RPL Interest Registration
Advanced Diploma of Paraplanning
This qualification is not yet available through RPL It. Register your interest to be notified when it becomes available.
FNS60920
You have developed sophisticated technical expertise in the financial services sector, navigating complex regulatory frameworks and delivering innovative strategies for clients. We are currently establishing partnerships with Registered Training Organisations to offer a recognition pathway for this Advanced Diploma. Register your interest to be notified when we can guide your experience toward formal assessment by a qualified professional.
About This Qualification
This qualification reflects the role of paraplanners who provide a comprehensive range of financial planning services across a variety of product environments, including those involving complex issues and/or requiring innovative strategies. Individuals in these roles require well-developed skills and a broad knowledge base of the financial planning sector and required regulatory frameworks. At this level individuals are expected to apply specialist skills and knowledge in a range of situations to deal with complex situations and issues. They work across a broad range of technical or management functions with accountability for personal outputs and for team outcomes. Licensing, legislative, regulatory or certification considerations Work functions in the occupational areas where this qualification may be used are subject to regulatory requirements. Relevant regulatory authorities should be consulted to confirm those requirements before applying the qualification.
Qualification Code
FNS60920
Training Package
FNS — Financial Services Training Package
AQF Level
Advanced Diploma
Total Units
12 (9 core + 3 elective)
Entry Requirements
Nil
National Register
View on training.gov.au →RPL It Status: Not yet available — Registering interest
Important: RPL It Australia is a student support service. All assessment and qualification issuance is conducted by our partner Registered Training Organisations (RTOs). RPL It does not deliver training, conduct assessments, or issue qualifications.
Career Outcomes
According to training.gov.au, this qualification supports the following roles:
| Role | Responsibilities |
|---|---|
| Senior Paraplanner | Developing complex financial strategies and technical Statements of Advice while ensuring full regulatory alignment. |
| Insurance Advisor | Managing high-level client relationships and researching tailored insurance solutions to meet specific risk profiles. |
| Loss Adjuster | Investigating insurance claims and assessing complex losses to determine responsibility and prepare detailed findings. |
| Compliance Manager | Overseeing organisational systems to ensure ongoing adherence to evolving financial legislation and professional standards. |
Licensing
STATE SPECIFIC⚠️ Important
Work functions in financial planning and insurance are subject to strict regulatory requirements. While this qualification is a significant step toward recognition, you must consult the relevant authority in your jurisdiction to confirm specific licensing or registration needs.
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Could RPL Be Right for You?
Experience can be evidence.
RPL is the process that helps you demonstrate it.
Recognition of Prior Learning (RPL) is a formal assessment process that evaluates the skills, knowledge, and experience you've gained through your career to determine whether you meet the requirements of a nationally recognised qualification. It isn't a shortcut — it applies the same assessment standards as any other pathway.
RPL typically involves:
A review of your work experience against the qualification requirements
Compilation of an evidence portfolio demonstrating your competency
Assessment by a qualified assessor from a Registered Training Organisation
If gaps are identified, targeted training to build on your existing expertise
ℹ️ Important Pathway Advice
RPL isn't the right pathway for everyone. If you don't have substantial, relevant, and current industry experience, a traditional study pathway may serve you better.
Our approach:
“We'd rather guide you to the right pathway than enrol you in the wrong one.”
What Kind of Experience Counts?
If RPL becomes available for this qualification, the types of experience and evidence that would typically be relevant include:
Work History & Roles
- ✓Comprehensive CV detailing senior paraplanning or advisory experience
- ✓Position descriptions highlighting technical advisory and management roles
- ✓Records of professional development and industry body memberships
Financial Planning & Strategy
- ✓De-identified Statements of Advice (SOA) and financial plans
- ✓Complex financial modelling and research analysis reports
- ✓Evidence of developing innovative strategies for diverse client needs
Compliance & Ethics
- ✓Documentation of adherence to ethical and operational guidelines
- ✓Compliance audit reports or internal regulatory registers
- ✓Evidence of monitoring organisational system compliance
Client & Stakeholder Management
- ✓Records of client instruction implementation and implementation logs
- ✓Evidence of presenting and negotiating financial plans with stakeholders
- ✓Correspondence with insurance companies or financial institutions
Research & Analysis
- ✓Market research reports on financial and insurance products
- ✓Analytical summaries of legislative and regulatory changes
- ✓Product comparison papers used to support recommendations
This is general guidance based on training.gov.au. Specific requirements will be confirmed by the delivering RTO's assessor when RPL becomes available.
Frequently Asked Questions
Everything you need to know about this qualification and RPL.
Why is the Advanced Diploma of Paraplanning not currently available for enrolment?▾
Why should I register my interest now?▾
Is recognition of prior learning the same as a short course or fast-track study?▾
How does an Advanced Diploma level assessment differ from lower-level certificates?▾
Will I need to provide actual client files as evidence?▾
What happens if the assessor identifies a gap in my evidence?▾
Related Qualifications
Other qualifications in the Financial Services Training Package.
Advanced Diploma
Advanced Diploma of Accounting
FNS60222
Advanced Diploma
Advanced Diploma of Banking Services Management
FNS60622
Advanced Diploma
Advanced Diploma of Financial Licensing Management
FNS60722
Advanced Diploma
Advanced Diploma of Integrated Risk Management
FNS60822
Certificate I
Certificate I in Basic Financial Literacy
FNS10120
Register Your Interest
We're establishing partnerships to offer FNS60920 through RPL. Tell us about your background — we'll let you know when it's available and whether RPL is likely to suit your experience.
Priority Notification
Be the first to know when enrolments open for FNS60920.
Preliminary Review
Receive free guidance on whether RPL could suit your career background.
No Commitments
Registering is obligation-free and takes less than 2 minutes.
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