Finance

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

Advice in Superannuation and Managed Investments
Course Format: Classroom
School/Trainer: Australian College of Commerce and Management [All Courses]
Training Center(s)/Venue(s): Balcatta, WA, Australia
Jobs & Resumes: Balcatta
Houses & Roommates: Balcatta

This course which is on the ASIC approved register covers the requirements for providing advice in Investments and Superannuation and is RG146 compliant. It also includes areas relating to taxation, disclosure, compliance, investments and retirement income streams. Superannuation and Managed Investment advice can be either general advice or personal advice, this course covers both. Completi......

Course description>>
 

Insurance advice can be either “General advice�or Personal advice. This course covers both. On completion of the course you will be able to assist clients to establish protection strategies around risk management using general insurance products. To be able to give personal advice you must also complete the Diploma Financial Services Financial Planning module and this is available via face to ......

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This course which is on the ASIC approved register covers the requirements for providing advice in Derivatives and Securities and is RG146 compliant. It also includes areas relating to analysing financial risk and financial markets. Derivative and Securities advice can be either general advice or personal advice, this course covers both. Completion of this course will allow you to give your......

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This course consists of the following: Session 1 - Understanding corporate entities Session 2 - Understanding Financial Reports Session 3 - Understanding Financial Ratios Outcomes - Upon completion of this course you will have a good understanding of company and trust structures and are able to read and understand company’s financials along with being prepared to ask clients meaningful ......

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The AAMC Finance Broking mentoring program has been designed to assist students in meeting their 2 year mentoring requirement as set by various associations and DOCEP. Ideally the student will have already enrolled in or completed Certificate IV in Financial Services (Finance/Mortgage Broking). The 2 year program will consist of the following: · Interview Conduct Assessments · Applicati......

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This course offers Finance Brokers an alternative to meet the minimum entry level to the Finance Broking Industry as required by the lenders if you have previously completed Certificate IV Financial Services (Finance/Mortgage). The course covers 8 sections relevant to the Finance Broking Industry Codes and Acts. �FBAA Code of Practice and Disputes Resolution Service �Anti-Discrimination......

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