Finance Training Courses and Workshops
School(s) providing training of Finance Knowledge,Skills and Tools

Diploma of Financial Services (Insurance Broking)
Course Format: On-site
School/Trainer: Gold Seal Practice Management Pty Ltd [>>]
Training Center(s)/Venue(s): Melbourne, Australia

The Diploma of Financial Services (Insurance Broking) FNS50107 is a nationally recognised qualification accredited under the Australian Qualifications Framework. �?Target Audience This course is aimed at current broking staff wishing to attain or upgrade to Tier 1 Accreditation or Diploma level qualification, in particular Account Executives, Senior Account Executives, Broking Managers and ......

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The Certificate IV in Financial Services FNS40107 is a nationally recognised qualification accredited under the Australian Qualifications Framework. �?Target Audience This course is aimed at general insurance and insurance broking staff wishing to attain or upgrade to Certificate IV level qualification and is also suitable for use as part of a Traineeship. The initial modules in the Certif......

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An ASIC Tier 1 (Insurance Broking) accreditation programme offering a choice of delivery methods and NO EXAMS. This programme forms almost half of Gold Seal’s Diploma of Financial Services (Insurance Broking). �?Key Topics �?Financial Systems and Markets �?Compliance and Disclosure �?Client Relationship Management �?Monitoring and Measuring Service �?Client Needs Analysis �?Advising the ......

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This workshop covers a core competency for Certificate IV and Diploma qualifications (FNSICIND401B Apply principals of professional practice to work in financial services) �?and includes assessment, so there are no workplace assignments or exams to complete. �?Key Topics �?Introduction to Financial Services �?The Insurance Sector �?Compliance in Financial Services �?Managing Information......

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An ASIC Tier 2 accreditation programme offering a choice of delivery methods and an exam free assessment. This programme forms part of Gold Seal’s Certificate IV in Financial Services. Key Topics �?The Australian Financial System and Markets �?Financial Services Reform �?Compliance and Disclosure �?Retail General Insurance Products �?Analyse Client Needs �?Develop and Present Client ......

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This course is critical to owners and managers to assist in managing the people risk to the business. It educates participants in the legislative background to Equal Opportunity, and will raise awareness of the behavioural requirements of both employees and employers in the workplace. It will also help to identify and correct inappropriate behaviour to comply with the legislation. Key Topi......

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Effective HR management is a combination of best practice and risk management. This workshop overviews the elements of the Human esources Portfolio and discusses the link between HR and the Business Plan. Participants will learn about sound people management processes and develop an awareness of the IR/HR legislation that governs our employment landscape. Incorporates WorkChoices changes. ......

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In today’s professional business environment, the telephone is used as a key communication tool. This puts our telephone skills clearly in the limelight, and they have become a priority to ensure career success. This program provides participants with useful strategies to ensure they employ a high level of telephone etiquette, and maximise their opportunities when conducting telephone ......

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“Speaking in public�?�?three words guaranteed to raise the heart rate of the most confident of individuals! This workshop addresses the situations that your team will come across almost daily, such as presenting reports to management teams and boards, company or product benefits to clients, recommendations to committees and so on. Key Topics �?Preparing the presentation �?Know the audienc......

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Of particular importance to intermediaries, the skill of negotiation can result in more profitable sales results, happier clients, a more confident team and better inter-departmental relationships. This session presents techniques in dealing effectively with obstacles and opposition tactics and negotiating for successful outcomes using integrity, assertive communication styles and the ‘win-wi......

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