CFP

at school(s) in Australia or delivered online/live/on-site/by e-learning

Personal Financial Planning and Superannuation Workshop
Course Format: Classroom
School/Trainer: CPA Australia [All Courses]
Training Center(s)/Venue(s): Brisbane, Melbourne, Perth, Sydney, Australia
Jobs & Resumes: Brisbane, Melbourne, Perth, Sydney
Houses & Roommates: Brisbane, Melbourne, Perth, Sydney

Workshop 1 �The Financial Planning Process, Investments and Remuneration Planning This workshop will discuss financial planning process and Statement of Advice, regulatory and licensing requirements, risk, return and portfolio analysis, investment issues and strategies, types of investments and insurance. Workshop 2 �Personal Tax Planning, Retirement Planning, Estate Planning and Soci......

Course description>>
 

This program provides students with the fundamental practical and theoretical knowledge to enable them to practise as financial planners and advisers, and to gain employment in the investment and financial planning fields. This program is designed to be conversion programs for students who have completed their undergraduate studies in a related discipline other than financial planning or to pro......

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This course is designed for applicants wanting knowledge in the process of financial planning, together with the fundamental skills and knowledge required in professional practice. The course provides a good foundation for those wanting to gain employment in the finance industry and also enables professionals currently employed in these areas to further develop their skills. Students study u......

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The College for Financial Planning offers the most successful Online Review sessions facilitated by highly trained instructors, with the most difficult concepts explained in visuals presented on your PC. These sessions allow you to review all the topics covered on the CFP® Certification Examination and highlight updated tax laws. Online Review session includes: 48+ hours of instructor-l......

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Estate planning is vital to a total financial plan, especially in your work with high-net-worth clients. This fifth course introduces you to the process of developing an estate plan. Topics covered include federal estate and gift taxation, techniques that reduce the size of a gross estate, wills, intestacy, probate, trusts, and more. Study topics include: Estate Planning Process & Goals M......

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With more and more Americans expressing concern about how they can be financially comfortable in retirement, it’s crucial to your business that you know how to serve their needs in this area. This fourth course covers all the major retirement-related issues: retirement savings need analysis, qualified retirement plan design, Social Security, Medicare, and more. In addition, group life, health, ......

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