Accounting
Based in Australia

Diploma of Financial Services: Financial Planning
Course Format: On-Site/In-House
Trainer: Australian Institute of Financial Services and Accounting
This course will equip you with: the ASIC RG 146 compliance training necessary to operate as a Financial Planner under an employer’s Australian Financial Services License; a financial planning qualification to enable you to provide advice in financial planning, managed investments, superannuation, life insurance, securities and derivatives; the ability to assess client’s needs, tailor and......
Office Location: North Sydney, Parramatta, NSW, Australia
 

Certificate IV in Financial Services (Financial Practice Support)
Course Format: On-Site/In-House
Trainer: Australian Institute of Financial Services and Accounting
This course will equip you with: formal qualification in paraplanning that meets the RG146 compliance requirements; comprehensive knowledge of all aspects of the paraplanning process; a full range of skills necessary to perform the paraplanning function including report writing skills, ability to analyse statistics; ability to conduct research for appropriate providers and investments; u......
Office Location: North Sydney, Parramatta, NSW, Australia
 

Diploma of Financial Services
Course Format: On-Site/In-House
Trainer: Australian Institute of Financial Services and Accounting
This course will equip you with: a comprehensive knowledge of all aspects of small business management in the context of a financial planning practice; comprehensive business planning and management skills covering all the aspects of running a commercial operation including management of budgets and forecasts, sales and marketing planning, setting up and managing practice systems, and HR an......
Office Location: North Sydney, Parramatta, NSW, Australia
 

Certificate IV in Finance/Mortgage Broking
Course Format: On-Site/In-House
Trainer: Australian Institute of Financial Services and Accounting
This course will equip you with: essential knowledge of the mortgage broking industry basic skills to work as a mortgage broker; understanding of the lending process and working knowledge of the relevant industry legislation; the necessary lead generation and client management skills required to become a successful mortgage broker; ASIC PS146 Tier 2 compliance; the required qualificat......
Office Location: North Sydney, Parramatta, NSW, Australia
 

Certificate III in Financial Services (Mercantile Agents)
Course Format: On-Site/In-House
Trainer: Australian Institute of Financial Services and Accounting
This course will equip you with: the knowledge of financial services industry; the ability to undertake the tasks and techniques involved in locating subjects; the skills necessary to resolve disputes; the ability to prepare reports; the expertise to effectively collect debts, serve legal process and repossess goods and property. COURSE CONTENT Students must complete 13 competen......
Office Location: North Sydney, Parramatta, NSW, Australia
 

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