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Advanced Diploma of Financial Planning
FNS60410
Increase Your Financial Expertise
Complex financial needs such as estate planning and taxation require a financial planner with advanced knowledge and skills.
This nationally recognised qualification adds depth and credibility to your financial expertise, enabling you to address a greater range of client needs.
Offered by financial services education leader Kaplan Professional, this self-paced course is developed and delivered by industry experts, keeping you up-to-date with the latest trends and practices.
Quick Course Guide
- Qualification
- Advanced Diploma
- Enrolment dates
- Enrol anytime - start now!
- Study time
- Self-paced. Maximum time for course completion: 2 years
- Pre-requisites
- Diploma of Financial Planning
- Delivery method
- Distance education + optional workshops
- Course materials
- All course materials are provided
- Delivered by
- Kaplan Professional Education
- Assessment
- Projects + exams
Enhance Your Knowledge to Better Serve Clients
Developed for experienced financial professionals, the Advanced Diploma of Financial Planning extends your knowledge of financial planning and advisory services, including:
- accumulating wealth
- tax strategies
- estate planning
- writing a statement of advice
You'll increase your knowledge of the critical components of financial planning and advisory services, and gain advanced skills needed to examine more complex financial planning strategies and client scenarios.
Use your qualification to provide a greater level of service to your clients - or as a pathway to further education.
Course Subjects
- Taxation and Estate Planning
- Complex Financial Planning
- Professional Adviser
- Investment Products (if not covered in Diploma of Financial Planning)
What You'll Learn
Upon completion of this financial planning course, you'll:
- understand Australian taxation laws to develop appropriate tax strategies
- understand financial planning in relation to estate planning issues
- be able to write a comprehensive statement of advice for clients
- understand client engagement and building a financial planning role and business
- improve your eligibility towards entering the Certified Financial Planner (CFP) program with the Financial Planning Association of Australia (FPA)
Flexible Course Delivery
Kaplan Professional Education (Kaplan) courses are designed to be flexible, so you can achieve your ideal work / study / life balance.
Self-study Details
Enrol in and start the Advanced Diploma of Financial Planning anytime. All materials and resources are included. First Projects submissions and first exam sit are to be completed no later than 12 weeks from subject commencement, while project resubmissions and exam resits are to be completed within 16 weeks of subject commencement.
Optional Focus Sessions (Intensive Workshops)
Complement your self-study with Kaplan's intensive face-to-face workshops - ideal if you prefer a more structured learning environment. Each subject has two days of workshops, which run continuously throughout the year.
What's Included
Whichever study method you choose, you receive:
- all course materials
- additional learning resources
- topic review quizzes
- online technical support
Benefits of Workshops
- Led by industry leaders - benefit from their expertise and insight
- Receive valuable assignment preparation guidance
- Receive advice on exam techniques
- Network with other students
About Kaplan Professional Education (Kaplan)
Kaplan is a leading provider of financial services education and training in Australia. Globally renowned for high-quality courses, Kaplan is focused on lifelong learning and providing you with the education required to break into and get ahead in the financial services industry.
Planned and delivered by leading industry practitioners, Kaplan courses are nationally recognised, career-relevant and practical.
Get Started Now!
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