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Advanced Diploma of Financial Services (Financial Planning) (FNS60404)

The completion of the Diploma of Financial Services (Financial Planning) is a pre‐requisite for completion of the Advanced Diploma of Financial Services (Financial Planning) ‐ ADFS (FP).

To obtain the ADFS (FP), students must complete the four courses below and a skills assessment.

1. Taxation Planning (ADFS 1)
2. Estate Planning (ADFS 2)
3. Investment Planning (ADFS 3)
4. Advanced Financial Planning Advice (ADFS 4)

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Taxation Planning

Taxation Planning is designed to provide financial planners with an understanding of Australian Taxation
Law as well as help them to develop appropriate tax strategies.

Course Areas:

  • Overview of taxation
  • Income
  • Capital gains tax
  • Deductions
  • Tax offsets and social security
  • Personal tax planning and administration of the tax system

Assessment

To complete the course successfully, the participant must satisfy the following assessment criteria:

  • Successful completion of SoA
  • Multiple‐choice Questions
  • Short Answer Questions

Estate Planning

Estate Planning addresses the financial planning issues following death.

Course Subject Areas:

  • Estate planning in context
  • Wills, powers of attorney, guardianship
  • Ownership of assets and passing of assets
  • Administration of an estate
  • Trusts
  • Taxation of an estate
  • Capital gains tax
  • Business succession planning
  • Other estate planning issues

Assessment

To complete the course successfully, the participant must satisfy the following assessment
criteria:

  • Successful completion of SoA
  • Multiple‐choice Questions
  • Short Answer Questions

Investment Planning

Investment Planning builds on the Investments course in the Diploma of Financial Services (Financial Planning) and explores in greater detail the theoretical concepts behind investing, including financial statements, portfolio theory and international investments.

Course Subject:

  • Applying an understanding of risk to portfolio construction
  • Portfolio theory and measurement
  • Efficient market theory
  • Investment styles and strategies
  • Research data and their application
  • International investment
  • Financial statements and disclosure

Assessment

To complete the course successfully, the participant must satisfy the following assessment
criteria:

  • Successful completion of SoA
  • Multiple‐choice Questions
  • Short Answer Questions

Advanced Financial Planning Advice

This course allows you to deliver to retail clients personal advice on conducting complex financial planning research, determine complex client needs, provide comprehensive monitoring and implement innovate financial plans.

Course Modules:

  • An introduction to statement of advice construction and review
  • The client relationship
  • Gathering data and identifying goals and objectives
  • Identifying financial issues
  • Preparing recommendations
  • Writing the statement of advice
  • Statement of advice, implementing the plan
  • Reviewing and revising the plan

Assessment

To complete the course, the participant must satisfy the following assessment criteria:

  • Successful completion of SoA
  • Multiple‐choice Questions
  • Short Answer Questions