recommendations
FNSINC511
Delivered by RTOsVaries by providerView unit - Unit of competencyCORE
Monitor and review organisational system compliance with legislation and regulations
FNSPRM611
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Interpret compliance requirements
BSBAUD514
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Evaluate and review compliance
BSBAUD515
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Develop and monitor processes for the management of breaches in compliance requirements
BSBAUD516
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Establish and manage compliance management systems
BSBAUD601
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Coordinate workplace information systems
BSBINS402
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Manage organisational customer service
BSBOPS505
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Develop and implement business plans
BSBOPS601
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Establish innovative work environments
BSBSTR501
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Develop workplace policies and procedures for sustainability
BSBSUS511
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Develop and maintain professional relationships in financial services industry
FNSCUS511
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Monitor clients' financial requirements
FNSCUS512
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Determine client financial requirements and expectations
FNSCUS515
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Identify and develop broking options for clients with complex needs
FNSFMB502
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Identify and develop credit options for clients with special financial circumstances
FNSFMB512
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Comply with financial services regulation and industry codes of practice
FNSFMK505
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Comply with financial services regulation and industry codes of practice
FNSFMK515
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Apply financial product knowledge in the context of the deal transaction cycle
FNSFMK522
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Analyse clients' financial risk
FNSFMK525
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Prepare advice in margin lending
FNSFPL607
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Prepare advice in foreign exchange
FNSFPL608
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Prepare advice in managed investments
FNSFPL609
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Prepare advice in superannuation
FNSFPL610
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Provide technical and professional financial planning guidance
FNSFPL611
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Determine client requirements and expectations in financial planning
FNSFPL612
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Monitor financial plans and provide ongoing service
FNSFPL613
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Prepare advice in derivatives
FNSFPL617
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Prepare advice in securities
FNSFPL618
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Prepare advice in life insurance
FNSFPL619
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Prepare advice in insurance broking
FNSFPL620
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Place client insurances with insurer and confirm insurance cover with clients
FNSIBK413
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Deliver insurance broking services
FNSIBK416
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Review insurance broking service performance
FNSIBK517
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Implement changes to insurance programs of broking clients
FNSIBK518
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Prepare submissions for new insurance broking business
FNSIBK523
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Monitor insurance broking client programs
FNSIBK525
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Identify situations requiring complex ethical decision making
FNSINC503
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Apply ethical frameworks and principles to make and act upon decisions
FNSINC504
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Identify and apply complex ethical decision making to workplace situations
FNSINC513
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Apply ethical frameworks and principles to make and act upon decisions
FNSINC514
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Assess risks
FNSRSK512
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Determine and manage risk exposure strategies
FNSRSK612
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Invest self-managed superannuation fund assets
FNSSMS511
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Manage changes to memberships in self-managed superannuation funds
FNSSMS512
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Manage administration activities of self-managed superannuation funds
FNSSMS513
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Meet self-managed superannuation fund compliance requirements
FNSSMS514
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Support trustees in selecting and monitoring performance of outsourced services
FNSSMS515
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Provide knowledge of retirement planning issues when dealing with superannuation clients
FNSSUP423
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Determine impact of social security entitlements on retirement income
FNSSUP432
Delivered by RTOsVaries by providerView unit - Unit of competencyELECTIVE
Develop and provide knowledge of aged care to superannuation clients
FNSSUP434
Delivered by RTOsVaries by providerView unit
More providers
These providers also list this course. Open a name to see the fee, the campus, and how to apply.
