C5343 - Diploma of Financial Planning

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RMIT program code: C5343
Plan name: Diploma of Financial Planning
Plan code: C5343
National Program Code: FNS50615
Campus: City Campus
Full-Time Duration: Two semesters
Minimum Nominal Hours: 1015

Contact details and related links


2017 Enrolment Program Structure

Diploma of Financial Planning

  C5343 Courses
 

Completion of 17 courses over 2 semesters

Variations to standard enrolment

The program structure in this guide is based on a standard enrolment, and standard progression through the course. Your personal enrolment requirements may differ from the standard enrolment as a result of credit transfers, recognition of prior learning (RPL), or the need to repeat a course.

 

 

 

IMPORTANT FOR COMMENCING STUDENTS: In order for you to enrol successfully, classes should be allocated for you before you log in to enrol. If the below classes are not already allocated (ie with a 'tick' in the check boxes against each class) then please contact RMIT Connect or visit Business Central (80.07) so that your classes can be correctly assigned.

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C5343 Courses

Please be aware that some courses are taught together in the one class. Ensure that you enrol into every course listed so as to receive a final grade.

For any assistance please contact Business Central via RMIT Connect.

 

 

 

C5343 Core Units - Select ALL Nine (9) Courses

Course Title

Nominal Hours

Prereqs/ Coreqs

Course Code

Campus

Semester 1 Class

Semester 2 Class

Develop and use complex spreadsheets (BSBITU402)50COSC6185CCity Campus1993 (FS5M)
2018 (FS5P)
2049 (AC5T)
2147 (BK4A)
2148 (BK4B)
4991 (FS5Y)
1597 (FS5A)
1598 (FS5B)
1618 (FS5T)
1644 (AC5T)
1726 (BK4A)
1727 (BK4B)
Provide advice in financial planning (FNSASICZ503)50BAFI5211CCity Campus1997 (FS5A)
1998 (FS5B)
2023 (FS5T)
5570 (RG05)
1605 (FS5M)
1623 (FS5P)
3486 (FS5Y)
Comply with financial planning practice ethical and operational guidelines and regulations (FNSFPL501)50BAFI5212CCity Campus1988 (FS5M)
2013 (FS5P)
4986 (FS5Y)
5561 (RG05)
1587 (FS5A)
1588 (FS5B)
1613 (FS5T)
Conduct financial planning analysis and research (FNSFPL502)50BAFI5213CCity Campus1994 (FS5M)
2019 (FS5P)
4992 (FS5Y)
5562 (RG05)
1599 (FS5A)
1600 (FS5B)
1619 (FS5T)
Develop and prepare financial plan (FNSFPL503)60BAFI5214CCity Campus1999 (FS5A)
2000 (FS5B)
2024 (FS5T)
5567 (RG05)
1606 (FS5M)
1624 (FS5P)
3487 (FS5Y)
Implement financial plan (FNSFPL504)50BAFI5215CCity Campus2003 (FS5A)
2004 (FS5B)
2026 (FS5T)
5568 (RG05)
1608 (FS5M)
1626 (FS5P)
3489 (FS5Y)
Review financial plans and provide ongoing service (FNSFPL505)40BAFI5216CCity Campus2005 (FS5A)
2006 (FS5B)
2027 (FS5T)
5571 (RG05)
1609 (FS5M)
1627 (FS5P)
3490 (FS5Y)
Determine client financial requirements and expectations (FNSFPL506)60BAFI5217CCity Campus1990 (FS5M)
2015 (FS5P)
4988 (FS5Y)
1591 (FS5A)
1592 (FS5B)
1615 (FS5T)
Apply principles of professional practice to work in the financial services industry (FNSINC401)30EMPL7068CCity Campus1964 (FS4A)
1989 (FS5M)
2014 (FS5P)
2119 (CV1A)
2136 (BK4A)
2137 (BK4B)
4987 (FS5Y)
1575 (FS4M)
1589 (FS5A)
1590 (FS5B)
1614 (FS5T)
4008 (BK4A)
4009 (BK4B)
AND

C5343 Elective Units A - Select Six (6) Courses. Note Courses 051444-FNSFMK502, 051445-FNSFMK503, 051447-FNSASICV503 and 051446-FNSASICW503 not delivered-Credit Transfer/RPL ONLY.

