Diploma of Financial Planning

Upskilled

This qualification is part of the Financial Services Training Package. It is for financial planners who provide a range of standard financial planning services and individuals providing specialist para-planning services. Individuals in these roles require well-developed skills and a broad knowledge base of the financial planning sector and the ASIC regulatory framework. Individuals in these roles have autonomy in performing technical operations, apply solutions to a range of often complex problems, and analyse and evaluate information from a variety of sources. They apply initiative to plan, coordinate and evaluate their own work and provide guidance to others.

Entry Requirements:

No minimum education. Prerequisite units apply to the following: Provide advice in financial planning; Provide advice in first home saver market linked accounts; Provide advice in superannuation; Provide advice in life insurance and Provide advice in insurance broking.

Structure:

15 units: 9 core; 6 elective

Subjects you can Study:

Core: Develop and use complex spreadsheets; Provide advice in financial planning; Comply with financial planning practice ethical and operational guidelines and regulations; Conduct financial planning analysis and research; Develop and prepare financial plan; plus more. Electives: Manage quality customer service; Provide advice in first home saver market linked accounts; Provide advice in superannuation; Provide advice in life insurance; Provide advice in insurance broking; Conduct complex financial planning research; plus more.

Related Careers:

Financial Planner,
Campus ATAR/OP Mid Year Intake Study Mode Duration
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Toowoomba No info 1 year
Melbourne No info Full time 1 year
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Singleton No info 1 year
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Nowra No info Part time 1 year
Mildura No info Full time 1 year
Singleton No info Online 1 year
Wollongong No info Part time 1 year
Albury No info Online 1 year
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Bendigo No info Part time 1 year
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Perth No info Online 1 year
Wollongong No info Online 1 year
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Sunbury No info 1 year
Port Augusta West No info Full time 1 year
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Maroochydore No info 1 year
Surfers Paradise No info Full time 1 year
Mackay No info Online 1 year
Nuriootpa No info Online 1 year
Port Augusta West No info Online 1 year
Pakenham No info Online 1 year
Townsville No info Part time 1 year
Burleigh Heads No info Part time 1 year
Eight Mile Plains No info Part time 1 year
Sutherland No info Full time 1 year
Ipswich No info Part time 1 year
Albury No info 1 year
Canberra No info Full time 1 year
Sutherland No info 1 year
Bathurst No info Full time 1 year
Melbourne No info Online 1 year
Eight Mile Plains No info 1 year
Wagga Wagga No info 1 year
Alice Springs No info 1 year
Nowra No info 1 year
Sunbury No info Part time 1 year
Ipswich No info Online 1 year
Newcastle No info Part time 1 year
Geelong No info Part time 1 year
Hobart No info Part time 1 year
Tamworth No info Full time 1 year
North Sydney No info Online 1 year
Goulburn No info Online 1 year
Lismore No info Full time 1 year
Cronulla No info Online 1 year
Nuriootpa No info 1 year
Port Augusta West No info 1 year
Pakenham No info 1 year
Alice Springs No info Online 1 year
Albury No info Part time 1 year
Rockhampton No info Online 1 year
Sutherland No info Part time 1 year
Launceston No info 1 year
Melton No info Online 1 year
Port Macquarie No info 1 year
Richmond No info Online 1 year
Bathurst No info Part time 1 year
Melbourne No info 1 year
Mawson Lakes No info Online 1 year
Rosehill No info Online 1 year
Aspley No info Part time 1 year
Burleigh Heads No info 1 year
Goulburn No info Part time 1 year
Townsville No info Online 1 year
Bega No info Online 1 year
Burleigh Heads No info Online 1 year
Goulburn No info Full time 1 year
Sydney No info Full time 1 year
Darwin No info Full time 1 year
Dee Why No info Online 1 year
Port Augusta West No info Part time 1 year
Aspley No info Online 1 year
Coffs Harbour No info 1 year
Orange No info Part time 1 year
Toowoomba No info Part time 1 year
