LAN

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

Para-planners and Trainee Advisors
Course Format: Classroom
School/Trainer: Pinnacle Financial Services Academy Pty Ltd [All Courses]
Training Center(s)/Venue(s): Melbourne, Sydney, Australia
Jobs & Resumes: Melbourne, Sydney
Houses & Roommates: Melbourne, Sydney

The para-planner course teaches participants how to comply with the law when giving financial services advice to prospective or existing clients. Learning outcomes: Explain what the financial services industry is and describe the environment in which it operates Demonstrate your understanding of the financial services laws and how they affect financial products and services provided to custo......

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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 Kaplan Professional Chartered Accountants Support Program is a structured learning program that saves candidates precious time by providing comprehensive, complementary and relevant study aids. By offering a range of study tools, we let you choose what you need to get the results you want. The range of study aids available are: Chartered Accountants Support Kit (with manuals, an exam ......

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Taking on the role of leader and manager for the first time involves a significant shift in responsibility and skill. Effective leaders and managers achieve results by refining their ability to manage their own workload and by creating an environment that allows others to succeed. This short course provides attendees with the tools and fundamental knowledge to meet the demands of a new role an......

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In the Australian financial services industry, strong relationships are integral to sales and profitability. Most corporate accounts are characterised by complex structures and involve multiple buying influencers. Therefore, those operating in sales and relationship management functions must use a range of sophisticated strategies to understand their clients�businesses and create ongoing sales......

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