Upon completion of this program, students should have an understanding of the regulatory framework governing the Australian financial services industry and possess basic financial planning skills in investment advice, investment strategies, superannuation, income taxation, retirement benefits and estate planning. The course assists the financial planning profession to meet the required standards as per the planned guidelines of the proposed Professional Standards Council. It will not only provide an entry path way to graduates but to become professional financial planning practitioners. The course aims at providing minimum required qualification as per RG146 standards.
The course is designed to provide the minimum required qualification as per RG146 standards AND the standards likely to come into effect in 2024 that will require relevant professionals to have a Master Level qualification. The Graduate Diploma is an AQF Level 8 qualification, which in many cases is recognised for credit transfer into AQF Qualifications at Level 9.
Regulatory Guide 146 (RG146) is a set of minimum guidelines and financial regulation standards under the Corporations Act for anyone wishing to provide financial product advice to retail clients in Australia. Individuals on this pathway in the financial industry are required to adhere to initial and ongoing education requirements set out by the Australian Securities & Investments Commission (ASIC).
The Graduate Diploma is assessed by AIBT, a registered training organisation (RTO) and designed in consultation with the Association of Independently Owned Financial Professionals (AIOFP) to meet the requirements of Tier 1 professional services.
*Please note this course is for domestic students only
|Bachelor Degree in business or related discipline or|
|Qualification at Advanced Diploma level plus extensive experience (3 years)|
|Verifiable skill and experience at a degree level in a professional financial planning business environment.|
|Qualification Core Units|
|GDFPAS801||Provide complex financial planning advice Download|
|GDFEPS802||Develop advanced estate and superannuation plans Download|
|GDFIPM803||Provide investment advice Download|
|GDFSST804||Design tax minimisation plans Download|
|12 Months (depending on industry experience)|
18th of September 2017
Quarterly dates t be determined for 2018 in February, April, July & October.
|Students who enrol for the four units to be undertaken over a 12 month period are eligible for a Student Card indicating they are a full time student of AIBT.|
|Tuition fees (Domestic Students)||Enrolment Fee|
|AUD x 1 year||$8000||$250|
How to Enrol
Complete the application form available from the AIOFP or from the AIBT website. Attach your CV and copies of any previous qualifications to demonstrate you meet the entry requirements.
Once your application has been assessed, you will be sent a letter offering you a place in the course program
Click here to access our refund policy
|Designed in a way that allows students to demonstrate competency while on-the-job.|
|Case studies and sample data based on realistic scenarios.|
|Holistic assessments are encouraged.|
|Role plays are considered appropriate for the demonstration of interpersonal skills.|
|Submission of a portfolio of sample work.|
|Provide an opportunity to gain recognition of prior learning and current competencies.|
This course has been approved for Centrelink Student payments.
Please visit Approved Centrelink Courses for more information.
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