Only $1399 for full course With free use of XPLAN and XPLAN learning centre as well as free SMSF electives Limited time only!

International Institute of Technology (IIT) offer this qualification as an online course only. This qualification encompasses the broad range of functions a Paraplanner will undertake in their role. Including the need to provide a comprehensive range of financial planning services regarding various product knowledge for individual client’s complex issues and strategies within the financial plan.

The role of the Paraplanner

The FNS60920 Advanced Diploma of Paraplanning qualification will delve into complex issues and strategies in the preparation of Statements of Advice for clients. Para-planners will gain the required skills and cover in-depth concepts in preparing Statements of Advice and compliant documentation in the preparation of Financial plans for clients on behalf of the Financial Adviser. The role may include but is not limited to Preparing Records of Advice, Statements of Advice, maintaining client records and files, contacting clients from time to time on behalf of the Financial Advisor/Planner, preparing specific product quotes. Learn how to understand the tools available in the Financial planning software program (XPLAN) to assist you to create the most complex and strategic Financial Plans.
**Free use of XPLAN is included in this course. Learn how to create professional Statements of Advice and receive free access to the IRESS Learning Centre to understand all the tools available.

The outcome of this qualification
This Nationally recognised Paraplanning qualification allows individuals to apply specialist skills and knowledge in a range of situations, to deal with complex financial planning solutions and strategies for their clients. The skills you learn in the FNS60920 Advanced Diploma of Paraplanning will cover a broad range of technical and management functions, with accountability for personal outputs and collaboration in team environments. Learn in your own time at your own pace with full support as you study online.

The FNS60920 Advanced Diploma of Paraplanning enables you to demonstrate expertise in understanding the principles of complex construction in financial planning statements of advice. This qualification will give you the  knowledge and skills to prepare advice in Superannuation, Life Insurance, Securities, Managed Investments and the optional electives covering Self managed Superannuation Funds (*Free SMSF elective for a limited time!) All learner material, PowerPoint slides and resources are in the online e-learning portal which is very easy to navigate through. Case studies breakdown scenarios to help you understand complex financial strategies to create statements of advice.

Do you want a competitive advantage over the rest of the industry?
Paying hundreds or even thousands of dollars more with another provider, does not equate to a superior course or more support. IIT recognise some other providers may charge a much higher fee for the same qualification. From time to time, IIT offer discounts that allow fees to be reduced far below other providers.
This does not diminish the quality and the support of our program and materials provided. This broadens the availability of the course to a larger demographic and allows students who do not have the means to otherwise enrol into this qualification to advance in their career and goal aspirations. 

The nationally recognised FNS60920 Advanced Diploma of Paraplanning  adds depth and credibility to your financial expertise, enabling you to address a greater range of client needs, not to mention, providing you with an educational pathway to greater career success.
Find out more today by calling 1300883346 or CLICK HERE to contact us  to find out more about the FNS60920 Advanced Diploma of Paraplanning course information and our latest pricing and payment plans.

FNS60920 Advanced Diploma of Paraplanning  (ENROL HERE)

ONLY $1399 with payment plan available over 5 months!
Ask about our Free XPLAN and Free SMSF Electives as well! 

The FNS60920 Advanced Diploma of Paraplanning is comprised of 7 modules 

Course Overview

This course is ideal for adults of all ages seeking to enter the Financial Planning Industry as a Paraplanner. You may wish to work in your own business or you can work as an employee or contractor in this role. You would work alongside the Financial Advisor to gather and research the best options for clients to prepare Financial Plans and generate Statements of Advice on behalf of the Advisor.

Units of Competency

To be awarded the FNS60920 Advanced Diploma of Paraplanning the following units of competency must be successfully achieved: 12 units of competency (9 core and 3 electives)*Add on SMSF electives for FREE for a limited time only!

Core units of competency
FNSCUS516 – Record and implement client instructions
FNSFPL614- Develop Financial Plans
FNSFPL615 – Present and negotiate financial plans
FNSFPL616 – Implement financial plans
FNSFPL621- Comply with ethical and operational guidelines, legislation and regulations in financial planning
FNSFPL622- Conduct financial planning analysis and research
FNSPRM611- Monitor and review organisational system compliance with legislation and regulations
FNSINC411- Conduct work according to professional practices in the financial services industry
FNSINC511- Conduct financial product research to support product recommendations

Elective units of competency

FNSFPL609– Prepare advice in Managed Investments
FNSFPL610- Prepare advice in Superannuation
FNSFPL618- Prepare advice in Securities
FNSFPL619- Prepare advice in Life Insurance

*Optional Elective units in SMSF Knowledge
FNSSMS511 – Invest Self-Managed Superannuation Funds Assets
FNSSMS515 – Support Trustees in the Selecting and Monitoring Performance of Outsourced Services