RG146 Advanced Diploma of Financial Services

Advanced Diploma of Financial Planning

The Advanced Diploma of Financial Planning FNS60404 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.

Graduates of the Advanced Diploma of Financial Planning FNS60404 course will receive 52 AFA CPD points 34.75 FPA CPD points on completion.

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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 requirements to conduct themselves professionally as an authorised representative. Unfortunately, this can not be said for all training providers.

With a RG146 Training Australia (formerly known as PS146 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.

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

Who Should Enrol?

You should enrol if you are:

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.

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.

Course Outline

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

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. 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.

Course Pricing

If you only intend to inform clients about a product without making a recommendation this is the course for you.

Distance Learning

  • No hidden costs
  • Self-Paced, start any time
  • Online assessment
  • 1300 phone support

$1,890.00

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Workshop

  • No hidden costs
  • Interactive learning
  • Experienced facilitators
  • National Workshops

$3,350.00

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Enrol Now