Course Title

Nominal Hours

Prereqs/ Coreqs

Course Code

Campus

Semester 1 Class

Semester 2 Class

Provide advice in superannuation (FNSASICU503)50BAFI5218CCity Campus1996 (FS5M)
2021 (FS5P)
4994 (FS5Y)
5439 (RG04)
5569 (RG05)
1603 (FS5A)
1604 (FS5B)
1621 (FS5T)
Determine client requirements and expectations (FNSCUS505)70MKTG7918CCity Campus1991 (FS5M)
2016 (FS5P)
4989 (FS5Y)
5438 (RG04)
5564 (RG05)
1593 (FS5A)
1594 (FS5B)
1616 (FS5T)
Record and implement client instructions (FNSCUS506)75MKTG7919CCity Campus1992 (FS5M)
2017 (FS5P)
4990 (FS5Y)
5441 (RG04)
5566 (RG05)
1595 (FS5A)
1596 (FS5B)
1617 (FS5T)
Conduct complex financial planning research (FNSFPL508)50BAFI5220CCity Campus2011 (FS5A)
2012 (FS5B)
2029 (FS5T)
1612 (FS5M)
1629 (FS5P)
3493 (FS5Y)
Provide appropriate services, advice and products to clients (FNSIAD501)150MKTG7920CCity Campus2001 (FS5A)
2002 (FS5B)
2025 (FS5T)
5440 (RG04)
5565 (RG05)
1607 (FS5M)
1625 (FS5P)
3488 (FS5Y)
Conduct product research to support recommendations (FNSINC501)80MKTG7921CCity Campus1995 (FS5M)
2020 (FS5P)
4993 (FS5Y)
5437 (RG04)
5563 (RG05)
1601 (FS5A)
1602 (FS5B)
1620 (FS5T)
AND

C5343 Elective Units B - In order to meet minimum requirements for RG146 in 4 financial compliance specialist areas students are advised to complete these 2 additional ASIC units that meet knowledge requirements in Life Insurance & Managed Investments.

Course Title

Nominal Hours

Prereqs/ Coreqs

Course Code

Campus

Semester 1 Class

Semester 2 Class

Provide advice in managed investments (FNSASICT503)50BAFI5221CCity Campus2009 (FS5A)
2010 (FS5B)
2022 (FS5T)
1611 (FS5M)
1622 (FS5P)
3492 (FS5Y)
Provide advice in life insurance (FNSASICX503)50BAFI5219CCity Campus2007 (FS5A)
2008 (FS5B)
2028 (FS5T)
1610 (FS5M)
1628 (FS5P)
3491 (FS5Y)
 

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Contact details and related links

Program structure enquiries

Business Central via RMIT Connect or Text BC80 to 0477 444 555 to join the queue at Business Central, Building 80, Level 7, 445 Swanston street.

Timetabling

The majority of Higher Education programs use the Student Timetabling System (STS). Go to the Student Timetabling System web page to access timetabling information.

If your program is taught by a Vocational Education (VE) school then please go to the Vocational Education timetabling website.

Material fees

Some courses and programs have material fees (fees for field trips, goods or services) associated with them. In most cases these charges are not compulsory, but are levied by the teaching school for materials they purchase on your behalf for use in your studies. Go to the Material Fees web page to check the material fees for your program and courses.

Enrolment

For more information about enrolment at RMIT University, please go to the Enrolment home page.

*Semester 1 classes generally commence in February and Semester 2 classes generally commence in July. Please contact your school for more information about specific class start days.

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For more information about other RMIT University policies, please go to the Policies web site.

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