Training Course:Financial AdviceSchool/Trainer:Investment Banking Institute Pty. Ltd.
Brisbane, Melbourne, Sydney, NSW, Australia
Course Format: Classroom | E-learning | Virtual Class | Online/Live | On-site/In-house | Blended | Self-paced
Course Description:
'' Finance Advice, the foundation course to the Diploma of Financial Services (Financial Planning), is designed to deliver the generic knowledge and financial planning skills required to advise retail clients.
General advice is selling a financial product where no recommendation is made to a retail client as to the suitability of that financial product. Our General Advice course contains the Generic Knowledge that is a mandatory pre-requisite, as it sets the foundation by teaching the integrity, ethics and legislative requirements (basic deposit products and related non-cash payment products)
Financial Planning
Regulations in the Financial Services Industry
Australian Economic Environment
Financial Advice Process in Practice
Financial Planning Skills
...''
Elements of this syllabus are subject to change.
Please go to the school's official website for training price and schedule:
http://www.ibi.edu.au/
Phone:1300 669 786, +61 (03) 98040701
School Address/Venue(s):
Melbourne:
Level 2, 460 Collins Street, VIC 3000 Australia
Sydney:
Levels 57, MLC Centre, 19-29 Martin Place, Sydney, NSW 2000 Australia
Brisbane:
AMP Place, 10 Eagle Street, QLD, 4000 Australia
Singapore:
#29-00, 6 Battery Road, Raffles Place, SG
Jobs & Resumes: Brisbane, Melbourne, Sydney
Houses & Roommates: Brisbane, Melbourne, Sydney
Travel Agencies: Brisbane, Melbourne, Sydney
Search other schools for Financial Advice training resources.
Other training courses offered by Investment Banking Institute Pty. Ltd.:
Risk Management
Investments
Superannuation
Risk Management Adviser
Investment Adviser
Superannuation Adviser
Derivatives Adviser
Managed Investments Adviser
Securities Adviser
Notice: The course description on this page was captured from the Internet as historical reference or submitted by visitors.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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