Training Course:FINANCIAL PLANNINGSchool/Trainer:The Association of Superannuation Funds of Australia Limited
Sydney, NSW, Australia
Course Format: Classroom | E-learning | Virtual Class | Online/Live | On-site/In-house | Blended | Self-paced
Course Description:
'' Financial planning is a complex and highly regulated activity. In this subject, we explore the key aspects of financial planning. It is designed for individuals in the finance industry who are seeking to demonstrate their competency under the Australian Securities and Investments Commission’s (ASIC) Regulatory Guide 146 (RG146) with regard to provision of financial advice in financial planning.
Financial Planning can count towards the Diploma of Financial Services (Financial Planning).
Financial Planning covers the following areas:
Introduction to financial planning
Insurance and estate planning
Superannuation
Retirement income and social security
Initial meeting with client
Prepare and implement the Statement of Advice
Financial planning in practice
Regulation
Individual taxation arrangements
Investments ...''
Elements of this syllabus are subject to change.
Please go to the school's official website for training price and schedule:
http://www.superannuation.asn.au/
Phone:02 9264 9300, 1800 812 798
School Address/Venue(s):
Level 6, 66 Clarence Street, Sydney NSW Australia 2000
Jobs & Resumes: Sydney
Houses & Roommates: Sydney
Travel Agencies: Sydney
Search other schools for FINANCIAL PLANNING training resources.
Other training courses offered by The Association of Superannuation Funds of Australia Limited:
Advanced Diploma of Financial Services (Superannuation)
Superannuation
ADMINISTRATION
TRUSTEESHIP
INSURANCE
INVESTMENT
TAXATION
LEGAL FRAMEWORK
DEFINED BENEFIT FUNDS
AUSTRALIA’S RETIREMENT INCOME SYSTEM
SELF MANAGED SUPERANNUATION FUNDS
Super Foundations
TrusteeKnowHow
Advanced TrusteeKnowHow
Certificate IV Financial Services (Superannuation)
Accredited Investment Fiduciary
Admin KnowHow
How not to give Advice
Compliance Refresher
Notice: The course description on this page was captured from the Internet as historical reference or submitted by visitors. It was archived statically and not updated from day to day.
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