Advanced Diploma of Financial Services (Financial Planning) FNS60404
Adviser Campus
GWM Adviser Services Ltd; RTO Code 90780; is a Registered Training Organisation (RTO) that trades under the name ‘Adviser Campus’. GWM Adviser Services Ltd. trading as ‘Adviser Campus’ issues its RTO qualifications within the Australian Qualification Framework (AQF).
Course Information
 The Advanced Diploma of Financial Services (Financial Planning) is a comprehensive competency based program which further develops a financial adviser’s professional skills and knowledge. The course covers taxation planning, estate planning, advanced investment strategy and comprehensive Statement of Advice (incorporating Financial Plan) construction.
Course structure
Delivery Method
The ADFS (FP) course is offered via Distance study at a cost of $545 per module (includes electronic course materials). The following Add-Ons are available to enhance Distance study as they increase flexibility.
Assessment
The assessments for the ADFS modules 1-3 include: an individual assignment and a multiple choice exam. Module 4 is assessed by a two part individual written assignment.
Participants must achieve a minimum pass mark of 70% in each element of the assessment, in order to be found competent for a module. All assessments for ADFS are developed by Adviser Campus and marked by Kaplan.
Units of Competency
The units of competency included in this course are from the Financial Services Training Packages and were ratified by ANTA (Australian National Training Authority) in January 2003.
Vocational Education and Training Act
All participants in Adviser Campus courses are requested to access and review the relevant Commonwealth, State or Territory legislation and regulatory requirements to ensure they are fully informed of requirements that affect their participation in vocational education and training.
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