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

Managed Investments Generic Knowledge
Course Format: Classroom
School/Trainer: Financial Essentials Pty Ltd [>>]
Training Center(s)/Venue(s): Melbourne, Australia

The IFSA Managed Investments Generic Knowledge program is designed to provide participants with an initial introduction and overview of the Australian Managed Investments market. The program covers: Introduction to Managed Investments Managed Investment Legislation & Regulation Fundamental Investment Concepts Managed Investment Schemes Insurance Bonds Investor Directed Port......

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The IFSA Retirement Income Streams Applied Knowledge & Skills program is designed to provide participants with a practical working knowledge of the Australian Retirement Income Streams industry. By completing the program participants will gain a sound understanding of the features of different retirement income stream products and key issues associated with the operation, taxation and admini......

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The IFSA Retirement Income Streams Generic Knowledge program is designed to provide participants with an initial introduction and overview of the Australian Retirement Income Streams market. The program covers: Introduction to Retirement Income Streams Retirement Income Streams Legislation & Regulation Current Retirement Income Stream Products Pre 20 September 2007 Retirement......

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The IFSA Superannuation Pathway RG 146 Specialist Knowledge Program is designed to further develop a participant’s superannuation knowledge, consistent with the Superannuation Specialist Knowledge requirements of ASIC Regulatory Guide 146. Tailored for delivery to individuals who are not involved actively in the provision of personal retail financial advice, the program will provide an app......

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The IFSA Superannuation Applied Knowledge & Skills Program is designed to provide participants with a solid working knowledge of the Australian superannuation industry. By completing the program participants will gain a sound understanding of the features of different superannuation arrangements and key issues associated with the application, operation, taxation and administration of various su......

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The IFSA Superannuation Generic Knowledge Program is designed to provide participants with an initial introduction and overview of the Australian superannuation market. The program covers: Introduction to Superannuation Superannuation Legislation and Regulation Employer Superannuation obligations Superannuation Contribution considerations Key Superannuation benefits Payment Co......

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The AEAS helps Licensees and advisers to review the currency of their existing knowledge and effectively target continuing training and education plans. Our object is to make it easy for you to build an effective training plan that meets your ongoing licensing requirements and educational needs. ASIC RG146 requires licensees to have an annual training plan for each representative that ass......

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Despite efforts to simplify the superannuation system, the provisions relating to the payment of superannuation death benefits remain a complex area. Where an adviser is recommending an investment into a superannuation accumulation account or a superannuation income stream, the associated estate planning considerations must be properly considered. Key issues critical to the application of......

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With unemployment rates increasing, advice on how to deal with termination payments is more in demand. Many of the tax and Centrelink rules of relevance to termination payments, including redundancy, have changed over recent months and years. This module considers the more common types of payments made on termination of employment, and looks more closely at the additional concessions availab......

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Recent research has shown that Australians are generally ’under-insured’. Providing tax effective financial protection for clients and their dependants is a significant element in the financial planning process. Legislative change and market developments over recent years have impacted the provision of advice in this area. This module considers a number of taxation considerations a......

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