The Diploma of Financial Planning is widely considered the 'minimum entry requirement' for students entering the financial services industry. In line with Regulatory Guide 146 (RG 146), it is a requirement of the corporate regulator that financial planners complete the minimum skills and knowledge components of the Diploma of Financial Planning before receiving authorisation to provide personal advice in the areas of investment planning, superannuation and insurance with consideration for the client's needs and risk profile. Students will learn how to conduct financial planning analysis and research while complying with financial planning practice ethical and operational guidelines and regulations.
Entry requirements for the 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 Diploma of Financial Planning will prepare you for the following roles.
A Financial Advisor develops strategies to help clients reach their financial goals. You might work with individual clients, small businesses or la...
A Paraplanner performs a range of duties at a financial planning practice. You might assist colleagues with gathering information and collecting pa...
A Client Services Officer provides support and assistance to clients, ensuring their needs are met and enhancing their overall experience. You migh...
Their responsibilities typically include processing financial transactions, maintaining accurate client records, handling correspondence, preparing...
An Insurance Broker arranges insurance policies for clients. You’ll discuss available policy options and assist clients to decide which type of ins...
Compare all providers for the Diploma of Financial Planning available in your area to find the right fit for you.
