Financial Planning Education and Training

Education and formal training are the starting point on your journey to becoming a Financial Planner.

To qualify to provide advice you also need:

  • An Australian Financial Services Licensee (AFSL) who will accept your education and formal training and who will then authorise you to provide advice; and
  • Confidence in yourself and the people and systems you have around you.

We would like to guide you with education, authorisation and systems, giving you the confidence to make a viable business as a Financial Planner.


To view current Financial Planning Diploma Courses with Registered Training Organisations with whom we have a relationship, visit:

AAMC Financial Planning Training Partner AAMC Training – www.aamctraining.edu.au
Intellitrain Financial Planning Training Partner Intellitrain – www.intellitrain.com.au

Efficiency In Training

If you intend to enrol in further education and formal training - make sure you unlock new business opportunities at the same time.

Your Current Qualifications

Ring us to enquire about the appropriateness of your current qualifications and formal training.

B2P Mentoring - Bridging the Gaps

HNW Group Holding's subsiduary B2P Mentoring has a purpose built program to assist Mortgage Brokers to get started in Financial Planning.

The program provides a series of support measures in:

  • 1st Level Compliance
  • 1st Level Technical
  • Business Development
  • Mentoring
  • Training Guidance
  • Systems and Processes