5 Day RPL/Assessment Diploma of Financial Planning for Accountants
TMA is able to provide FNS50615 Diploma of Financial Planning (including RG146 compliance in Superannuation & Self-Managed Superannuation) to all Accountants in a 5 Day RPL/Assessment provided they are members of a professional body with over 2 years experience.
With the co-operation of industry specialists and offering recognition of prior learning (RPL), we have been able to condense the course to 5 days at the extremely attractive introductory price of $3,995 per person. The course also comprises pre-reading, industry research and case-studies on completion of the workshop.
TMA graduate, Mark Richardson, has become the first new-to-industry AMP Financial Planner to take out a prestigious State award for “Best New Planner”. est New Planner”.
“Jade’s Journey” for her Diploma of Financial Planning on TMA’s YouTube channel
See the feedback from a Melbourne class:
“Keith’s facilitation of the course. He was as good, if not better than any facilitator/trainer I have learnt from.”
“Learning to do a SoA.”
“Keith the trainer made it enjoyable as well as interactive.”
“I thought it was going to be very hard and scary. Keith made it not be.”
“To know different financial strategies and the group discussions in class.”
“The actual real experience examples of our trainer.”
“Organised and well structured.”
“The discussion after the completion of each activity.”
“Real Life examples”
“Gathering skills to better service my client’s needs.”
“Short and succinct on relevant topics covered.”
“It was well and deeply covered through all the segments on the 5 days of training.”
ASIC streamlines limited license process making it easier for Accountants to provide advice in Superannuation and Self Managed Super.
Traineeship Management Australia will be offering 5 day workshop in Sydney, Melbourne and Brisbane. If we generate enough interest for other cities we will certainly make classes available.
Eligibility for the 5 day course is:
- Bachelor/Degree qualified in Accountancy
- Be a member of a professional body ie. CPA, CA or NTAA
- Supply example of a completed Self-Managed Super set-up or complete TMA’s case-study.
This is much more than just a training course. TMA’s highly experienced Trainers will equip you with the skills and knowledge to become authorised representatives and provide financial advice, increasing the value greatly of your practice.
Accountants and financial advice
The ‘accountants’ exemption’ which allows accountants to provide advice on the establishment of self-managed superannuation funds (SMSF), without the need for an Australian financial services licence (AFS licence) will cease on 1 July 2016.
To replace this exemption, accountants (and other advisers) can apply for a ‘limited’ AFS licence from 1 July 2013. Those applying for this new limited AFS licence will be able to apply for authorisations to provide financial advice on SMSFs and class of product advice about:
For more information and course dates, please call TMA on 1300 862 146.
|Unit Code||Unit Name|
|BSBITU402||Develop and Use Complex Spreadsheets|
|FNSASICT503||Provide Advice in Managed Investments|
|FNSASICU503||Provide Advice in Superannuation|
|FNSASICW503||Provide Advice in Securities|
|FNSASICX503||Provide Advice in Life Insurance|
|FNSASICZ503||Provide Advice in Financial Planning|
|FNSCUS505||Determine Clients Requirements and Expectations|
|FNSCUS506||Record and Implement Client Instructions|
|FNSFMK502||Analyse Financial Market Products for Clients|
|FNSFMK503||Advise Clients on Financial Risk|
|FNSFPL501||Comply with Financial Planning Practice Ethical and Operational Guidelines and regulations|
|FNSFPL502||Conduct Financial Planning Analysis and Research|
|FNSFPL503||Develop and Prepare Financial Plan|
|FNSFPL504||Implement Financial Plan|
|FNSFPL505||Review Financial Plans and Provide Ongoing Service|
|FNSFPL506||Determine Clients Financial Requirements and Expectations|
|FNSFPL507||Provide Financial Planning Advice|
|FNSIAD501||Provide Appropriate Services, Advise and Products to Clients|
|FNSINC401||Apply Principles of Professional Practice to Work in the Financial Services Industry|
|FNSINC501||Conduct Product Research to Support Recommendations|
|FNSSMS501||Invest Self-Managed Superannuation Funds Assets|
|FNSSMS505||Support Trustee in the Selection and Performance Monitoring of Outsourced Services|
|FNSSMS601||Provide Advice in Self-Managed Superannuation Funds|
|FNSSMS602||Consider Taxation Requirements When Advising in Self-Managed Superannuation Funds|
|FNSSMS603||Apply Legislative and Operational Requirements to Advising in Self-Managed Superannuation Funds|