C5343 - Diploma of Financial Planning

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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


2017 Enrolment Program Structure

Diploma of Financial Planning

  C5343 Courses
 

Completion of seventeen (17) courses over two (2) semesters.

 

Enrolment Online (EOL) will open on Wednesday 2 November, 2016 and close for continuing students (not new students) on Sunday 18 December, 2016. Please note if you do not enrol or take an approved leave of absence by the last day to enrol you will lose your place in the program.

 

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.

 

Variations to the standard enrolment may result in timetable clashes. In some cases the courses required for completion may not be available.

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C5343 Courses

IMPORTANT: If you are a commencing student you will automatically be assigned to courses in Enrolment Online. Please select all nine (9) courses for semester 1 2017 and eight (8) for semester 2 2017 listed and enrol.

 

Some of the courses indicated below may be co-delivered, which means you will attend one class for two or more courses. Do not enrol with information from your timetable as it will not necessarily show all the required courses. All required courses are indicated below.

 

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

Apply principles of professional practice to work in the financial services industry (FNSINC401)30EMPL7068CCity Campus1964 (FS4A)
1965 (FS4B)
1989 (FS5M)
2014 (FS5P)
2119 (CV1A)
2136 (BK4A)
2137 (BK4B)
1575 (FS4M)
1589 (FS5A)
1590 (FS5B)
1614 (FS5T)
1715 (BK4A)
1716 (BK4B)
Comply with financial planning practice ethical and operational guidelines and regulations (FNSFPL501)50BAFI5212CCity Campus1988 (FS5M)
2013 (FS5P)
1587 (FS5A)
1588 (FS5B)
1613 (FS5T)
Determine client financial requirements and expectations (FNSFPL506)60BAFI5217CCity Campus1990 (FS5M)
2015 (FS5P)
1591 (FS5A)
1592 (FS5B)
1615 (FS5T)
Conduct financial planning analysis and research (FNSFPL502)50BAFI5213CCity Campus1994 (FS5M)
2019 (FS5P)
1599 (FS5A)
1600 (FS5B)
1619 (FS5T)
Develop and prepare financial plan (FNSFPL503)60BAFI5214CCity Campus1999 (FS5A)
2000 (FS5B)
2024 (FS5T)
1606 (FS5M)
1624 (FS5P)
Develop and use complex spreadsheets (BSBITU402)50COSC6185CCity Campus1993 (FS5M)
2018 (FS5P)
2049 (AC5T)
2101 (AC5P)
2147 (BK4A)
2148 (BK4B)
1597 (FS5A)
1598 (FS5B)
1618 (FS5T)
1644 (AC5T)
1726 (BK4A)
1727 (BK4B)
Implement financial plan (FNSFPL504)50BAFI5215CCity Campus2003 (FS5A)
2004 (FS5B)
2026 (FS5T)
1608 (FS5M)
1626 (FS5P)
Review financial plans and provide ongoing service (FNSFPL505)40BAFI5216CCity Campus2005 (FS5A)
2006 (FS5B)
2027 (FS5T)
1609 (FS5M)
1627 (FS5P)
Provide advice in financial planning (FNSASICZ503)50BAFI5211CCity Campus1997 (FS5A)
1998 (FS5B)
2023 (FS5T)
1605 (FS5M)
1623 (FS5P)
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 Campus1991 (FS5M)
2016 (FS5P)
1593 (FS5A)
1594 (FS5B)
1616 (FS5T)
Record and implement client instructions (FNSCUS506)75MKTG7919CCity Campus1992 (FS5M)
2017 (FS5P)
1595 (FS5A)
1596 (FS5B)
1617 (FS5T)
Provide advice in superannuation (FNSASICU503)50BAFI5218CCity Campus1996 (FS5M)
2021 (FS5P)
1603 (FS5A)
1604 (FS5B)
1621 (FS5T)
Conduct complex financial planning research (FNSFPL508)50BAFI5220CCity Campus2011 (FS5A)
2012 (FS5B)
2029 (FS5T)
1612 (FS5M)
1629 (FS5P)
Conduct product research to support recommendations (FNSINC501)80MKTG7921CCity Campus1995 (FS5M)
2020 (FS5P)
1601 (FS5A)
1602 (FS5B)
1620 (FS5T)
Provide appropriate services, advice and products to clients (FNSIAD501)150MKTG7920CCity Campus2001 (FS5A)
2002 (FS5B)
2025 (FS5T)
1607 (FS5M)
1625 (FS5P)
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)
Provide advice in life insurance (FNSASICX503)50BAFI5219CCity Campus2007 (FS5A)
2008 (FS5B)
2028 (FS5T)
1610 (FS5M)
1628 (FS5P)
 

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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.

Policies

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

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