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 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 Diploma of Financial Planning course will introduce potential Financial Advisers to the financial planning process and equip you with the technical skills and knowledge required to:

• engage effectively with a broad client base, identify various financial planning needs and risk profiles and the different strategies they require
• provide financial planning advice to meet the objectives of retail clients in the areas of insurance, investment and superannuation

Who Should Enrol?

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

• wanting to enter or re-enter the financial planning industry and require the minimum qualification to provide advice to retail clients
• working within the financial services industry (in a non-advice providing capacity) and looking to improve your overall knowledge of the financial planning process, with the view to upgrading your existing skills or transferring to career as a financial adviser

Prerequisite Knowledge

There are no prerequisites for enrolling in the Diploma of Financial Planning, however it is recommended that entrants have a strong grasp of literacy and numeracy, and undertake the first course of the Diploma (DFS 1) prior to commencing any of the subsequent courses (DFS 2-4).

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.

Assessment

Our courses are designed to provide skill-based learning outcomes. Assessment activities for the Diploma of Financial Planning include multiple-choice questions undertaken online or during workshop classes, short answer responses to assignments, practical case studies, development of a Statement of Advice and role-plays (work place simulation).