CAPSTONE FINANCIAL PLANNING
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1 CAPSTONE FINANCIAL PLANNING RG146 Guide to External Registered Training Organisations for Accountants
2 PROVIDER COURSE NAME DELIVERY OUTCOMES/QUALIFIED TO PROVIDE ADVICE IN: CAPSTONE AUTHORISATION TIER Mentor Diploma Financial Planning & SMSF FNS50611 Online/Self-Paced or Superannuation, Managed investments and Securities and Risk Insurance & SMSF Tier 2 fully qualified. Mentor Diploma Financial Planning FNS50615 Online/Self-Paced or Mentor SMSF Adviser Online/Self-Paced or Mentor Accountants Bridging Course Online/Self-Paced or Kaplan Diploma Financial Planning FNS50611 Online/Self-Paced or Superannuation, Managed investments and Securities and Risk Insurance Superannuation and SMSF Superannuation, Managed investments and Securities and Risk Insurance & SMSF Superannuation, Managed investments and Securities and Risk Insurance Tier 1 additional study is required, a SMSF specialist course. Tier 2 additional study is required, a SMSF specialist course. Tier 2 additional study is required. Diploma of Financial Planning modules Managed investments and Risk Insurance. Tier 2 fully qualified. Tier 1 - additional study is required, a SMSF specialist course. Tier 2 - additional study is required, a SMSF specialist course. Kaplan Self-Managed Superannuation Funds Program Online/Self-Paced or Superannuation and SMSF Tier 2 additional study is required. Diploma of Financial Planning modules Managed Investments and Risk Insurance. Kaplan Accountants SMSF Package only minimum numbers. IIT Diploma Financial Planning FNS50615 Distance Education Selfpaced or workshop Superannuation and SMSF Superannuation, Managed investments and Securities and Risk Insurance Tier 2 additional study is required. Diploma of Financial Planning modules Managed Investments and Risk Insurance. Tier 1 - additional study is required, a SMSF specialist course. Tier 2 - additional study is required, a SMSF specialist course. IIT Specialist Self-Managed Superannuation Funds Distance Education Selfpaced or workshop Superannuation and SMSF Tier 2 additional study is required. Diploma of Financial Planning modules Managed Investments and Risk Insurance. Integrity Diploma Financial Planning FNS50611 Online/Self-Paced or Integrity Self-Managed Super Fund Core Course Online/Self-Paced or Integrity Accountants Comprehensive SMSF Online/Self-Paced or Integrity Accountants Essentials Course Online/Self-Paced or Superannuation, Managed investments and Securities and Risk Insurance SMSF Superannuation, Managed investments and Securities and Risk Insurance Superannuation and SMSF Tier 1 - additional study is required, a SMSF specialist course. Tier 2 - additional study is required, a SMSF specialist course. Tier 1 additional study is required, Generic knowledge and Superannuation. Tier 2 additional study is required. Diploma of Financial Planning modules Managed Investments and Risk Insurance. Tier 2 fully qualified. Tier 2 additional study is required. Diploma of Financial Planning modules Managed Investments and Risk Insurance 2
3 COSTS: Mentor Education Diploma Financial Planning - FNS50611 Online/Self-Paced or Up to 10 months from commencement date All major cities: Each module is held over 1 day Only the Financial Plan Preparation Part 2 is head over 2 days 8 person minimum DFS1: Financial Advice DFS2: Life Insurance Advice DFS3: Superannuation Advice DFS4: Investment Advice SMSF Financial Plan Preparation Part 1 Financial Plan Preparation Part 2 Diploma of Financial Planning & SMSF - Online Learning $2,300 or $4,080 for Full Course Enrolment Discount special pricing for IPA members Online Learning $2,150 or $3,790 for Or Individual Subjects = $460 and $675 for workshops Financial Plan Prep Part 1 $235 and Part 2 $470. Per module: multiple choice knowledge test & short answer response to practical case study NIL Provide Advice in: Risk Insurance; Superannuation; Managed Investments and Securities Tier 1 - Fully qualified Tier 2 - Fully qualified 3
