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Advanced Diploma of Financial Planning

The Advanced Diploma of Financial Planning (FNS60410) is fast becoming the default qualification for the financial planning industry. Most leading Australian Dealer Groups recognise that advisers holding the Advanced Diploma are equipped with the skills and knowledge to provide personal advice for retail clients with complex needs, such as estate planning, taxation and sophisticated investment planning.

Upon successful completion, graduates will receive 52 AFA CPD points and 34.75 FPA CPD points upon completion.

Focused on your Success

We recognise that employers are increasingly looking for candidates who are aware of the challenges of being a successful financial adviser.

Often a candidate’s Qualification is the only evidence that they possess the technical knowledge and skills requirements to conduct themselves professionally as an authorised representative. Unfortunately, this can not be said for all training providers.

With a RG 146 Training Australia Advanced Diploma of Financial Planning qualification you have confidence in the fact that you will be equipped with the skills and knowledge gained from a credible industry-endorsed program that employs best practice assessment standards, helping you graduate at the leading edge of your chosen field.

Course Outcome

The Advanced Diploma of Financial Planning extends the skills and knowledge advisers have gained from the Diploma of Financial Planning to enable Financial Planners to:

  • provide financial planning advice to meet the objectives of retail clients with complex needs
  • develop a range of strategies in order to deliver a comprehensive financial plan

Who Should Enrol?

You should enrol in the Advanced Diploma of Financial Planning if you are:

  • seeking advanced technical and specialist knowledge, tailored to the needs of the financial planning industry, in line with best practice
  • interested in upgrading your qualifications to build on your valuable experience in the financial services industry
  • have completed the Diploma of Financial Planning

Prerequisite Knowledge

It is recommended that you complete the Diploma of Financial Planning subjects before enrolling in the Advanced Diploma of Financial Planning. The recommended knowledge requirements for the Advanced subjects must be initially satisfied at the Diploma level.

ADFS1 - Taxation

  • Introduction to Taxation Planning
  • Taxation of Income
  • Taxation Offsets
  • Taxation Offsets
  • Capital Gains Tax
  • Allowable Deductions
  • Allowable Deductions
  • Pay As You Go
  • Goods and Services Tax
  • Fringe Benefits Tax
  • Tax Planning

ADFS2 - Estate Planning

  • Introduction to Estate Planning
  • Wills and Probate
  • Intestacy
  • Revoking Wills and Challenging Wills
  • Enduring Power of Attorney
  • Capital Gains Tax
  • Personally Held Assets
  • Assets Held By Trust
  • Taxation of Trust Income
  • Taxation Responsibilities of an Executor
  • Superannuation and Estate Planning
  • Social Security and Estate Planning
  • Business Succession Planning

ADFS3 - Advanced Investment Planning

  • Risk and Return
  • Moving Between Asset Classes
  • Measuring Market Risk
  • International Diversification
  • Forcasting Exchange Rates
  • The Efficient Market Hypothesis
  • Implications of the Efficient Market Hypothesis
  • Evidence of Market Inefficiency
  • Alternative Investments
  • Research Products

ADFS4 - Financial Planning

  • Legal & Other Requirements
  • The Fact Finding Interview
  • Formatting the Plan
  • Making Product Recommendations
  • Writing the Statement of Advice
  • Presenting & Reviewing the SOA
  • Case Study

Career Pathway Program

Career Pathway Program

Being a quality educator in the financial services industry, we recognise the important contribution that industry peers can make in your ongoing professional development. To help our students access the right resources and expertise to maximise their potential in the financial services industry, Mentor has teamed up with Australia’s leading industry bodies to design a comprehensive suite of career-building tools for Diploma of Financial Planning and Advanced Diploma of Financial Planning students, called the ‘Career Pathway Program’

Benefits include:

  1. developing your skills and knowledge with 12-month FREE professional development subscription, valued at $360
  2. guaranteed acceptance into the profession with FREE association membership;
  3. job networking opportunities held nationally with prospective employers;
  4. support from a real community of ‘Career Leaders’ who are there to assist your success
  5. Keep updated with industry news and events

If you’re looking to transition into or advance your existing financial services career, this is an opportunity you can’t afford to miss. If you enrol into the full Diploma of Financial Planning or Advanced Diploma of Financial Planning courses, the Career Pathway Program is FREE.

Assessment

Our courses are designed to provide skill-based learning outcomes. Assessment activities for the Advanced Diploma of Financial Planning include multiple choice questions, short answer assignments, and the development of a Statement of Advice.

Our friendly and experienced team will provide support and assessment feedback as you progress through your studies.

FLEXIBLE DELIVERY OPTIONS: NATION-WIDE

Mentor specialises in providing professional education and training services to you anywhere, any-time. We appreciate that learning needs differ for each individual and organisation, which is why we allow you to select the approach that works best for you.

The Advanced Diploma of Financial Planning is fast becoming the default standard for the Financial Services industry. if you need the skills and knowledge to advise clients with broad and complex needs this is the course for you

Study Online, Workshop or customised In-house Training and start this Monday at 11 am with an Induction Webinar.

Online
  • No hidden costs
  • 13 CPD points/module
  • Online assessment
  • 1300 phone support

$1,560.00

Earlybird Enrolment
was $1,890.00 SAVE!

BONUS: Career Pathway Program

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Workshop
  • No hidden costs
  • Interactive learning
  • 13 CPD points/module
  • National Workshops
  • Hardcopy materials

$2,795.00

Earlybird Enrolment
was $3,145.00 SAVE!

BONUS: Career Pathway Program
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TESTIMONIALS

..Mentor’s assistance with helping me with both Diploma of Financial Planning and the Adv. Diploma of Financial Planning has been fantastic. I really appreciate their guidance and assistance with helping me obtain my qualifications. Your prompt email responses to my queries are also greatly appreciated..

ILinda Pfitzner
Client Service Manager
Leading Australia Bank Financial Planning

..Mentor simply makes our lives easier. Their professional problem-solving approach allows us to focus on other parts of the business;
safe in the knowledge that Mentor graduates have what is takes to provide our clients with sound and accurate advice..

Charles Cavallaro
Professional Development Coordinator
Leading Australian Bank

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