Advanced Diploma of Paraplanning
Training Package: FNS — Financial Services Training Package
Overview
The FNS60920 Advanced Diploma of Paraplanning equips you with advanced technical skills to support financial advisers in creating comprehensive financial plans. This qualification covers complex areas such as investment strategy development, superannuation planning, risk management, compliance with financial regulations, and ethical client engagement. It is designed for experienced paraplanners or those in financial services who aim to advance their careers into senior positions. Upon completion, you'll be prepared for roles like Senior Paraplanner, Technical Manager, or can progress towards becoming a Financial Adviser. This course focuses on practical, job-ready skills, ensuring you meet the demands of the evolving finance industry.
Industry Context
Paraplanning is a vital part of Australia's financial services sector, supporting financial advisers in preparing detailed and compliant strategies for clients. With this qualification, graduates can access senior roles such as Senior Paraplanner or Technical Manager, where they oversee complex plan development and ensure regulatory adherence. Career pathways include specialisation in areas like retirement planning or estate planning, or advancement to financial advising positions, contributing to the growing demand for skilled professionals in financial planning firms.
Frequently Asked Questions
What does the FNS60920 Advanced Diploma of Paraplanning cover?
It covers advanced paraplanning skills, including complex financial strategy development, compliance with regulations, ethical practices, investment analysis, superannuation planning, and client relationship management.
What are the entry requirements for this qualification?
Entry typically requires completion of a Diploma of Paraplanning or relevant work experience in financial services, though specific requirements may vary by training provider.
What career outcomes can I expect after completing this course?
Graduates can pursue senior roles such as Senior Paraplanner, Technical Manager, Compliance Officer, or progress to become a Financial Adviser in the financial services industry.
How is the course delivered?
Delivery modes include online learning, face-to-face classes, or blended formats, depending on the registered training organisation offering the qualification.
How long does it take to complete the Advanced Diploma?
The duration typically ranges from 1 to 2 years of full-time study, with part-time options available that may extend the completion time.
Related Qualifications
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FNS10120 — Certificate I in Basic Financial Literacy
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FNS20120 — Certificate II in Financial Services
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FNS30122 — Certificate III in Financial Services
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FNS30220 — Certificate III in Personal Injury Management
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FNS30322 — Certificate III in Accounts Administration
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FNS30420 — Certificate III in Mercantile Agents
Same training package
Generate Training Materials for FNS60920
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Request Early AccessLast updated from training.gov.au: 03 April 2026