Financial Planner Courses

Financial Planner Courses

Australian Financial Planner Courses

There are many Financial Planning Courses and Qualifications in the Financial Planning Industry. An overview of the most common Financial Planning Courses and Qualifications is below in ascending from entry level to highly specialised. All Financial Planners on Top 10 Financial Planner hold at minimum the Certified Financial Planner Designation ® along with 5 years experience.

Diploma of Financial Planning

The Diploma of Financial Planning is an entry level qualification for individuals starting a career in financial planning. The course structure enables you to undertake core and elective subjects that deliver technical knowledge and adviser skills leading to ASIC RG146 compliance across a range of knowledge areas.

Source: kaplanprofessional.edu.au

Advanced Diploma of Financial Planning

The Advanced Diploma of Financial Planning builds upon the competencies gained in the Diploma and/or Tier 1 product training to develop the technical knowledge relevant to more complex advice scenarios. This qualification focuses on the development of the skills you need to build client centric relationships and create customer value.

Source: kaplanprofessional.edu.au

Bachelor of Financial Planning

Many universities are now running financial planning courses or specialisations. The majority of the Bachelor level courses are equivalent to the Advanced Diploma of Financial Planning and also meet requirements of RG146/PS146. If you intend to enrol in a University Financial Planning Course make sure it is recognised. Most University Bachelor level Financial Planning Courses satisfy the tertiary requirements to enrol in the Certified Financial Planner® Program.

Certified Financial Planner®

CFP® certification is the highest level of certification that a financial planner can achieve, and it is internationally recognised. CFP professionals demonstrate their commitment to excellence in financial planning by meeting initial and ongoing competency, ethics and practice standards and agreeing to abide by the standards laid out in the FPA’s Code of Professional Practice.

Globally, over 140,000 professional financial planners now hold the CFP designation. This includes the 5,500 strong community of CFP professionals in Australia who proudly fly the flag for the gold standard in financial planning.

In order to enrol in the Certified Financial Planner® Program all candidates must hold an approved Bachelors Degree (i.e. Tertiary Education) on top of practical on the job experience.

Source: fpa.asn.au

SPAA – SMSF Professionals’ Association of Australia Limited

SPAA is recognised as the peak body for professional advisors and the leading association within the SMSF industry in Australia. SPAA members deliver integrated financial services and include professionals from the following industry groups; accountants, auditors, financial planners, lawyers, risk providers, actuaries, administrators and educators. SPAA represents professionals that provide advice in the highly complex area of self-managed superannuation funds.

SPAA’s focus is to raise the standard of advice provided by professionals within the SMSF Industry. SPAA is committed to enhancing education among SMSF professionals to assist them in their advisory capacity and to ensure that they work within the regulatory framework. SPAA’s membership and specialist accreditation makes the job of managing and advising to SMSF’s a lot simpler.

SPAA is committed to raising industry standards, promoting best practice and looking after the needs of SMSF professionals who practice within all professional affiliations or memberships. Becoming a SMSF Specialist Advisor™ (SSA™) or SMSF Specialist Auditor™ (SSAud®) means our members are recognised as practitioners of choice by SMSF consumers.” ​

Source: http://www.spaa.asn.au/about-spaa/about.aspx

Australian Financial Planner Courses

When it comes to financial planning, there are many courses and qualifications required in the industry. There are different levels in the Financial Planning Industry, from entry to highly specialized levels for the most popular courses in financial planning. For you to be a top financial planner, you need to have a minimum certification of a Financial Planner Designation and at least 5 years of experience in the industry.

Diploma of Financial Planning

This is an entry-level qualification required for anyone venturing into financial planning as a career. The Diploma of Financial Planning course structure exposes you to vital and very elective subjects which are vital in your study. The exposure gives you technical knowledge and equips you with adviser skills that make you compliant with ASIC RG146 across a variety of knowledge scopes.

Advanced Diploma of Financial Planning

This course advances upon the competencies achieved in Diploma and/ or Tier 1 product training for better skills and knowledge. The course is meant to build up technical comprehension, which is paramount in more complex situations. Once you qualify in this course, you acquire more developed skills which are necessary for creating customer value and in building your client-centric relationships.

Bachelor of Financial Planning

There are many universities offering financial planning specializations and courses, such as the Bachelor of Financial Planning course. Most of these Bachelor level courses are equal to the Advanced Diploma of Financial Planning, and they meet all the requirements of RG146/PS146. The majority of these university Bachelor level courses meet the tertiary requirements for enrollment in the Certified Financial Planner Program. If you are planning to enrol for a Bachelor of Financial Planning course in a university, ensure that the university is recognized first to ensure your certification will be valid.

Certified Financial Planner®

This is the highest level of certification in the Financial Planning Industry. Certified Financial Planning (CFP) means that you have international recognition as a financial planner and a professional in the industry. Financial planners with CFP certification are required to show excellence and commitment in financial planning by being competent and adhering to the initial and ongoing ethics, abiding by the laid out standards as per the FPA Code of Professional Practice.

According to research, there are 140,000 professional financial planners holding the CPF accreditation in the world. This number is inclusive of a strong community of 5,500 CFP professionals in Australia who have achieved a gold standard in the Financial Planning Industry. All candidates interested in enrolling in the Certified Financial Planner Program are required to have tertiary education like a Bachelor’s Degree in addition to the practical job experience requirement.

SPAA- SMSF Professionals’ Association of Australia Limited

This course has gained recognition as a leading association and a top body for the SMSF industry in Australia. Members of the SPAA industry are expected to deliver incorporated financial services, and they are inclusive of professionals in other industry groups like auditors, accountants, educators, administrators, actuaries, and financial planners alike. SPAA is a representation of professionals who offer advice in the most complex area of self-managed superannuation capital. SPAA aims to raise the industry standards to promote better practice while looking after the needs of SMSF professionals practising within all memberships, giving you recognition by SMSF consumers as a Specialist Advisor.
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