Document ID: chunk:federal_register_of_legislation:F2024C00649:clause:1_88h
Version: federal_register_of_legislation:F2024C00649
Segment Type: clause
Provision Reference: sch 1 cl 88H
Character Range: 463489–468798

88H    Graduate Diploma of Financial Planning (Historical SIA / FINSIA).                                                                        during or after 2002 and before the end of 2008.                                The relevant provider completed or completes the following units of study:
                                                                                                                                                                                                                                (a) Financial Markets and Economics (C1) / The Securities Industry (51C) / Securities Industry and Economics (53C);
                                                                                                                                                                                                                                (b) Financial Planning Fundamentals (155);
                                                                                                                                                                                                                                (c) Financial and Investment Products (156);
                                                                                                                                                                                                                                (d) Financial Planning Skills I (157);
                                                                                                                                                                                                                                (e) Financial Planning Skills II (158);
                                                                                                                                                                                                                                (f) Superannuation and Retirement Planning (E152);
                                                                                                                                                                                                                                (g) at least 2 of the following:
                                                                                                                                                                                                                                 (i) Taxation and Strategies for Financial Planning / Personal Investment Management and Tax Planning (E151);
                                                                                                                                                                                                                                 (ii) Risk Management and Estate Planning (E153);
                                                                                                                                                                                                                                 (iii) Financial Analysis and Valuation (C2) / Financial Statement Analysis (54C);
                                                                                                                                                                                                                                 (iv) Foreign Exchange Markets and Trading (E111) / Foreign Exchange (61);
                                                                                                                                                                                                                                 (v) Futures Markets and Trading (E112) / Australian Futures Trading (60);
                                                                                                                                                                                                                                 (vi) Derivatives Pricing and Trading Strategies (E115);
                                                                                                                                                                                                                                 (vii) Applied Portfolio Management (E122) / Applied Portfolio Management (58);
                                                                                                                                                                                                                                 (viii) Industry Equity Analysis (E131) / Advanced Industrial Equity Analysis (57);
                                                                                                                                                                                                                                 (ix) Property Investment Analysis (E133) / Property Investment and Analysis (64);
                                                                                                                                                                                                                                 (x) Fundamentals of Portfolio Management / Asset Classes and Allocation Strategies / Asset Allocation (E121).
       La Trobe University