Newcastle No info 1 year
Rockhampton No info 1 year
Hobart No info 1 year
Launceston No info Full time 1 year
Melbourne No info Part time 1 year
Port Macquarie No info Full time 1 year
Hobart No info Online 1 year
Bega No info Part time 1 year
Campbelltown No info Part time 1 year
Orange No info Online 1 year
Rosehill No info 1 year
Launceston No info Online 1 year
Burleigh Heads No info Full time 1 year
Eight Mile Plains No info Full time 1 year
Tweed Heads No info Online 1 year
Alice Springs No info Full time 1 year
Dee Why No info Full time 1 year
Griffith No info Online 1 year
Ipswich No info 1 year
Cronulla No info Part time 1 year
Dee Why No info 1 year
Perth No info 1 year
Armidale No info Full time 1 year
North Ryde No info Full time 1 year
Maroochydore No info Part time 1 year
Lismore No info Part time 1 year
Cronulla No info 1 year
Nuriootpa No info Full time 1 year
Penrith No info Part time 1 year
Bendigo No info Online 1 year
Brisbane No info Part time 1 year
Sunbury No info Online 1 year
Richmond No info Full time 1 year
Tamworth No info Online 1 year
Geelong No info Online 1 year
Orange No info 1 year
Richmond No info 1 year
Brisbane No info 1 year
St Leonards No info Part time 1 year
Penrith No info Online 1 year
Tweed Heads No info 1 year
Alice Springs No info Part time 1 year
Dee Why No info Part time 1 year
Port Macquarie No info Online 1 year
Ballina No info Full time 1 year
Bega No info 1 year
Campbelltown No info 1 year
Perth No info Full time 1 year
Sydney No info Part time 1 year
Darwin No info Part time 1 year
Campbelltown No info Online 1 year
Singleton No info Full time 1 year
Wollongong No info 1 year
Ballarat No info 1 year
Rockhampton No info Part time 1 year
Bendigo No info 1 year
Newcastle No info Full time 1 year
Geelong No info Full time 1 year
Surfers Paradise No info Part time 1 year
Mackay No info 1 year
Darwin No info Online 1 year
Port Macquarie No info Part time 1 year
Rosehill No info Part time 1 year
Newcastle No info Online 1 year
Melton No info 1 year
Penrith No info 1 year
Rosehill No info Full time 1 year
Cairns No info 1 year
Dubbo No info Full time 1 year
Shepparton No info 1 year
Toowoomba No info Online 1 year
Bega No info Full time 1 year
Campbelltown No info Full time 1 year
Shepparton No info Online 1 year
Wagga Wagga No info Full time 1 year
Ballarat No info Part time 1 year
St Leonards No info 1 year
Singleton No info Part time 1 year
Armidale No info Part time 1 year
North Ryde No info Part time 1 year
St Leonards No info Online 1 year
Ballina No info Online 1 year
Bathurst No info Online 1 year
North Sydney No info 1 year
Sunbury No info Full time 1 year
Mackay No info Full time 1 year
Darwin No info 1 year
Melton No info Part time 1 year
Pakenham No info Full time 1 year
Sydney No info Online 1 year
North Ryde No info Online 1 year
Geelong No info 1 year
Orange No info Full time 1 year
Lismore No info 1 year
Brisbane No info Full time 1 year
Dubbo No info Part time 1 year
Shepparton No info Full time 1 year
Lismore No info Online 1 year
Chermside No info Online 1 year
Mildura No info Part time 1 year
Surfers Paradise No info Online 1 year
Ballina No info Part time 1 year
Brisbane No info Online 1 year
St Leonards No info Full time 1 year
Griffith No info 1 year
Townsville No info 1 year
North Sydney No info Part time 1 year
Dubbo No info Online 1 year
Sutherland No info Online 1 year
Wollongong No info Full time 1 year
Ballarat No info Full time 1 year
Mildura No info Online 1 year
Bendigo No info Full time 1 year
Tamworth No info Part time 1 year
Coffs Harbour No info Full time 1 year
Goulburn No info 1 year
Sydney No info 1 year
North Ryde No info 1 year
Maroochydore No info Full time 1 year
Hobart No info Full time 1 year
Armidale No info Online 1 year
Cairns No info Part time 1 year
Established in 2009, Upskilled is a Registered Training Organisation (RTO Code: 40374) which provides accredited training and related courses to students in Australia. Upskilled offers 99 courses across 14 study fields. Upskilled courses are offered in 61 locations. You can view their campus locations by clicking on the campus tab. If you would like to learn more about Upskilled you can use the contact form listed on our page or you can visit the Upskilled website directly at https://www.upskilled.edu.au.

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