DIPLOMAOF FINANCIALPLANNING VET FEE HELP COURSE PROFILE: FNS50611 DURATION: 6 Months RTO No.: 91437 This course will allow students to develop the knowledge and skills required to work in the financial services industry. Students will be able to design recommendaons on insurance policies, strategically plan superannuaon and rerement, as well as design recommendaons on common investment products. Subject Code Unit of Competency Meeng Customer’s Expectaons Determine client requirements and expectaons BSBITU402A Compliance & Professionalism Prepare Financial Plan Research and Analyse Financial Plan Insurance, Risk and Superannuaon Record and implement client instrucons Develop and use complex spreadsheets FNSIAD501A FNSASICT503A Product and Advice Investment Lending Provide appropriate services, advice and products to clients Provide advice in managed investments COLLEGE: AIPE FNSFPL506A FNSCUS506A FNSFPL501A FNSINC401A Comply with financial planning pracce ethical and operaonalguidelines and regulaons Apply principles of professional pracce to work in the financials services industry FNSFPL503A FNSFPL504A Develop and prepare financial plan Implement financial plan FNSINC501A FNSFPL502A FNSASICU503A FNSASICX503A Conduct product research to support recommendaons Provide advice in superannuaon Conduct financial planning analysis and research Provide advice in life insurance Please note: the table represents sample units of competency and order of delivery. While the core subjects will always be delivered for this qualificaon, the elecves are subject to change as per the Training Package guidelines and the order of delivery may vary. 1300 66 00 65 Address: Suite 6 / 96-98 Wigram Street Harris Park, NSW 2150 Fax: 1300 98 37 95 Email: [email protected] www.onlinestudypathway.com.au Disclaimer: RIMT PTY LTD T/A Online Study Pathway Australia (OSPA) ABN: 52 601 958 427 is acting as facilitator between Student & Registered Training organisation in providing educational services. OSPA is not an education provider. When we provide information to learners on our training providers and their particular courses, we do so in our capacity as facilitator. Information provided is for general guidance only. While the data on this website is meant to be of general assistance; it is not- intended as providing professional advice to any person. Dependence on the information provided is solely at your risk. Please view our terms and conditions for details about the services we deliver. Australia Implement and Review Financial Plan FNSASICZ503A FNSFPL505A Provide advice in financial planning Review financial plans and provide ongoing service Financial Planner Securies and Managed Investments On successful compleon of this course, a student should be able to perform the dues of: Subjects