C6179 - Advanced Diploma of Paraplanning

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Plan: C6179 - Advanced Diploma of Paraplanning
Campus: City Campus

Program delivery and structure

Approach to learning and assessment
Work integrated learning
Program structure

Approach to learning and assessment

Successful completion of this program requires you to demonstrate that you are competent in all 12 units of competency (9 core units plus 3 elective units) as outlined in the program structure.

You will be required to study for approximately 30 hours per week and this will include timetabled classes/worksops, structured online learning activities, plus self-directed studies such as preparation for classes, research, online collaboration and assessment completion.

Delivery and Learning

Designed with working professionals in mind, your live online classes and on-campus workshops will be conducted in the evenings. All live online classes will be recorded so you can view them later at your convenience. 

You will benefit from small cohort sizes with hands-on teachers readily available to answer questions and offer learning support.

Our on-campus workshops provide opportunities for collaborative work, allowing you to interact with your peers and facilitators alike. They are conducted in our purpose-built Practice Firm rooms and provide a great environment for learning to use industry-specific software, practicing your client interactions, and orchestrating other demonstrations and role plays.

Your live online classes and face-to-face workshops will be supported by carefully curated pre-class and post-class online activities, as well as self-directed research, online collaboration with peers, and engagement with a range of industry guests. 

For learning and assessment purposes some units of competency have been grouped into clusters as shown in the table below:

Cluster Name Units       
Ethics and Compliance

BUSM6550C (FNSPRM611) Monitor and review organisational system compliance with legislation and regulations

BAFI5242C (FNSFPL621) Comply with ethical and operational guidelines, legislation and regulations in financial planning

Planning Research and Analysis

BAFI5244C (FNSINC511) Conduct financial product research to support product recommendations

BAFI5243C (FNSFPL622) Conduct financial planning analysis and research

Financial Plans

BAFI5239C (FNSFPL614) Develop financial plans

BAFI5240C (FNSFPL615) Present and negotiate financial plans

BAFI5241C (FNSFPL616) Implement financial plans

Assessment

Assessment tasks are designed to simulate the workplace and require you to demonstrate the practical application of your knowledge. If you have already developed competency through prior experience, you may apply for Credit Transfer/RPL before the program commences or at any time during the program. Please refer to https://www.rmit.edu.au/students/student-essentials/enrolment/apply-for-credit

All assessment tools ensure that there are processes in place to authenticate the evidence provided. These processes include questioning and third-party endorsement for RPL applicants, questioning/interviews/self-reflections for group assignments and questioning and the use of Turnitin for e-submissions. Many units have a component of group work that requires you to work collaboratively in simulated work situations. Assessment tasks will provide simulated scenarios and tasks which are equivalent to future job roles relevant to the program.

Methods of assessment of an individual or clustered competencies will be dependent on individual requirements as stated in the training package. These will generally include:

  •     observations of presentations
  •     use of case studies
  •     work-simulated projects and
  •     various forms of tests

Learner Support

In order to identify any learning support that individual learners may need to successfully complete the program, a customised online Language, Literacy (including digital) and Numeracy (LLN) assessment is conducted for all students prior to commencement of training. The test has been mapped to the Australian Core Skills Framework and is designed to highlight specific areas of assistance that may be required. Individualised learning support plans are then provided to students outlining the kind of support services that are available and how to access these. In addition, where cohorts of students are identified as having core skill gaps, teachers incorporate additional Language, Literacy and/or Numeracy learning activities into the delivery of the program.

If you require assistance with study skills you can access the RMIT Study Supporthttps://www.rmit.edu.au/students/study-support/study-and-learning-centre

RMIT Study Support offers practical advice on assignment writing and discipline-specific language and learning skills. It can also assist with specific skills you may need to succeed in this program, including any language, literacy or numeracy problems.

If you have a disability, long-term illness and/or mental health condition you can access support from the Equitable Learning Services (ELS).  In consultation with you, the ELS determines Reasonable Adjustments (RAs) and Equitable Assessment Arrangements (EAAs) This support provides equal opportunity in their studies in accordance with the Commonwealth Disability Discrimination Act 1992. The ELS also provides staff and students with information and assistance in relation to disability related matters.

If you require assistance you can access the Equitable Learning Services (ELS):
https://www.rmit.edu.au/students/support-and-facilities/student-support/equitable-learning-services

Aboriginal and Torres Strait Islander learners can gain support and encouragement from the Ngarara William Centre.

Ngarara Willim means ‘gathering place’ in the language of the Wurundjeri, the traditional custodians of the land where RMIT stands.  Staff can assist learners to engage and re-engage with education. They offer ongoing guidance with study, living and cultural needs.

If you require assistance with your study and other matter you can access Ngarara Willim Centre:
https://www.rmit.edu.au/students/support-and-facilities/student-support/aboriginal-and-torres-strait-islander-students

 

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Work integrated learning

RMIT University is committed to providing you with an education that strongly links formal learning with workplace experience. As a student enrolled in this RMIT University program you will be assessed on structured activities that allow you to learn, apply and demonstrate vocational competency.

The nominated WIL courses for this program are:

    BAFI5239C Develop financial plans (FNSFPL614)
    BAFI5240C Present and negotiate financial plans (FNSFPL615)
    BAFI5241C Implement financial plans (FNSFPL616)

This program does not have a formalised work placement. However, the assessment tasks are designed to simulate a workplace environment and require the students to demonstrate the practical application of their skills and knowledge within specific organisational contexts.

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Program Structure

This qualification requires completion of the following:
 

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C6179 Core Courses:

Complete all Nine (9) courses:

Course Title

Nominal Hours

Course Code

Campus

Record and implement client instructions (FNSCUS516) 75 MKTG6124C City Campus
Develop financial plans (FNSFPL614) 60 BAFI5239C City Campus
Present and negotiate financial plans (FNSFPL615) 40 BAFI5240C City Campus
Implement financial plans (FNSFPL616) 50 BAFI5241C City Campus
Comply with ethical and operational guidelines, legislation and regulations in financial planning (FNSFPL621) 50 BAFI5242C City Campus
Conduct financial planning analysis and research (FNSFPL622) 50 BAFI5243C City Campus
Monitor and review organisational system compliance with legislation and regulations (FNSPRM611) 60 BUSM6550C City Campus
Conduct work according to professional practices in the financial services industry (FNSINC411) 30 BUSM6651C City Campus
Conduct financial product research to support product recommendations (FNSINC511) 80 BAFI5244C City Campus
 
AND

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C6179 Elective Course List A:

Complete all Three (3) courses:

Course Title

Nominal Hours

Course Code

Campus

Prepare advice in managed investments (FNSFPL609) 50 BAFI5245C City Campus
Prepare advice in superannuation (FNSFPL610) 50 BAFI5246C City Campus
Prepare advice in life insurance (FNSFPL619) 50 BAFI5247C City Campus
 

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