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Nationally RegisteredAdvanced Diploma
FNS60920 · Business & Finance
Advanced Diploma of Paraplanning
This qualification is not yet available through RPL It. Register your interest to be notified when it becomes available.
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.
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The qualification
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.
Important: RPL It Australia is a student support service. All assessment and qualification issuance is conducted by the delivering Registered Training Organisation. RPL It does not deliver training, conduct assessments, or issue qualifications.
RPL It status: Interest registration open
New to RPL?
What Is Recognition of Prior Learning?
Recognition of Prior Learning is a formal assessment process that evaluates skills, knowledge, and experience you have gained through your career against the requirements of a nationally recognised qualification.
You gather relevant workplace evidence and a qualified assessor from the delivering Registered Training Organisation evaluates that evidence. If the assessor determines every competency requirement is met, the RTO issues the qualification.
Your Interest Pathway in Four Steps
2
Availability Confirmed
We contact you when an appropriate RTO pathway and current servicing details are confirmed.
3
Evidence Planning
If you choose to proceed, we help you understand the workplace evidence an RTO may need to review.
4
RTO Assessment
Formal assessment and any qualification outcome are handled only by the delivering Registered Training Organisation.
Explore Roles Associated With This Qualification
Select a role to review its database-listed outcome and examples of evidence that may help an RTO understand your experience.
Senior Paraplanner
Developing complex financial strategies and technical Statements of Advice while ensuring full regulatory alignment.
Examples of workplace evidence that may help an RTO assessor understand this experience include:
- Comprehensive CV detailing senior paraplanning or advisory experience
- Position descriptions highlighting technical advisory and management roles
- Records of professional development and industry body memberships
- 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
What Kind of Experience Can Support Your Application?
Your consultant can help you identify relevant workplace records. The delivering RTO decides whether the evidence is sufficient and current.
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
Interested in this qualification?
Register your interest and we will contact you if an appropriate RTO pathway becomes available.
Register Your InterestPathway comparison
RPL and Traditional Study
Two pathways that use the same RTO competency standards.
Compare
RPL pathway
Traditional study
Starting point
Your existing, current workplace skills and evidence
A planned course of learning and assessment
How competency is shown
Workplace evidence mapped to the qualification requirements
Learning activities, assignments, practical work, and assessment
Assessment decision
Made by a qualified assessor from the delivering RTO
Made by a qualified assessor from the delivering RTO
If gaps are identified
Additional evidence or targeted gap training may be required
Learning and assessment continue through the course structure
Qualification outcome
Issued only when the RTO determines all requirements are met
Issued only when the RTO determines all requirements are met
Everything You Need to Know Before Enrolling
Fees, timeframes, the delivering RTO, and any qualification-specific conditions are confirmed before you make an enrolment decision.
Pricing is not available for this pathway yet
This qualification is currently in the interest-registration stage. No fee or enrolment offer is being made. Current pricing and delivery details will be provided only if an RTO pathway is confirmed.
Timing is not yet confirmed
A timeline cannot be stated until a delivering RTO and current servicing details are confirmed. Registering interest does not start an assessment or guarantee future availability.
Delivering Registered Training Organisations
No delivering RTO partnership is currently confirmed for this qualification. Registering interest helps the team understand demand but does not create an enrolment or assessment relationship.
RPL It supports the pathway; the RTO makes the decision
RPL It Australia
- Preliminary skills review or interest registration
- Evidence gathering guidance
- Student support and pathway information
Delivering RTO
- Formal assessment by qualified assessors
- Competency and gap-training decisions
- Qualification issuance and assessment appeals
Additional licensing requirements may apply
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.
NSW: NSW Fair Trading / ASICVIC: Consumer Affairs Victoria / ASICQLD: Queensland Office of Fair Trading / ASICWA: Department of Mines, Industry Regulation and Safety / ASICSA: Consumer and Business Services / ASICTAS: Consumer, Building and Occupational Services / ASICACT: Access Canberra / ASICNT: Northern Territory Government / ASIC
Interest Registration
Register Your Interest in FNS60920
Tell us about your background and we will let you know if this qualification becomes available through an appropriate RTO pathway.
- Priority notification about FNS60920 availability
- Guidance on whether an RPL pathway may suit your background
- No commitment or guaranteed assessment outcome
- Formal assessment and qualification issuance remain with the RTO
Prefer to talk? Call 1300 93 60 93
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Why is the Advanced Diploma of Paraplanning not currently available for enrolment?
We are currently in the process of establishing partnerships with Registered Training Organisations (RTOs) that specialise in this high-level financial qualification. This ensures that when you do apply, you are guided by assessors who truly understand the technical complexity of your work.
Why should I register my interest now?
Registering your interest allows us to notify you the moment a suitable RTO partnership is finalised. It also helps us understand the demand for this specific qualification, allowing us to prioritise the development of the necessary evidence guides for your industry.
Is recognition of prior learning the same as a short course or fast-track study?
No. Recognition of Prior Learning (RPL) is a formal assessment process that evaluates the skills you have already gained through years of experience. It is not a condensed version of a course; it is a rigorous pathway that treats your experience as evidence of competency against national standards.
How does an Advanced Diploma level assessment differ from lower-level certificates?
At the Advanced Diploma level, the assessor looks for evidence of specialist skills, management of complex situations, and accountability for team outcomes. The documentation required is typically more sophisticated, reflecting your ability to apply innovative strategies and navigate high-level regulatory frameworks.
Will I need to provide actual client files as evidence?
You will need to provide evidence of your work, such as Statements of Advice. However, all evidence must be de-identified to protect client privacy and comply with data protection regulations. Your consultant will guide you on how to prepare these documents for the assessor.
What happens if the assessor identifies a gap in my evidence?
If the RTO's assessor identifies an area where your evidence does not fully meet the competency requirements, they will provide feedback. We then work with the RTO to provide targeted gap training to address those specific units, ensuring you can demonstrate the required standard without starting over.
What does registering my interest mean?
Registering your interest means you'd like to be notified when this qualification becomes available through RPL. There's no commitment. We'll contact you when an RTO partnership is confirmed for this qualification.
Why isn't this qualification available yet?
RPL It works with partner RTOs to deliver qualifications. We're currently exploring RTO partnerships for this qualification. Registering your interest helps us prioritise which qualifications to focus on next.
What happens after I register my interest?
You'll receive a confirmation, and we'll keep your details on file. When a partner RTO is confirmed for this qualification, we'll contact you with the next steps, including how to start your free skills review.
Can I still do a free skills review for this qualification?
Yes. A free skills review helps you understand whether your experience aligns with the qualification requirements, regardless of whether an RTO partner is currently available. It's a useful first step while you wait.
Related Qualifications
Other qualifications in the Financial Services Training Package training package.
Ready when you are
Be First to Know When FNS60920 Becomes Available
Registering interest is free and carries no obligation. We will contact you if an appropriate RTO pathway is confirmed.
This is a preliminary discussion, not a formal assessment or a guarantee of outcome. RPL It Australia does not issue qualifications.