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.

 Accountants risk not being licensed until 2019.
 It actually is panic stations now for limited AFSL applicants
Skills in demand and wage pressure

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”.

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“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.”
“Friendly environment”
“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