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


2020 Enrolment Program Structure

Diploma of Financial Planning

  C5343 Courses
 

Completion of 17 courses over 2 semesters

 

 

Note: Unit = Course

 

Group Allocation/Class Section codes  

You will be allocated to a Group prior to your enrolment, which you should see in Enrolment Online. Your Group may also be referred to as a Class Section Code.

If you cannot see a Group/Class Section Code, or you can see all courses for all group codes, please contact Business Connect.

Changes to groups require approval, please contact Business Connect.

 

Co-delivered or clustered courses  

Please be aware that some courses are taught together in the one class; these are called clustered or co-delivered courses.   

Not all co-delivered courses may appear on your Timetable. For more information on co-delivered courses and understanding your timetable, click here.

 

Variations to standard enrolment

The program structure in this guide is based on standard Full-time enrolment and progression.

Your personal enrolment requirements may differ from the standard enrolment as a result of:

  • credit transfers
  • recognition of prior learning (RPL)
  • part-time study
  • or the need to repeat a course

For individual advice on course selection, please contact your Program Manager.

 

For further information on your program structure, refer to your program guide.

For any assistance please contact Business Connect.

 

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C5343 Courses

 

Group Allocation/Section codes:  You will be allocated to a Group prior to your enrolment.

Please note: All the courses you need to be enrolled in should pre-ticked based on your group allocation -  please ensure you enrol into every course listed so you receive a final grade.

 

If you cannot see a Group Code, or you can see all courses for all group codes, please contact Business Connect or log an Online Enquiry.

Note: Unit = Course

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 Campus1260 (AC5A)
1261 (AC5B)
1262 (AC5C)
1263 (AC5D)
1390 (FP5A)
1391 (FP5B)
1423 (FP5X)
1171 (AC5M)
1172 (AC5N)
1173 (AC5P)
1174 (AC5Q)
1312 (FP5M)
1313 (FP5Y)
1325 (FP5P)
Provide advice in financial planning (FNSASICZ503)50BAFI5211CCity Campus1398 (FP5M)
1427 (FP5P)
1286 (FP5A)
1287 (FP5B)
1329 (FP5P)
Comply with financial planning practice ethical and operational guidelines and regulations (FNSFPL501)50BAFI5212CCity Campus1380 (FP5A)
1381 (FP5B)
1418 (FP5X)
1302 (FP5M)
1303 (FP5Y)
1320 (FP5P)
Conduct financial planning analysis and research (FNSFPL502)50BAFI5213CCity Campus1392 (FP5A)
1393 (FP5B)
1424 (FP5X)
1314 (FP5M)
1315 (FP5Y)
1326 (FP5P)
Develop and prepare financial plan (FNSFPL503)60BAFI5214CCity Campus1400 (FP5M)
1428 (FP5P)
1288 (FP5A)
1289 (FP5B)
1330 (FP5P)
Implement financial plan (FNSFPL504)50BAFI5215CCity Campus1404 (FP5M)
1430 (FP5P)
1292 (FP5A)
1293 (FP5B)
1332 (FP5P)
Review financial plans and provide ongoing service (FNSFPL505)40BAFI5216CCity Campus1414 (FP5M)
1431 (FP5P)
1294 (FP5A)
1295 (FP5B)
1333 (FP5P)
Determine client financial requirements and expectations (FNSFPL506)60BAFI5217CCity Campus1384 (FP5A)
1385 (FP5B)
1420 (FP5X)
1306 (FP5M)
1307 (FP5Y)
1322 (FP5P)
Apply principles of professional practice to work in the financial services industry (FNSINC401)30EMPL7068CCity Campus1362 (CV1A)
1382 (FP5A)
1383 (FP5B)
1419 (FP5X)
1977 (FS5A)
1978 (FS5B)
2813 (CV1B)
2814 (CV1C)
1280 (CV1M)
1304 (FP5M)
1305 (FP5Y)
1321 (FP5P)
1794 (FS5M)
2385 (CV1Y)
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 Campus1396 (FP5A)
1397 (FP5B)
1426 (FP5X)
1318 (FP5M)
1319 (FP5Y)
1328 (FP5P)
Determine client requirements and expectations (FNSCUS505)70MKTG7918CCity Campus1386 (FP5A)
1387 (FP5B)
1421 (FP5X)
1972 (FS5M)
1308 (FP5M)
1309 (FP5Y)
1323 (FP5P)
1788 (FS5A)
1789 (FS5B)
Record and implement client instructions (FNSCUS506)75MKTG7919CCity Campus1388 (FP5A)
1389 (FP5B)
1422 (FP5X)
1310 (FP5M)
1311 (FP5Y)
1324 (FP5P)
Conduct complex financial planning research (FNSFPL508)50BAFI5220CCity Campus1417 (FP5M)
1434 (FP5P)
1300 (FP5A)
1301 (FP5B)
1336 (FP5P)
Provide appropriate services, advice and products to clients (FNSIAD501)150MKTG7920CCity Campus1402 (FP5M)
1429 (FP5P)
1290 (FP5A)
1291 (FP5B)
1331 (FP5P)
Conduct product research to support recommendations (FNSINC501)80MKTG7921CCity Campus1394 (FP5A)
1395 (FP5B)
1425 (FP5X)
1316 (FP5M)
1317 (FP5Y)
1327 (FP5P)
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 Campus1416 (FP5M)
1433 (FP5P)
1298 (FP5A)
1299 (FP5B)
1335 (FP5P)
Provide advice in life insurance (FNSASICX503)50BAFI5219CCity Campus1415 (FP5M)
1432 (FP5P)
1296 (FP5A)
1297 (FP5B)
1334 (FP5P)
 

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Contact details and related links

Program structure enquiries

Business Central via RMIT Connect or Text BC80 to 0417 764 183 to join the queue at Business Central, Building 80, Level 7, 445 Swanston street.

Timetabling

Please go to the Class timetables web page to access timetabling information.

 

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.

Policies

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

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