An Advanced Diploma of Financial Planning is suitable for students seeking employment as a financial planner providing advice to clients on financial products and services within the ASIC licensing framework for the sector. This comprehensive course covers taxation planning, estate planning, advanced investment planning as well as general financial planning.
Entry requirements for the Advanced Diploma of Financial Planning vary depending on the institution but generally include completion of Year 12 with a minimum ATAR, VET pathway courses or prior experience.
If you don't meet the standard entry criteria, enquire with a course provider to discuss alternative entry pathways.
Course fees vary depending on the course provider.
The Advanced Diploma of Financial Planning will prepare you for the following roles.
An Investment Advisor provides clients with advice on investment opportunities and services. You’ll discuss customers’ financial goals and determin...
An Asset Manager oversees investment portfolios to maximise returns for clients. You might work in financial institutions, investment firms, or rea...
A Financial Advisor develops strategies to help clients reach their financial goals. You might work with individual clients, small businesses or la...
A Financial Planner offers professional advice to clients on how they might reach their financial goals. You might make recommendations based on yo...
A Financial Analyst interprets financial data and provides recommendations on financial activity. You might look at general financial markets or ex...
A Superannuation Adviser provides specialised guidance on managing and maximising retirement savings. You might work with individuals or businesses...
A Mortgage Broker acts as a liaison between clients hoping to borrow money to purchase property and financial institutions who lend it. You’ll disc...
A Paraplanner performs a range of duties at a financial planning practice. You might assist colleagues with gathering information and collecting pa...
Compare all providers for the Advanced Diploma of Financial Planning available in your area to find the right fit for you.
