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Advanced Diploma of Financial Planning

What does the FNS60415 Advanced Diploma of Financial Planning course involve?

To further your career in the financial services industry, the FNS60415 Advanced Diploma in Financial Planning provides you with more in-depth skill-sets and technical knowledge that will open doors to better job opportunities and career options. Completion of the FNS60415 Advanced Diploma of Financial Planning provides a pathway to a university qualification.

A rewarding qualification

The course has been written by experienced financial planning practitioners and includes many detailed case studies and scenario based worked examples. Rest assured our course is current. We say this confidently because it is peer reviewed by experts and updated regularly. We always ensure the latest cutting-edge financial planning strategies are included – it is as simple as that. Our mission is to ensure the very best learning outcomes for each and every one of our students. Don’t hesitate to call us a call on 1300 738 955 for a discussion about your FNS60415 Advanced Diploma of Financial Planning course needs.

Victorian Government Funding available:

Check your eligibility by CLICKING HERE

Special Benefits:

  • Add the optional Tax (Financial) Adviser module. CLICK HERE for more information.
  • Tax Practitioner Board (TPB) Approved Course
  • Get full credit for your Advanced Diploma of Financial Planning Tax Module (i.e. ADFP Module 3). Call today to enquire.
  • Add our exclusive XPLAN Software Training for only $950.  Learn the software 70% of financial firms use (including the banks) – CLICK HERE
  • Did you know we offer internships to give you experience in the workplace? Call us to learn about our internship partner Performance Education.  (Note: Performance Education charge a fee for this service).

The FNS60415 Advanced Diploma of Financial Planning is a nationally accredited course covering:

Course Modules

  • ADFP 1 – Advanced Investments
    1. What is investment risk?
    2. Risk and diversification
    3. How to measure risk
    4. Understanding correlation coefficients
    5. Measures of risk adjusted returns
    6. Valuation of  shares
    7. Valuation of  bonds
    8. Introduction to derivatives
    9. Futures contracts
    10. Options contracts
    11. Application of investment principles in financial planning
    12. Margin Lending
  • ADFP 2 – Estate Planning
    1. Creating a will
    2. Role of the executor
    3. Client needs and estate planning
    4. Powers of attorney
    5. The rights of beneficiaries
    6. Administration of an estate
    7. Trusts and estate planning
    8. Taxation and estate planning
    9. Provision of advice
    10. Application of estate planning principles in financial planning
  • ADFP 3 – Social Security & Taxation Planning
    1. Australian social security system
    2. Income test and assets test
    3. Social security and income streams
    4. Pensions and allowances
    5. Eligibility for  the age pension
    6. Taxation and the age pension
    7. Pay-as-you-go (PAYG) withholding
    8. Goods and Services Tax (GST)
    9. Dividend imputation
    10. Fringe benefits tax
    11. Capital gains and capital losses
    12. Taxation for minors
  • ADFP 4 – Practice Management
    1. Marketing fundamentals
    2. Software and client relationship management systems
    3. Practice management principles applied to insurance
    4. Tips and traps  of implementing insurance policies
    5. Deciding on an investment philosophy
    6. Core and satellite approach to investing
    7. Blending managers
    8. Using platforms in a practice
    9. Different types of debt
    10. Debt management strategies
    11. Margin lending
    12. Debt recycling
    13. Client file requirements
    14. Provision of complex advice
  • Features

    Engaging content. Amazing support. 

    Online Study or Workshops
    Online Study (Self-Paced)
    • Easy-to-read course materials
    • Videos and Webinars
    • Telephone Support from our Accredited Trainers
    • Email Support from our Accredited Trainers
    • Online Assessments
    • Online Student Forums
    Workshops (Face-to-face)^           Online Study Support PLUS

    • Workshop contact days: 8 days
    • Facilitated by expert industry qualified trainers

    ^ Please note, the 8-day workshop time-frame is in addition to the Online study support available to all students. It is not indicative of the total course duration. Please refer to the ‘duration’ tab (below) for more information.

  • Online vs workshops

    Online Learning – any time, any place, with maximum flexibility

    Online learning allows you to start a course when and where it is convenient for you to study. It is particularly popular with stay-at-home parents, full time employees, or anyone seeking maximum flexibility because you can choose the pace you study (fast or slow).

    You are very well supported throughout your course. A dedicated Online education support team allows you to discuss your course work on a one-on-one basis with a specialist Financial Planning Trainer. Your Financial Planning Trainer is happy to contact you via phone, Skype, or email between Monday to Friday 9am to 5pm as you progress through the course, so you definitely won’t feel alone. You also have access to Online discussion forums via Monarch’s state-of-the-art learning management system providing access to an online learning community of fellow students.

    Please CLICK HERE for more information about studying Online with Monarch.

    Face-to-Face workshops – CBD training nationwide

    We offer intimate ‘small class room’ training (i.e. no more than 15 students per trainer) at our state-of-the-art training facilities just minutes from the CBD in all major States. All  training materials are included in our prices.

    Workshop interest varies across locations and times of the year. We would be pleased to record your interest in any of our face-to-face courses and will let you know as soon as the course is confirmed to proceed.

    Your office

    Monarch Institute provides onsite training for group instruction (minimum 6 staff). Please call us or email us, if you represent a company or organisation with more than 6 staff that require face-to-face workshops conducted at your office.

  • Government funding

    We offer Government subsidised AND Australia-wide standard fee places. As a National training provider with training venues in Melbourne, Sydney, Brisbane, Perth and Adelaide, the majority of our students are NOT eligible for additional Government Funding if they live outside the State of Victoria. Please know, Monarch trains more students outside of Victoria than within, and provides fantastic training to students across every State of Australia, all at great prices! Please don’t hesitate to contact our friendly course consultants if you have any questions on 1300 738 955.

