Consumer Research Advanced Diploma of Financial Services (FP)
The 8-day* Advanced Diploma of Financial Services (Financial Planning) can be obtained by successfully completing the skill-based activities undertaken throughout each of the four RG 146 / PS 146 training courses.
The Advanced Diploma of Financial Services (Financial Planning) is a requirement of the AFA’s Education Pathway for advanced standing). An increasing number of Dealer Groups, also require their financial advisers to have the full advanced diploma because they want them to be qualified to provide personal financial advice to retail clients in relation to estate planning, taxation planning, investment planning and complex financial planning.
The AFA’s Education Partner, RG 146 Training Australia specialises in providing skill-based courses, which can be undertaken by self-paced Distance Education or a blended solution of Distance Education and Workshops (2 days per course). All courses are facilitated by experienced educators and practitioners and Workshops can be delivered to small groups of students in all capital main cities.
Successfully completing the following four training courses will enable you to achieve advanced industry standing along the AFA Education Pathway …
Successful completion of the final Course (ADFS 4) will qualify You to conduct complex financial planning research, determine complex client needs, provide comprehensive monitoring and implement innovate financial plans.
The third Course (ADFS 3) enables You to provide personal advice in relation to portfolio construction, risk and return, diversification, investment styles, research and disclosure.
The second Course (ADFS 2) will qualify You to provide personal advice to clients on estate planning, succession planning and key man insurance.
The first Course (ADFS 1) will qualify You to provide personal advice to clients on taxation planning, including Income Tax, FBT, PAYG, HEC, Income, CGT, Retirement Planning, Deductions and Personal Tax Planning.
… and obtain your Advanced Diploma of Financial Services (Financial Planning).
Upon successful completion of this education program, you will attain the Advanced Diploma of Financial Services (Financial Planning) which grants you RG 146 / PS 146 competency to provide personal advice in the above related areas.
The AFA supports a number of education providers in the area of RG 146 training, the key issues for students to think about are
- the modes of education delivery
- the experience of the educators and facilitators
- the price of the course
- and the students' experience
RG 146 Training Australia is a platinum partner of the AFA and our education partner for the development of the FChFP education program. to find out more about courses offered by RG 146 Training Australia click here to find out about other education providers click here.
