Financial Planning

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

Commerce (Financial Planning) (Certificate) (Diploma) (Online)
School/Trainer: University of Western Sydney [All Courses]

This course is designed for those who do not possess an undergraduate qualification, but who seek to pursue a postgraduate award relevant to the financial planning environment. Financial planning is an expanding area of practice for financial advisers, paraplanners, administration and support staff, risk writers, researchers and approved product list managers and public sectors. Successful stud......

Course description>>
 

This course is designed for those who do not possess an undergraduate qualification, but who seek to pursue a postgraduate award relevant to the financial planning environment. Financial planning is an expanding area of practice for financial advisers, paraplanners, administration and support staff, risk writers, researchers and approved product list managers and public sectors. Successful stud......

Course description>>
 

The targeted skills are: �Establishing budget forecasts. �Managing the budget. �Analyzing sales reports. �Interpreting the gap between objectives and results. �Taking corrective measures....

Course description>>
 

For financial planners, or those who wish to enter the financial planning industry, this course develops skills and knowledge to provide a range of standard financial planning services and specialist paraplanning services. This course leads to compliance with ASIC RG 146 (Tier 1). ...

Course description>>
 

The course is for experienced financial planners to develop advanced skills and knowledge to provide a comprehensive range of services and innovative strategies dealing with complex issues. The course includes a focus on client centered advice and management processes. ...

Course description>>
 

Financial planning is a complex and highly regulated activity. In this subject, we explore the key aspects of financial planning. It is designed for individuals in the finance industry who are seeking to demonstrate their competency under the Australian Securities and Investments Commission’s (ASIC) Regulatory Guide 146 (RG146) with regard to provision of financial advice in financial planning.......

Course description>>
 

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