Training Course:Diploma of Financial ServicesSchool/Trainer:Australian Institute of Financial Services and Accounting
North Sydney, Parramatta, NSW, Australia
Course Format: Classroom | E-learning | Virtual Class | Online/Live | On-site/In-house | Blended | Self-paced
Course Description:
'' 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 and performance management;
the only nationally recognised practice management qualification on the market.
Course Content
Four Core Units delivered within four specialist modules:
1. Running a Profitable Financial Planning Practice
This module covers the strategic planning process and key management principles. Participants will develop an outline of a practice business plan that establishes the vision and direction of the business, defines the core activities and resources necessary to achieve it. The module covers different business structures, fee models, teaches preparation and management of budgets and forecasts, cashflows and time management.
Participants will gain understanding of management accounting information, evaluating and benchmarking performance and business valuation models.
2. Marketing a Financial Planning Practice
In this module students will learn all the aspects of sales and marketing planning, including marketing segmentation, development of client value proposition, developing a service offer to address a client segment need, develop and nurture relationships with clients, other professionals and third party referrers.
3. Operations - Financial Planning Perspective
Effective operation systems form a crucial platform for practice profitability and expansion. This module teaches how to establish and maintain standardised processes and work flows to minimise structural overlap, duplication and key person dependence.
4. Managing People in the Context of a Financial Planning Practice
A successful business culture enables practice to recruit and retain the right staff and sets it apart from competitors. A strong leadership and effective people management processes are as important in a small business as they are in a large corporation. They influence behaviour an in turn impact on the service to your client.
...''
Elements of this syllabus are subject to change.
Please go to the school's official website for training price and schedule:
http://www.aifa.edu.au/
Phone:1300 785 775
School Address/Venue(s):
97 Pacific Highway
North Sydney NSW Australia 2060
Jobs & Resumes: North Sydney, Parramatta
Houses & Roommates: North Sydney, Parramatta
Travel Agencies:
Search other schools for Diploma of Financial Services training resources.
Other training courses offered by Australian Institute of Financial Services and Accounting:
Certificate III in Financial Services (Accounts Clerical)
Certificate IV in Financial Services (Bookkeeping)
CERTIFICATE IV IN FINANCIAL SERVICES (ACCOUNTING)
Diploma of Accounting
Advanced Diploma of Accounting
Certificate III in Financial Services (Mercantile Agents)
Certificate IV in Finance/Mortgage Broking
Certificate IV in Financial Services (Financial Practice Support)
Diploma of Financial Services: Financial Planning
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