    If you live in Victoria, Monarch has Government funded placed for 2017.

    To see if you are eligible for a Government Funded place, please CLICK HERE to see the criteria or contact one of our friendly course consultants on 1300 738 955 to learn more.

  • Pricing

    FNS60415 Advanced Diploma of Financial Planning – Detailed Pricing

    You can choose to enrol in the FULL FNS60415 Advanced Diploma of Financial Planning or alternatively you can enrol in just individual units (see prices below). There are substantial savings when enrolling in the Full Advanced Diploma in Financial Planning.

    Advanced Diploma units Online (self paced)
    Face to Face
    ADFP1 – Advanced Investments $575 $1,000
    ADFP2 – Estate Planning $575 $1,000
    ADFP3 Social Security & Taxation Planning $575 $1,000
    ADFP4 Practice Management $575 $1,000
    FULL Diploma
    Enrol in the FULL Diploma and save!!
    $1,625 $2,800
    HUGE SAVINGS Quality education, now more affordable Quality education, now more affordable

    ^All students studying at Monarch Institute are regarded as undertaking a course or qualification by Online education. Students may also choose to attend optional workshops which are facilitated by a recognised industry expert (‘facilitator’), in this instance a Financial Planning Professional. All Monarch facilitators are nationally recognised trainers and assessors under the Australian Quality Framework (AQF). To successfully complete the FNS60415 Advanced Diploma of Financial Planning, pre-reading, attendance at optional workshops (if applicable), self-study and post-workshop assessment is required. For further information, refer to Monarch Institute’s Student Information Guide and the workshop timetable section on our website.

  • Accreditation

    Monarch Institute’s FNS60415 Advanced Diploma of Financial Planning is Government accredited. It has National recognition under the Australian Qualifications Framework (AQF) meaning it can be used as a pathway to a university qualification, nationwide. The course is ASIC compliant.

    To be awarded an FNS60415 Advanced Diploma of Financial Planning, 15 units of competency are required for award of this qualification (8 core competencies and 7 electives) to meet industry and ASIC requirements.

    The 15 units of competency listed below are packaged into 4 modules:


    ADFP1 – Advanced Investments

    ADFP2 – Estate Planning

    ADFP3 – Social Security & Taxation Planning

    ADFP4 – Practice Management

    Unit of competencies

    National code Unit Title
    FNSFPL508 Conduct complex financial planning research
    FNSFPL602 Determine client requirements and expectations for clients with complex needs
    FNSFMK502 Analyse financial market products for clients
    FNSFMK503 Advise clients on financial risk
    FNSCUS506 Record and implement client instructions
    FNSFPL604 Develop complex and innovative financial planning strategies
    FNSFPL605 Present and negotiate complex and innovative financial plans
    FNSFPL601 Provide technical and professional guidance
    FNSFPL603 Provide comprehensive monitoring and ongoing service
    FNSFPL606 Implement complex and innovative financial plans
    FNSPRM601 Establish, supervise and monitor practice systems to conform with legislation and regulations
    FNSASICR503 Provide advice in margin lending
    FNSINC501 Conduct product research to support recommendations
    FNSIAD501 Provide appropriate services, advice and products to clients
    FNSCUS505 Determine client requirements and expectations
  • Assessments

    Monarch has carefully structured its financial services assessments to include a variety of formats which will enhance your understanding:

    • Case studies
    • Multiple  choice
    • Short answer questions
    • Workplace simulations
    • Projects

    Check your English and Maths ability by CLICKING HERE

  • Career opportunities

    Financial planning industry careers

    Some of our students include senior para-planners, business development managers, corporate advisers, financial advisers, financial planning managers as well as students who hold other qualifications (e.g. a Bachelor degree)….and the list goes on!

    The financial services industry employs over 700,000 workers in Australia (source: IBSA) so completing the Advanced Diploma in Financial Planning qualification can propel both a financial adviser’s career, but also other people’s careers within the financial services industry ‘value chain’. There are many careers within banks, fund managers, investment platform providers, investment research houses, superannuation funds, stock brokers, credit unions, accounting practices, financial planning practices, mortgage broking businesses, insurance firms, business brokers and real estate agencies, for which an Advanced Diploma of Financial Planning would add substantial credibility and skill.

    What job roles exist?

    • Financial planner/adviser
    • Associate financial planner/adviser (i.e. a junior)
    • Para-planner
    • Financial Planning practice manager
    • Compliance officer at a financial planning firm/AFSL
    • Call center adviser for an Insurance provider
    • Call center adviser for a Superannuation provider
    • Call center adviser for an Investment Fund Management provider
    • Call center adviser for an Investment platform provider
    • Back-office superannuation operations officer
    • Back-office insurance operations officer
    • Back-office fund management operations officer
    • Back-office investment platform operations officer
    • Investment corporate actions support officer


  • Study pathways

    Are there prerequisites for this course?

    In short yes! As a nationally recognised qualification, it is a Government pre-requisite that you have completed the FNS50615  Diploma of Financial Planning (or equivalent) first before enrolling in the FNS60415 Advanced Diploma of Financial Planning.

    Will previous study and experience count?

    Monarch Institute recognises Recognition of Prior Learning (RPL) which takes into account the knowledge and skills you have already gained through your previous education and work history, attributing this to your Advanced Diploma of Financial Planning course. This may be through formal or informal training and can result in credits towards your qualification. More information can be found in Monarch’s Student Information Guide.

    Future education pathways

    After successfully completing the FNS60415 Advanced Diploma of Financial Planning, you may wish to enrol in Monarch’s Tax (Financial) Adviser course.