Financial Planning

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

Taxation Strategies in Financial Planning
Course Format: Classroom
School/Trainer: University of New South Wales [All Courses]
Training Center(s)/Venue(s): Sydney, NSW, Australia
Jobs & Resumes: Sydney
Houses & Roommates: Sydney

Taxation concessions for superannuation are a tool used by Government to encourage retirement funding and this course investigates those concessions and how they can be efficiently applied in financial planning. In doing so it assumes a basic understanding of taxation of contributions, funds and benefits. The course also investigates alternative taxation strategies that can be used in financial......

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In this course you will learn about industry entry-level activities such as: �Determining a clients needs �Researching products �Preparing a financial plan �Reviewing a financial plan This nationally recognised course is designed for financial planners who wish to provide a range of standard financial planning services....

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If you’ve already completed the Diploma or wish to further your studies, then consider undertaking the Advanced Diploma in Financial Services (Financial Planning). This builds on existing knowledge and skills in financial planning and offers a unique opportunity to undertake formal studies in the rapidly growing areas of agricultural investments and reverse mortgages. These courses have been de......

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When pursuing a career in financial planning, the Diploma of Financial Services (Financial Planning) is the place to start. By completing this course, you will meet the minimum education requirements of the Australian Securities and Investments Commission’s Regulatory Guideline 146 (RG146 or PS146)....

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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....

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If you are working in the super industry and need to be qualified to provide personal advice over a broader range of financial services than superannuation alone, then ASFA’s Diploma of Financial Services (Financial Planning) has been designed for you. You can gain this Diploma by completing the following four subjects: ASFA146 Superannuation, Insurance, Investment and Financia......

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