Financial advisory for future growth

Gain the knowledge, skills and confidence to provide trusted financial advice

Stay informed in a complex field

Stay informed of developments in the evolving financial services industry. Get updates on regulatory & policy issues as well as guidance and resources that can help you meet your obligations as a practitioner in this complex, growing field.

Grow and learn

Grow the opportunities for your business and learn the skills required to protect your clients’ assets and become their trusted source of knowledge. Educate clients to be able to make informed decisions about the future in order to achieve their goals.

Your learning opportunities

Chartered Accountants ANZ and our trusted providers deliver a range of financial planning courses, including the Diploma of Financial Planning (FNS50615) and RG146 compliance. Our courses have a reputation for quality content, practical learning, industry practitioners, corporate relationships and outstanding customer service.

Financial Planning Diploma

CAs can choose to complete the Superannuation and SMSF subjects as standalones, to be authorised to provide advice in superannuation and SMSFs only. Alternatively, through completion of the first three subjects, CAs will be awarded the Diploma of Financial Planning (FNS50615) and hold the RG146 accreditation to pursue a career in financial planning advisory, life and general insurance, superannuation and SMSFs. The fourth subject provides the RG146 accreditation to provide advice in securities and managed investments subject to licensing requirements.

RG146

Gain financial planning qualifications to be able to be able to pursue a career in superannuation and SMSF following the removal of the accountants’ exemption. Achieve RG146 and RG105 compliance in superannuation and SMSFs, and if required, the additional RG146 specialist knowledge areas of financial planning, life insurance, securities and managed investments.

What consistutes financial planning?

Explore what constitutes financial planning through an in-depth examination of the theoretical aspects and key principles in a technical session. Or analyse realistic client scenarios to further your practical knowledge with our case study session.

Licensing

With the removal of the “accountants’ exemption” from 1 July 2016, it is important to understand how to operate if you choose to remain unlicensed, and how to identify the financial planning aspects of your advice if you have moved into the licensing space.

Financial Planning Courses - Australia

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Australia

Financial Planning Courses - New Zealand

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New Zealand

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