Training Course:Diploma of Financial Services: Financial PlanningSchool/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:
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 recommend an appropriate strategy;
the ability to conduct financial planning analysis and research;
practical skills that enable you to write a compliant Statement of Advice;
provide ongoing services to your clients.
Course Content
Financial Services Overview
Intro to Financial Planning, Compliance and Products
The Australian Financial System, Markets and Economy
Financial and Investment Products
Introduction to Superannuation
Introduction to Estate Planning
Introduction to Life Insurance and Risk Management
Risk Management
Insurance Markets and Products
Risk Management: Products and Regulatory Environment
Managing Risk
Investment Planning
The Fundamentals of Investments
Mathematics of Finance
Securities
Derivatives
Fixed Interest Products
Managed Investment Products
Superannuation and Retirement Planning
Superannuation in the Australian Context
Operations of Superannuation Funds
Fund Compliance
Superannuation and Taxation
Death Benefits
Social Security Issues
...''
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
Certificate IV in Financial Services (Financial Practice Support)
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