Advanced Diploma of Paraplanning
FNS60920
Monarch Institute in VIC offers Advanced Diploma of Paraplanning (FNS60920), a nationally recognised AQF Level 6 qualification.
Monarch Institute
Tier 2Private RTO · VIC
4.4· 183 reviews
Domestic fee · Full qualification
- ATAR requirement
- No ATAR — entry by application
Career outcome
Mapped ANZSCO occupation
- Financial Investment Advisers and ManagersANZSCO 2223
- Financial Investment AdviserANZSCO 222311
Subjects & units of competency
9 core units · 49 electives available
Each unit is nationally recognised. Open a unit to see what it covers and which other qualifications include it.
Core units
· All core units must be completed- FNSCUS516
Record and implement client instructions
CORE - FNSFPL614
Develop financial plans
CORE - FNSFPL615
Present and negotiate financial plans
CORE - FNSFPL616
Implement financial plans
CORE - FNSFPL621
Comply with ethical and operational guidelines, legislation and regulations in financial planning
CORE - FNSFPL622
Conduct financial planning analysis and research
CORE - FNSINC411
Conduct work according to professional practices in the financial services industry
CORE - FNSINC511
Conduct financial product research to support product recommendations
CORE - FNSPRM611
Monitor and review organisational system compliance with legislation and regulations
CORE
Group Electives
· select units from this group to complete the qualification- BSBAUD514
Interpret compliance requirements
ELECTIVE - BSBAUD515
Evaluate and review compliance
ELECTIVE - BSBAUD516
Develop and monitor processes for the management of breaches in compliance requirements
ELECTIVE - BSBAUD601
Establish and manage compliance management systems
ELECTIVE - BSBINS402
Coordinate workplace information systems
ELECTIVE - BSBOPS505
Manage organisational customer service
ELECTIVE - BSBOPS601
Develop and implement business plans
ELECTIVE - BSBSTR501
Establish innovative work environments
ELECTIVE - BSBSUS511
Develop workplace policies and procedures for sustainability
ELECTIVE - FNSCUS511
Develop and maintain professional relationships in financial services industry
ELECTIVE - FNSCUS512
Monitor clients' financial requirements
ELECTIVE - FNSCUS515
Determine client financial requirements and expectations
ELECTIVE - FNSFMB502
Identify and develop broking options for clients with complex needs
ELECTIVE - FNSFMB512
Identify and develop credit options for clients with special financial circumstances
ELECTIVE - FNSFMK505
Comply with financial services regulation and industry codes of practice
ELECTIVE - FNSFMK515
Comply with financial services regulation and industry codes of practice
ELECTIVE - FNSFMK522
Apply financial product knowledge in the context of the deal transaction cycle
ELECTIVE - FNSFMK525
Analyse clients' financial risk
ELECTIVE - FNSFPL607
Prepare advice in margin lending
ELECTIVE - FNSFPL608
Prepare advice in foreign exchange
ELECTIVE - FNSFPL609
Prepare advice in managed investments
ELECTIVE - FNSFPL610
Prepare advice in superannuation
ELECTIVE - FNSFPL611
Provide technical and professional financial planning guidance
ELECTIVE - FNSFPL612
Determine client requirements and expectations in financial planning
ELECTIVE - FNSFPL613
Monitor financial plans and provide ongoing service
ELECTIVE - FNSFPL617
Prepare advice in derivatives
ELECTIVE - FNSFPL618
Prepare advice in securities
ELECTIVE - FNSFPL619
Prepare advice in life insurance
ELECTIVE - FNSFPL620
Prepare advice in insurance broking
ELECTIVE - FNSIBK413
Place client insurances with insurer and confirm insurance cover with clients
ELECTIVE - FNSIBK416
Deliver insurance broking services
ELECTIVE - FNSIBK517
Review insurance broking service performance
ELECTIVE - FNSIBK518
Implement changes to insurance programs of broking clients
ELECTIVE - FNSIBK523
Prepare submissions for new insurance broking business
ELECTIVE - FNSIBK525
Monitor insurance broking client programs
ELECTIVE - FNSINC503
Identify situations requiring complex ethical decision making
ELECTIVE - FNSINC504
Apply ethical frameworks and principles to make and act upon decisions
ELECTIVE - FNSINC513
Identify and apply complex ethical decision making to workplace situations
ELECTIVE - FNSINC514
Apply ethical frameworks and principles to make and act upon decisions
ELECTIVE - FNSRSK512
Assess risks
ELECTIVE - FNSRSK612
Determine and manage risk exposure strategies
ELECTIVE - FNSSMS511
Invest self-managed superannuation fund assets
ELECTIVE - FNSSMS512
Manage changes to memberships in self-managed superannuation funds
ELECTIVE - FNSSMS513
Manage administration activities of self-managed superannuation funds
ELECTIVE - FNSSMS514
Meet self-managed superannuation fund compliance requirements
ELECTIVE - FNSSMS515
Support trustees in selecting and monitoring performance of outsourced services
ELECTIVE - FNSSUP423
Provide knowledge of retirement planning issues when dealing with superannuation clients
ELECTIVE - FNSSUP432
Determine impact of social security entitlements on retirement income
ELECTIVE - FNSSUP434
Develop and provide knowledge of aged care to superannuation clients
ELECTIVE
