Advanced Diploma of Paraplanning
FNS60920
Business & adminAdvanced DiplomaNationally recognised
Level 6AQF level
12Units to complete
18 months to 2 yearsAQF length guide
3Training providers
Jun 2022Latest release
Source: training.gov.au · AQF
Qualification details and status from training.gov.au, the national register of vocational education (FNS60920, current release). Typical length is the Australian Qualifications Framework volume-of-learning guide for a Advanced Diploma; actual course length varies by provider and recognition of prior learning.More about our sources: How we check our factsOccupations and industries on the national register
Occupations
Loss AdjusterInsurance Advisor
Industries
Insurance
Source: training.gov.au
As listed for FNS60920 on training.gov.au, the national register of vocational education: the occupations and industry areas in the register's own taxonomy, shown exactly as written. They describe the course on the register; they are not a promise of a job or a pay level.More about our sources: How we check our factsWhat you learn
To finish you complete 12 units: 9 core plus 3 electives. Units come from the official list for this course on the national register.
See all 54 units in the official listHide the unit list
BSBAUD514Interpret compliance requirements
BSBAUD515Evaluate and review compliance
BSBAUD516Develop and monitor processes for the management of breaches in compliance requirements
BSBAUD601Establish and manage compliance management systems
BSBINS402Coordinate workplace information systems
BSBOPS505Manage organisational customer service
BSBOPS601Develop and implement business plans
BSBSTR501Establish innovative work environments
BSBSUS511Develop workplace policies and procedures for sustainability
FNSCUS511Develop and maintain professional relationships in financial services industry
FNSCUS512Monitor clients' financial requirements
FNSCUS515Determine client financial requirements and expectations
FNSCUS516Record and implement client instructions
FNSFMB512Identify and develop credit options for clients with special financial circumstances
FNSFMK515Comply with financial services regulation and industry codes of practice
FNSFMK522Apply financial product knowledge in the context of the deal transaction cycle
FNSFMK525Analyse clients' financial risk
FNSFPL607Prepare advice in margin lending
FNSFPL608Prepare advice in foreign exchange
FNSFPL609Prepare advice in managed investments
FNSFPL610Prepare advice in superannuation
FNSFPL611Provide technical and professional financial planning guidance
FNSFPL612Determine client requirements and expectations in financial planning
FNSFPL613Monitor financial plans and provide ongoing service
FNSFPL614Develop financial plans
FNSFPL615Present and negotiate financial plans
FNSFPL616Implement financial plans
FNSFPL617Prepare advice in derivatives
FNSFPL618Prepare advice in securities
FNSFPL619Prepare advice in life insurance
FNSFPL620Prepare advice in insurance broking
FNSFPL621Comply with ethical and operational guidelines, legislation and regulations in financial planning
FNSFPL622Conduct financial planning analysis and research
FNSIBK413Place client insurances with insurer and confirm insurance cover with clients
FNSIBK416Deliver insurance broking services
FNSIBK517Review insurance broking service performance
FNSIBK518Implement changes to insurance programs of broking clients
FNSIBK523Prepare submissions for new insurance broking business
FNSIBK525Monitor insurance broking client programs
FNSINC411Conduct work according to professional practices in the financial services industry
FNSINC511Conduct financial product research to support product recommendations
FNSINC513Identify and apply complex ethical decision making to workplace situations
FNSINC514Apply ethical frameworks and principles to make and act upon decisions
FNSPRM611Monitor and review organisational system compliance with legislation and regulations
FNSRSK512Assess risks
FNSRSK612Determine and manage risk exposure strategies
FNSSMS511Invest self-managed superannuation fund assets
FNSSMS512Manage changes to memberships in self-managed superannuation funds
FNSSMS513Manage administration activities of self-managed superannuation funds
FNSSMS514Meet self-managed superannuation fund compliance requirements
FNSSMS515Support trustees in selecting and monitoring performance of outsourced services
FNSSUP423Provide knowledge of retirement planning issues when dealing with superannuation clients
FNSSUP432Determine impact of social security entitlements on retirement income
FNSSUP434Develop and provide knowledge of aged care to superannuation clients
Source: training.gov.au
Unit list from the FNS60920 unit grid on training.gov.au, the national register of vocational education, current release. Core and elective packaging rules are set by the course; your provider confirms which electives they offer.More about our sources: How we check our factsWho offers it
3 registered training providers can deliver this course. Pick your state to see local providers first, with everyone who can deliver there below. Or search a name. Each arrow opens the provider's page here, which links to their own website.
Providers are listed alphabetically. A listing is not a recommendation or an endorsement, and providers do not pay to appear. Based-in shows each provider's registered head office; most providers deliver online Australia-wide. The → link opens the provider's page on this site, which links to their own website. Contact the provider for current intakes, fees and study modes.