4 COSTS: Mentor Education Diploma Financial Planning - FNS50615 Online/Self-Paced or Up to 10 months from commencement date All major cities: Each module is held over 2 days Financial Plan Construction : 1 day 8 person minimum DFS1: Financial Advice DFS2: Life Insurance Advice DFS3: Superannuation Advice DFS4: Investment Advice Financial Plan Construction: SoA research, develop, implement, present & review DFS 1 4 = $ $1,400 for workshop Or Individual Subjects = $520 + $360 for workshops Per module: multiple choice knowledge test & short answer response to practical case study NIL Provide Advice in: Risk Insurance; Superannuation; Managed Investments and Securities Tier 1 - addition study is required: SMSF Specialist Course Tier 2 - addition study is required: SMSF Specialist Course 4
5 COSTS: Mentor Education SMSF Adviser Online/Self-Paced or Up to 4 months from commencement date All major cities: Total of 2 days 8 person minimum Part 1: Superannuation Basics Part 2: Introducing SMSFs Part 3: Forming a SMSF Part 4: Obligations & Responsibilities of Trustees Part 5: Contributing to a SMSF Part 6: Investments by a SMSF Part 7: Investment Opportunities for SMSF Part 8: Pensions and Withdrawals for a SMSF Part 9: Estate Planning for a SMSF Part 10: Winding Up a SMSF $520 + $360 for workshops Multiple choice questions, short answer response to practical case study & client engagement simulation (role play) Generic Knowledge and Superannuation Provide Advice in: Superannuation and SMSF Tier 1 - Fully qualified Tier 2 - Addition study is required: Diploma of Financial Planning. Possible exemption Generic Knowledge & Superannuation 5
6 COSTS: Mentor Education Accountants Bridging Course Online/Self-Paced or Up to 12 months from commencement date All major cities: Run over 6 days 8 person minimum Financial Advice Australian Industry Essential Financial Advice Fundamentals Life Insurance Core Area Specialist Area Superannuation Advice Investment Advice SMSF Advice Financial Plan Construction: SoA research, develop, implement, present & review $2,390 + $1,800 for workshops Or Individual Subjects $520 + $225 for workshops Multiple choice knowledge tests, short answer response to practical case study & client engagement simulation (role play) Open to Accountants Only Provide Advice in: Risk Insurance; Superannuation; Managed Investments; Securities and SMSF Tier 1 fully qualified Tier 2 fully qualified 6
7 Kaplan Professional Diploma Financial Planning - FNS50611 Online/Self-Paced or Up to 12 weeks from commencement date Corporate Only*. Minimum numbers apply. Call to discuss. DFP1: Generic Knowledge and Foundations of Financial Planning DFP2: Insurance and Risk Protection DFP3: Superannuation and Retirement Planning DFP4: Securities and Managed Investments COSTS: DFP 1 4 = $1995 Individual Subjects = $585 Capstone Price: DFP 1 4 = $1595 Individual Subjects = $490 Reading, 1 x open book online exam and 1 x assignment NIL Provide Advice in: Risk Insurance; Superannuation; Managed Investments and Securities Tier 1 - addition study is required: SMSF Specialist Course Tier 2 - addition study is required: SMSF Specialist Course As at April Capstone does not guarantee the accuracy of this information. Check with the RTO before making a decision. (*) Corporate is for individuals who have prior studies and work experience. Call to discuss face-to-face delivery. V1.0 7
