Mentor Education's Diploma of Financial Planning & SMSF (when combined with one of the AFS licensing options) enables accountants to meet their obligations detailed in Regulatory Guide 146 Licensing: Training of Financial Product Advisers (RG146) and provide advice in Self-Managed Superannuation Funds (SMSFs), Margin Lending, Investing, Superannuation & Life Insurance. The course is specifically designed for, and oriented towards, recognised practicing public practice accountants. Taking into account their breadth of existing financial knowledge and acumen rather than working through the basics from the beginning.
VET qualifications are nationally recognised and regulated, ensuring all courses meet rigorous standards for quality, relevance, and compliance with industry requirements.
Graduate with the skills you need to start working right away. Build the practical skills and industry knowledge needed to enter the workforce with confidence.
Entry requirements for VET courses include both national standards and additional criteria set by individual Registered Training Organisations (RTOs).
It’s important to review these requirements for each course provider to ensure you meet all necessary prerequisites before applying.
Course fees vary depending on the course provider.
The Diploma of Financial Planning & SMSF will prepare you for the following roles.
A Financial Advisor develops strategies to help clients reach their financial goals. You might work with individual clients, small businesses or la...
A Small Business Financial Advisor works with owners of small businesses to improve their profitability. You might find ways for businesses to incr...
An Insurance Consultant works with clients to manage their insurance policies for home, vehicle, income or life insurance. You might process insura...
Compare all providers for the Diploma of Financial Planning & SMSF available in your area to find the right fit for you.
