This course covers the introductory requirements for providing Financial Planning advice (RG146 compliant). It is essential that this course be completed prior to the other Financial Planning courses lthat are listed.

This course provides an excellent grounding in understanding areas relating to needs analysis, risk profiling, strategy research, product research, asset allocation, plan creation and presentation and providing ongoing service to clients.

Financial Planning is a growth area. Completion of all required modules in this and associated financial planning courses will enable you to become a fully qualified Financial Planner, able to give both general and personal advice on the relevant financial products.

Competency Units
FNSICGEN301A Communicate in the workplace
FNSICGEN302A Use technology in the workplace
FNSICGEN304A Apply health and safety practices in the workplace
FNSICIND401A Apply principles of professional practice to work in the financial services industry
FNSFPLN501A Comply with financial planning practice ethical and operational guidelines and regulations
FNSFPLN502A Conduct financial planning analysis and research
FNSFPLN503A Develop and prepare financial plan
FNSFPLN504A Implement financial plan
FNSFPLN505A Review financial plan and provide ongoing service
FNSFPLN506A Meet with client to determine client requirements and expectations
FNSFPLN507A Provide financial planning advice
FNSASIC503ZA Provide advice in financial planning