Advanced Diploma of Financial Planning
Are you a financial planner looking to advance your career and skills while creating a competitive edge?
Is it time to invest in your education and become a financial adviser with an industry recognised qualification from a leading education provider?
The WEDO Financial Planner program(Advanced Diploma of Financial Planning) develops the advanced financial planning skills required to support clients with complex advice needs. This course is a natural progression if you have completed Diploma of Financial Planning.
The WEDO Advanced Diploma of Financial Planning is structured into four subjects:
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DFP 5: Tax for Financial Advising
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DFP 6: Estate Planning
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DFP 7: Client Engagement Strategies
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DFP 8: Advanced Financial Planning
Course Overview
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Gain an in-depth understanding of taxation and estate planning as they relate to financial planning strategy.
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Develop client engagement strategies to help build and strengthen successful relationships.
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Identify appropriate strategies that apply to different client circumstances.
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Apply financial planning skills to complex client scenarios.
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Demonstrate knowledge of the legislation, regulations and code of practice as directed by ASIC for professional adviceAchieve RG 146 compliance in Financial Planning, Superannuation, Life Insurance and Securities and Managed Investments.