Diploma of Financial Planning
Are you seeking entry into the financial services industry as a financial planner or adviser?
Do you need to be RG 146 compliant?
The WEDO Financial Planner program (Diploma of Financial Planning) develops the essential skills and knowledge required to enter the financial planning industry. The course combines specialist knowledge and financial planning skills to prepare you for providing personal advice to retail clients.
Each subject has been revamped with relevant, practice-based assessments to encourage progressive learning and development, allowing students to build their knowledge and skills as they move through the course.
The WEDO Diploma of Financial Planning is structured into four subjects:
Course Overview
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Achieve RG 146 compliance in Financial Planning, Superannuation, Life Insurance and Securities and Managed Investments.
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Gain competitive skills and knowledge required by licensees.
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Develop an in-depth understanding of the Australian financial services industry and knowledge of financial products.
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Understand the fundamentals of investment strategies.
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Learn to provide personal advice in financial planning, life insurance, superannuation and securities and managed investments to industry standards.
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Adopt practical frameworks designed to be transferred directly into a professional planning practicenning skills to prepare you for providing personal advice to retail clients.
Assessments
Multiple Choice Questions, Case Studies, Telephone Role-play