8 Kaplan Professional Self-Managed Superannuation Funds Program Online/Self-Paced or Up to 12 weeks from commencement date Corporate Only*. Minimum numbers apply. Call to discuss. Topic 1: Introduction to self-managed superannuation funds Topic 2: Trustee roles and responsibilities Topic 3: Contributions, rollovers and transfers Topic 4: Investment restrictions Topic 5: Taxation issues Topic 6: Preservation and conditions of release Topic 7: Benefit payments Topic 8: Estate planning Topic 9: Strategies and financial planning opportunities Topic 10: Self-managed superannuation funds and the financial planning process COSTS: $585 Capstone Price: $490 Reading, 1 x open book online exam and 1 x assignment Generic Knowledge and Superannuation Provide Advice in: Superannuation and SMSF Tier 1 fully qualified Tier 2 - addition study is required: Diploma of Financial Planning. Possible exemption Generic Knowledge & Superannuation As at April Capstone does not guarantee the accuracy of this information. Check with the RTO before making a decision. (*) Corporate is for individuals who have prior studies and work experience. Call to discuss face-to-face delivery. V1.0 8
9 Kaplan Professional Accountants SMSF Package Online/Self-Paced or Up to 12 weeks from commencement date Corporate Only*. Minimum numbers apply. Call to discuss. Topic 1: Superannuation overview Topic 2: SMSF overview and trustee responsibilities Topic 3: Contributions Topic 4: Investments and restrictions Topic 5: Taxation Topic 6: Preservation Topic 7: Benefit payments Topic 8: Death benefits Topic 9: Financial planning and Statement of Advice Topic 10: Strategies COSTS: CA or CPA: $585 IPA: $685 Capstone Price: $490 PREREQUISITES : Reading, 1 x open book online exam and 1 x assignment Certificate of Public Practice. Only recognised accountants can enrol in this course. Provide Advice in: Superannuation and SMSF Tier 1 fully qualified Tier 2 addition study is required: Diploma of Financial Planning. Possible exemption Generic Knowledge & Superannuation As at April Capstone does not guarantee the accuracy of this information. Check with the RTO before making a decision. (*) Corporate is for individuals who have prior studies and work experience. Call to discuss face-to-face delivery. V1.0 9
10 COSTS: IIT International Institute of Technology Diploma Financial Planning - FNS50615 Distance Education self-paced or Tutorial workshop Up to 52 weeks from commencement date All major cities. 2 days per module in class (plus pre study) certain dates FPP: Financial Planning in Practice PIP: Principles of Investment Planning PRS: Principles of Retirement and Superannuation PRM: Principles of Risk Management $450 per module + $449 per workshop All four modules together for full diploma: Distance education $1,450 or $2,899 PREREQUISITES : Reading, True/False, Multiple Choice, Short Answer Questions, Case Study and role-play Nil Provide Advice in: Risk Insurance; Superannuation; Managed Investments and Securities Tier 1 - addition study is required: SMSF Specialist Course Tier 2 - addition study is required: SMSF Specialist Course 10
11 IIT International Institute of Technology COSTS: Specialist Self-Managed Superannuation Funds Distance Education self-paced or Tutorial workshop Up to 8 months from commencement date All major cities. 2 days per module in class (plus pre study) certain dates FPP: Financial Planning in Practice PRS: Principles of Retirement and Superannuation PSMSF: Principles of Self-Managed Superannuation Funds $450 per module + $449 per workshop All three modules together for full SMSF: Distance education $1,200 or $2,100 PREREQUISITES : Reading, True/False, Multiple Choice, Short Answer Questions, Case Study and role-play Nil for this course. To complete the PSMSF module only, previously attained competency units contained in modules of FPP and PRS. Partial completion towards FNS50611 Diploma of Financial Planning. Provide Advice in: in: Superannuation and SMSF Tier 1 fully qualified Tier 2 - addition study is required: Diploma of Financial Planning. Possible exemption Generic Knowledge & Superannuation 11
