Australian Institute of Financial Services and Accounting
North Sydney, Parramatta, NSW, Australia
http://www.aifa.edu.au/

Diploma of Financial Services: Financial Planning

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......
 

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; u......
 

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 an......
 

This course will equip you with: essential knowledge of the mortgage broking industry basic skills to work as a mortgage broker; understanding of the lending process and working knowledge of the relevant industry legislation; the necessary lead generation and client management skills required to become a successful mortgage broker; ASIC PS146 Tier 2 compliance; the required qualificat......
 

This course will equip you with: the knowledge of financial services industry; the ability to undertake the tasks and techniques involved in locating subjects; the skills necessary to resolve disputes; the ability to prepare reports; the expertise to effectively collect debts, serve legal process and repossess goods and property. COURSE CONTENT Students must complete 13 competen......
 

This course will equip you with: the knowledge to prepare financial reports, operational budgets and income tax returns; competencies in managing budgets and forecasts and administering accounts payable; the capability to establish and maintain accounting information systems and implement internal accounting control procedures; the skills to monitor corporate governance activities; eli......
 

This course will equip you with: the ability to process payrolls and business tax requirements, prepare financial reports, operational budgets and income tax returns; the skills to manage budgets and forecasts and monitor corporate governance activities; the knowledge to administer accounts payable and establish and maintain accounting information systems; the understanding of how to imp......
 

This course will equip you with: the ability to undertake tasks such as payroll processing, accounts payable and receivable processing, maintenance of general ledger, preparation of financial reports; the ability to use computer software (MYOB) in the accounting environment; an accounting qualification for membership of the Association of Accounting Technicians (AAT) and Institute of Certi......
 

This course will equip you with: comprehensive bookkeeping skills using MYOB; ability to undertake bookkeeping tasks, such as payroll processing, accounts payable and receivable processing, maintenance of general ledge, preparation of financial reports; qualification will allow registration as a registered BAS Service Provider with prerequisite supervised experience (subject to passing of ......
 

This course will equip you with: the skills necessary to perform bookkeeping tasks in the workplace; the ability to perform manual and computerised accounting; the understanding of office procedures and computing; the knowledge necessary to prepare financial reports; the relevant communication skills. Course Content Business Fundamentals FNSICIND301B Work in the financial services......
 

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