Consumer Research Diploma of Financial Services (Financial Planning)
The 9-day* 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.
Upon successful completion of the four DFS Courses, You will attain the Diploma of Financial Services (Financial Planning) (DFS) which grants You RG 146 / PS 146 competency to provide personal advice in the related areas. However, this Course offers more than just compliance training. It is designed to engage and challenge participants so that they have the skills to apply the knowledge gained in the workplace.
Four RG 146 / PS 146 training courses that allow you to provide personal advice …
Successful completion of the final Course (DFS 4) enables you to provide personal advice superannuation, retirement income stream products, pensions, roll-overs and annuities.
The third Course (DFS 3) will allow you to provide personal advice on property ownership structures, listed property trusts, managed investments, shares, foreign exchange, derivatives, and fixed interest products.
The second Course (DFS 2) will allow you to provide personal advice to clients on general insurance, income protection, life insurance, business overheads and trauma insurance.
The first Course (DFS 1) sets the foundation by teaching the financial advice process, including provision of general and personal advice, which is reinforced in each of the subsequent DFS Courses.
… and obtain your 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 AFA's FChFP Education Pathway. Learn more about courses offered by RG 146 Training Australia or find out about other education providers.
