RG146 Advanced Diploma of Financial Services

Advanced Diploma of Financial Planning

The Advanced Diploma of Financial Planning is fast becoming the default qualification for the financial planning profession.

Most leading Australian Dealer Groups recognise that advisers holding the Advanced Diploma are equipped with the skills and knowledge to deliver quality advice outcomes to discerning clients with complex needs in the areas of taxation planning, estate planning and advanced investment planning. RG146 Advanced Diploma of Financial Planning Course

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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 required to conduct themselves professionally as an authorised representative.

With a RG146 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.

What do employers say about RG146?

“RG146 Training Australia 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 RG146 graduates have what is takes to provide our clients with sound and accurate advice.” Charles Cavallaro, Professional Development Coordinator, Asgard, Securitor, St George

Course Outcome

The Advanced Diploma of Financial Planning will provide you with:

Professional Development

Graduates of the Advanced Diploma of Financial Planning will earn 52 CPD points from the AFA or 34.75 CPD points from the FPA.

Assessment for CPD points is undertaken via our online professional development portal, CPD Central. This value-added feature of the Advanced Diploma program allows you to undertake practice questions (that count towards CPD) prior to formal qualification assessment.

Who Should Enrol?

You should enrol if you are:

Prerequisite Knowledge

The Diploma of Financial Planning (FNS50610) or equivalent is required to be completed before a student can enrol into the Advanced Diploma.

Study Options

Being a quality educator in the financial services industry, we recognise that you have other commitments. To help you access the right resources and expertise to balance work/life/study and achieve your career goals, we have designed a range of flexible study options.

DISTANCE LEARNING

Self-paced learning provides you:

  • Flexibility to study online wherever and whenever you like.
  • Access by telephone and email to an experienced facilitator and financial planner, between 9am – 5pm Monday to Friday, to receive timely support and feedback.
  • All learning resources needed. No hidden costs.

WORKSHOP COURSE

Supplementing your distance learning study with face-to-face classroom courses is the fastest way to achieve your qualification.
Facilitator-led classroom courses provide you:

  • Six workshop days conducted over 4 x one and a half day sessions, with public courses scheduled in all major cities.
  • Professional facilitators skilled at making the workshop experience interactive by incorporating real life examples to your stimulate interest.
  • All learning resources provided, including hard-copy study material.

STRATEGY PLANNING WORKSHOP

With RG146’s strategy planning option, you can learn how leading financial practitioners construct a complex Financial Plan.
Attend a full-day facilitated Strategy Planning Workshop to support your distance learning study and you will:

  • Receive assistance to plan and prepare the assignment.
  • Understand the key concepts of the case study.
  • Learn how to develop the framework necessary to construct a complex SoA using the research techniques and recommended templates.
  • Taking the first steps towards turning your SoA into a client-winning marketing document.

Assessment

We have designed our assessment activities in line with best practice standards to help you deliver quality advice outcomes to your clients.
Assessment activities include examination, short answer tasks, assignments and the development and presentation of a complex Financial Plan.

To support your study, you will receive:

  1. Opportunity to do an online knowledge gap assessment, to recognise what areas you already know and identify what gaps exist to better target your study and reassessment requirements.
  2. Flexibility to undertake multiple-choice questions assessment online – wherever and whenever you like.
  3. Three attempts to pass each assessment.
  4. Ten months to complete the qualification (time extensions available upon application).
  5. Access to X-Plan if required to help you prepare the SoA (monthly license fee applicable).
  6. Access to telephone and email support when you need it.

Course Outline

ADFP 1 - 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

ADFP 2 - 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

ADFP 3 - Advanced Investments
  • Risk and Return
  • Moving Between Asset Classes
  • Measuring Market Risk
  • International Diversification
  • Forecasting Exchange Rates
  • The Efficient Market Hypothesis
  • Implications of the Efficient Market Hypothesis
  • Evidence of Market Inefficiency
  • Alternative Investments
  • Research Products
  • Foreign Exchange

ADFP 4 - Advanced 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

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, RG146 Training Australia 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. Access to a formal mentoring program.
  2. Complimentary subscription to industry news and events.
  3. Preferential pricing on elective specialist knowledge subjects.

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.

Course Pricing

Online Learning

  • Fully supported
  • Self-Paced, start any time
  • Online  program – iPad optimised
  • Up to 52 CPD points – as you learn
  • Individual subjects from $280

was $1,720.00
Earlybird $1,560.00

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6-day Workshop

  • Fully interactive learning
  • Experienced facilitators
  • Hard copy learning material
  • In-house workshops available
  • Individual subjects from $595

was $3,810.00
Earlybird $2,795.00

Enrol Now

Enrol Now

To take the next step along your professional pathway email learn@rg146.edu.au | 1300 306 146

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