Training Course:Certificate IV in Financial Services (Financial Practice Support)School/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:
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; understanding of compliance issues; time management skills, as well as computer skills.
Course Content
Four Core Units delivered within four specialist modules:
CFS400 - FOUNDATIONS FOR BUSINESS
FNSICIND401B Apply principles of professional practice to work in the financial services industry
FNSICGEN301B Communicate in the workplace
FNSICGEN302B Use technology in the workplace
FNSICGEN304B Apply health & safety practices in the workplace
CFPLN1 �PLAN PREPARATION AND IMPLEMENTATION
FNSFPLN401B Extract and analyse information on specified financial strategies and products to set guidelines
FNSFPLN402B Prepare financial plans to set strategies and guidelines
FNSFPLN403B Implement financial plan to predetermined guidelines
FNSFPLN501B Comply with financial planning practice ethical and operational guidelines and regulations
CGEN1 �COMMUNICATIONS WITH CLIENTS
FNSICGEN401B Participate in formal communications processes
FNSICGEN402B Participate in negotiations
FNSICGEN403B Collect, use and assess information
FNSICGEN404B Resolve disputes
...''
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:
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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
Diploma of Financial Services
Diploma of Financial Services: Financial Planning
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