12 COSTS: Integrity Education Group Accountants Essentials Course Online/Self-Study or Up to 52 weeks from commencement date Assessments / Assignments can be completed in workshop Dependant on numbers 2 days workshops per module Midweek Tuesday to Friday & Saturdays In house on request PFP: Practice of Financial Planning (including Generic Knowledge) PSR: Practice of Superannuation & Retirement Planning PSMSF: Practice of Self-Managed Superfunds Online $999 Special pricing if Capstone is mentioned on enquiry. Including workshop = $1,799 (2 days per module) Per module: Multiple choice, Short answer questions, Case Studies NIL Provide advice in: Superannuation & SMSF Tier 1 fully qualified Tier 2 additional study is required: Diploma of Financial Planning. Possible exemption Generic Knowledge & Superannuation 12
13 Integrity Education Group Accountants Comprehensive SMSF Training Solution Online/Self Study or Up to 52 weeks from commencement date Assessments / Assignments can be completed in workshop Dependant on numbers 2 days workshops per module Midweek Tuesday to Friday & Saturdays In house on request PFP: Practice of Financial Planning (including Generic Knowledge) PRM: Practice of Risk Management PSR: Practice of Superannuation & Retirement Planning PIP: Practice of Investment Planning PSMSF: Practice of Self-Managed Superfunds Optional Module: COSTS: Online $2,299 PML: Practice of Margin Lending Including workshop = $3,999 (10 days 2 days per module) Facilitated experience. Multiple choice, Short answer questions, Role plays / Workplace simulations, Case Studies in workshop environment. Practicing Accountant Provide Advice in: Risk Insurance; Superannuation; Managed Investments; Securities, SMSF & Margin Lending (optional) Tier 1 fully qualified Tier 2 fully qualified 13
14 Integrity Education Group FNS Diploma Financial Planning Online/Self-Paced or Up to 52 weeks from commencement date Assessments / Assignments can be completed in workshop Dependant on numbers - 2 day workshops per module Midweek Tuesday to Friday & Saturdays In house on request PFP: Practice of Financial Planning (including Generic Knowledge) PRM: Practice of Risk Management PSR: Practice of Superannuation & Retirement Planning PIP: Practice of Investment Planning Optional Module COSTS: Online All 4 = $1,499 PREREQUISITES PSMSF: Practice of Self-Managed Superfunds All 4 with s = $2,999 (2 days per module) Individual Subjects = $549; Including workshop = $999 Add SMSF module = $500 online / $1,000 workshop (2 additional days) Facilitated experience. Multiple choice, Short answer questions, Role plays / Workplace simulations, Case Studies in workshop environment. NIL Provide Advice in: Financial Planning; Risk Insurance; Superannuation; Managed Investments; Securities Tier 1 - additional study is required: SMSF Specialist Course Tier 2 - additional study is required: SMSF Specialist Course 14
15 Integrity Education Group Self-Managed Super Fund (SMSF) Core Course Online/Self-Paced or Up to 52 weeks from commencement date Assessments / Assignments can be completed in workshop Dependant on numbers held over 2 days Midweek Tuesday to Friday & Saturdays In house on request MODULES Introduction to SMSFs and Trustee Responsibilities SMSFs: Making and maintaining investments Paying and structuring benefits Limited Recourse Borrowing Arrangements Estate Planning and administering on death Contributions and excess contributions tax Anti-detriment deductions COSTS: Online $550. Including workshop = $999 (2 days). Facilitated experience. Multiple choice, Short answer questions, Workplace simulations, Case Studies in workshop environment. PREREQUISITES NIL Provide advice in: Self-Managed Superannuation Funds (SMSF) Tier 1 - additional study required: Generic Knowledge & Superannuation Tier 2 - additional study required: Diploma of Financial Planning 15
CAPSTONE FINANCIAL PLANNING
CAPSTONE FINANCIAL PLANNING RG146 Guide to External Registered Training Organisations for Accountants PROVIDER COURSE NAME DELIVERY OUTCOMES/QUALIFIED TO PROVIDE ADVICE IN: CAPSTONE AUTHORISATION TIER
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