Document ID: chunk:federal_register_of_legislation:F2024C00649:clause:1_88a
Version: federal_register_of_legislation:F2024C00649
Segment Type: clause
Provision Reference: sch 1 cl 88A
Character Range: 426568–435783

88A    Graduate Diploma of Financial Planning.                                                                                                  during or after 2014 and before the end of July 2019.                           The relevant provider completed or completes the following units of study :
                                                                                                                                                                                                                                (a) any of the following:
                                                                                                                                                                                                                                 (i) FPC001 Economic, Legal and Ethical Context for Financial Planning;
                                                                                                                                                                                                                                 (ii) FPC001U Economic, Legal and Ethical Context for Financial Planning;
                                                                                                                                                                                                                                 (iii) FPC001B Economic and Legal Context for Financial Planning;
                                                                                                                                                                                                                                (b) any of the following:
                                                                                                                                                                                                                                 (i) FPC002 Applied Financial Planning;
                                                                                                                                                                                                                                 (ii) FPC002U Applied Financial Planning;
                                                                                                                                                                                                                                 (iii) FPC002B Ethics and Professionalism in Financial Advice;
                                                                                                                                                                                                                                (c) either:
                                                                                                                                                                                                                                 (i) FPC003 Superannuation and Retirement Advice; or
                                                                                                                                                                                                                                 (ii) FPC003U Superannuation and Retirement Advice;
                                                                                                                                                                                                                                (d) either:
                                                                                                                                                                                                                                 (i) FPC004 Insurance Advice; or
                                                                                                                                                                                                                                 (ii) FPC004U Insurance Advice;
                                                                                                                                                                                                                                (e) either:
                                                                                                                                                                                                                                 (i) FPC005 Estate and Succession Planning; or
                                                                                                                                                                                                                                 (ii) FPC005U Estate and Succession Planning;
                                                                                                                                                                                                                                (f) either:
                                                                                                                                                                                                                                 (i) FPC006 Tax and Commercial Law for Financial Planning / Taxation for Financial Planning / Tax Considerations in Financial Advice; or
                                                                                                                                                                                                                                 (ii) FPC006U Tax and Commercial Law for Financial Planning / Tax Considerations in Financial Advice;
                                                                                                                                                                                                                                (g) any of the following:
                                                                                                                                                                                                                                 (i) FPC007 Client Engagement Skills;
                                                                                                                                                                                                                                 (ii) FPC007U Client Engagement Skills;
                                                                                                                                                                                                                                 (iii) FPC007B Client Engagement Skills;
                                                                                                                                                                                                                                (h) either:
                                                                                                                                                                                                                                 (i) FPC008 Investment Advice / Investment Management: Fund Manager Perspective; or
                                                                                                                                                                                                                                 (ii) FPC008U Investment Advice / Investment Management: Fund Manager Perspective.
                                                                                                                                                                                                                                Note 1 The units of study mentioned in subparagraphs (a)(ii), (b)(ii), (c)(ii), (d)(ii), (e)(ii), (f)(ii), (g)(ii) and(h)(ii) were offered from March 2014 to July 2015.
                                                                                                                                                                                                                                Note 2 The units of study mentioned in subparagraphs (a)(iii), (b)(iii) and (g)(iii) commenced in July 2019.
                                                                                                                                                                                                                                Note 3 If the units of study mentioned in subparagraphs (b)(i)(ii) were completed as part of the qualification, an Ethics for Professional Advisers bridging unit will also need to be completed: see subsection 6(2).
                                                                                                                                                                                                                                Note 4 If the unit of study mentioned in subparagraph (b)(iii) was completed as part of the qualification, Paragraph 6(2)(a) does not apply to this qualification (about an ethics bridging unit).