C5343 - Diploma of Financial Planning

Go to Student Program Guide Search

RMIT program code: C5343
Plan name: Diploma of Financial Planning
Plan code: C5343FLEX
National Program Code: FNS50615
Campus: City Campus
Full-Time Duration: One Year (two semesters)
Minimum Nominal Hours: 1015

Contact details and related links


2019 Enrolment Program Structure

Diploma of Financial Planning

  C5343 Courses
 

Completion of seventeen 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.

*Top of page


C5343 Courses

 

Please note:  All of your required courses are pre-selected by the College -  please ensure you enrol into every course listed so as to receive a final grade.  

 

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.   An example of a clustered or co-delivered course are Comply with financial planning practice ethical and operational guidelines and regulations AND Apply principles of professional practice to work in the financial services industry.

Please be aware that for courses delivered at the same time in the same classroom (co-delivered) only one will appear on your timetable. Please read your timetable carefully.

 

Group codes:  Group codes are allocated to you by the College.  Changes to these codes will only be approved in special circumstances.  If you believe you have special circumstance, you must seek written approval from your Program Manager.  This approval must be submitted via the RMIT Connect student portal.

 

Repeating courses: If you are required to repeat courses in a semester you must seek advice from your Program Manager as to whether you are permitted to overload.  You must then submit this written approval via the Student Portal through RMIT Connect.

Reduced enrolment load

If you are undertaking a reduced load (for example, if you are studying part time), please ensure that the courses that you enrol into are not part of a cluster or co-delivery group. The program guide will show you which courses are clustered or co-delivered. You can find these here.

 

For further information on your program structure, you can view your program guide For any assistance please contact Business Connect 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

Apply principles of professional practice to work in the financial services industry (FNSINC401)30EMPL7068CCity Campus2393 (FP5A)
2394 (FP5B)
2418 (FP5P)
2426 (FS5A)
2427 (FS5B)
2287 (FP5T)
3165 (FS5M)
Comply with financial planning practice ethical and operational guidelines and regulations (FNSFPL501)50BAFI5212CCity Campus2391 (FP5A)
2392 (FP5B)
2417 (FP5P)
2282 (FP5T)
Determine client financial requirements and expectations (FNSFPL506)60BAFI5217CCity Campus2395 (FP5A)
2396 (FP5B)
2419 (FP5P)
2284 (FP5T)
Conduct financial planning analysis and research (FNSFPL502)50BAFI5213CCity Campus2403 (FP5A)
2404 (FP5B)
2423 (FP5P)
2285 (FP5T)
Develop and prepare financial plan (FNSFPL503)60BAFI5214CCity Campus2410 (FP5M)
3894 (FP5T)
2243 (FP5A)
2244 (FP5B)
2293 (FP5P)
Develop and use complex spreadsheets (BSBITU402)50COSC6185CCity Campus2401 (FP5A)
2402 (FP5B)
2422 (FP5P)
2291 (FP5T)
Implement financial plan (FNSFPL504)50BAFI5215CCity Campus2412 (FP5M)
3896 (FP5T)
2245 (FP5A)
2246 (FP5B)
2294 (FP5P)
Review financial plans and provide ongoing service (FNSFPL505)40BAFI5216CCity Campus2413 (FP5M)
3898 (FP5T)
2247 (FP5A)
2248 (FP5B)
2295 (FP5P)
Provide advice in financial planning (FNSASICZ503)50BAFI5211CCity Campus2409 (FP5M)
3893 (FP5T)
2241 (FP5A)
2242 (FP5B)
2292 (FP5P)
AND

C5343 Elective Units A - Select Six (6) Courses

Course Title

Nominal Hours

Prereqs/ Coreqs

Course Code

Campus

Semester 1 Class

Semester 2 Class

Determine client requirements and expectations (FNSCUS505)70MKTG7918CCity Campus2397 (FP5A)
2398 (FP5B)
2420 (FP5P)
3902 (FS5M)
2237 (FS5A)
2238 (FS5B)
2288 (FP5T)
Record and implement client instructions (FNSCUS506)75MKTG7919CCity Campus2399 (FP5A)
2400 (FP5B)
2421 (FP5P)
2289 (FP5T)
Provide advice in superannuation (FNSASICU503)50BAFI5218CCity Campus2407 (FP5A)
2408 (FP5B)
2425 (FP5P)
2286 (FP5T)
Conduct complex financial planning research (FNSFPL508)50BAFI5220CCity Campus2416 (FP5M)
3900 (FP5T)
2253 (FP5A)
2254 (FP5B)
2298 (FP5P)
Conduct product research to support recommendations (FNSINC501)80MKTG7921CCity Campus2405 (FP5A)
2406 (FP5B)
2424 (FP5P)
2290 (FP5T)
Provide appropriate services, advice and products to clients (FNSIAD501)150MKTG7920CCity Campus2411 (FP5M)
3895 (FP5T)
2255 (FP5A)
2256 (FP5B)
2299 (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 Campus2415 (FP5M)
3899 (FP5T)
2251 (FP5A)
2252 (FP5B)
2297 (FP5P)
Provide advice in life insurance (FNSASICX503)50BAFI5219CCity Campus2414 (FP5M)
3897 (FP5T)
2249 (FP5A)
2250 (FP5B)
2296 (FP5P)
 

*Top of page



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

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.

*Top of page