Advanced Diploma of Paraplanning
FNS60920
Monarch Institute in VIC offers Advanced Diploma of Paraplanning (FNS60920), a nationally recognised AQF Level 6 qualification.
Monarch Institute
Unclaimed listingPrivate RTO · RTO 22530
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Course details · domestic students
Government data
- Qualification level
- AQF Level 6
Entry requirements and how you'll study
Monarch Institute offers Advanced Diploma of Paraplanning in VIC.
The price on this page is what Monarch Institute has published for Advanced Diploma of Paraplanning. It may be a local fee, an overseas fee, or a funded amount. Books, exams, and a funded place can cost more, so ask what you would pay.
Entry requirements
Monarch Institute has not listed entry rules for Advanced Diploma of Paraplanning. Ask them about past study, English, and any interview before you apply.
Use enquire to ask Monarch Institute about start dates, study mode, and how to get into 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. Open a unit to see what it covers.
What you'll learn
9 core units · 49 electives available
Core units
· All core units must be completed- FNSCUS516Record and implement client instructionsCORE
- FNSFPL614Develop financial plansCORE
- FNSFPL615Present and negotiate financial plansCORE
- FNSFPL616Implement financial plansCORE
- FNSFPL621Comply with ethical and operational guidelines, legislation and regulations in financial planningCORE
- FNSFPL622Conduct financial planning analysis and researchCORE
- FNSINC411Conduct work according to professional practices in the financial services industryCORE
- FNSINC511Conduct financial product research to support product recommendationsCORE
- FNSPRM611Monitor and review organisational system compliance with legislation and regulationsCORE
Group Electives
· select units from this group to complete the qualification- BSBAUD514Interpret compliance requirementsELECTIVE
- BSBAUD515Evaluate and review complianceELECTIVE
- BSBAUD516Develop and monitor processes for the management of breaches in compliance requirementsELECTIVE
- BSBAUD601Establish and manage compliance management systemsELECTIVE
- BSBINS402Coordinate workplace information systemsELECTIVE
- BSBOPS505Manage organisational customer serviceELECTIVE
- BSBOPS601Develop and implement business plansELECTIVE
- BSBSTR501Establish innovative work environmentsELECTIVE
- BSBSUS511Develop workplace policies and procedures for sustainabilityELECTIVE
- FNSCUS511Develop and maintain professional relationships in financial services industryELECTIVE
- FNSCUS512Monitor clients' financial requirementsELECTIVE
- FNSCUS515Determine client financial requirements and expectationsELECTIVE
- FNSFMB502Identify and develop broking options for clients with complex needsELECTIVE
- FNSFMB512Identify and develop credit options for clients with special financial circumstancesELECTIVE
- FNSFMK505Comply with financial services regulation and industry codes of practiceELECTIVE
- FNSFMK515Comply with financial services regulation and industry codes of practiceELECTIVE
- FNSFMK522Apply financial product knowledge in the context of the deal transaction cycleELECTIVE
- FNSFMK525Analyse clients' financial riskELECTIVE
- FNSFPL607Prepare advice in margin lendingELECTIVE
- FNSFPL608Prepare advice in foreign exchangeELECTIVE
- FNSFPL609Prepare advice in managed investmentsELECTIVE
- FNSFPL610Prepare advice in superannuationELECTIVE
- FNSFPL611Provide technical and professional financial planning guidanceELECTIVE
- FNSFPL612Determine client requirements and expectations in financial planningELECTIVE
- FNSFPL613Monitor financial plans and provide ongoing serviceELECTIVE
- FNSFPL617Prepare advice in derivativesELECTIVE
- FNSFPL618Prepare advice in securitiesELECTIVE
- FNSFPL619Prepare advice in life insuranceELECTIVE
- FNSFPL620Prepare advice in insurance brokingELECTIVE
- FNSIBK413Place client insurances with insurer and confirm insurance cover with clientsELECTIVE
- FNSIBK416Deliver insurance broking servicesELECTIVE
- FNSIBK517Review insurance broking service performanceELECTIVE
- FNSIBK518Implement changes to insurance programs of broking clientsELECTIVE
- FNSIBK523Prepare submissions for new insurance broking businessELECTIVE
- FNSIBK525Monitor insurance broking client programsELECTIVE
- FNSINC503Identify situations requiring complex ethical decision makingELECTIVE
- FNSINC504Apply ethical frameworks and principles to make and act upon decisionsELECTIVE
- FNSINC513Identify and apply complex ethical decision making to workplace situationsELECTIVE
- FNSINC514Apply ethical frameworks and principles to make and act upon decisionsELECTIVE
- FNSRSK512Assess risksELECTIVE
- FNSRSK612Determine and manage risk exposure strategiesELECTIVE
- FNSSMS511Invest self-managed superannuation fund assetsELECTIVE
- FNSSMS512Manage changes to memberships in self-managed superannuation fundsELECTIVE
- FNSSMS513Manage administration activities of self-managed superannuation fundsELECTIVE
- FNSSMS514Meet self-managed superannuation fund compliance requirementsELECTIVE
- FNSSMS515Support trustees in selecting and monitoring performance of outsourced servicesELECTIVE
- FNSSUP423Provide knowledge of retirement planning issues when dealing with superannuation clientsELECTIVE
- FNSSUP432Determine impact of social security entitlements on retirement incomeELECTIVE
- FNSSUP434Develop and provide knowledge of aged care to superannuation clientsELECTIVE
Source: training.gov.au
Where will it lead me?
Career outcomes