Financial Planning

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

Advanced Diploma of Financial Services (Financial Planning)
Course Format: Classroom
School/Trainer: Kaplan Education Pty Ltd [All Courses]
Training Center(s)/Venue(s): Brisbane, Melbourne, Perth, Sydney, Australia
Jobs & Resumes: Brisbane, Melbourne, Perth, Sydney
Houses & Roommates: Brisbane, Melbourne, Perth, Sydney

The Advanced Diploma of Financial Services (Financial Planning) qualification consists of four subjects and a skills assessment that goes beyond the core fundamentals and provides experienced professionals with deeper knowledge and insight into the critical components of financial planning and advisory services....

Course description>>
 

This programme aims to give participants the skills and knowledge required to: Identify and use key communications skills to lead team meetings, questioning and discussing. Use written communication to review, evaluate and report of financial data. Monitor and control financial data. Delegating financial tasks. Work with team members and provide leadership. Work with other involve......

Course description>>
 

This course provides you with a range of specialist finance topics. You’ll study the principles of finance and explore the financial system, studying financial institutions and markets, the banking sector and non-bank financial institutions. You’ll study the Income Tax Assessment Act and its associated acts and regulations in detail. Topics in personal finance, estate planning, portfolio manage......

Course description>>
 

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 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......

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>>
 

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