Financial Planning Training Courses and Workshops School(s) providing training of Financial Planning Certificate (FPC)
Total 165 training courses available around the world.
United States - United Kingdom - Canada - Australia - India
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Diploma Financial Services (Financial Planning) Course Format: Classroom School/Trainer: Australian College of Commerce and Management [>>] Training Center(s)/Venue(s): Balcatta, Australia The program will evaluate your prior experience, training, knowledge, skills and competency against the current requirements for Diploma of Financial Services (Financial Planning) FNS50804.
The process of recognition of prior learning is not designed to circumvent the learning process. It will assist you to identify the skills and knowledge you currently possess that are relevant to the work......
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Diploma of Financial Services (Financial Planning) Course Format: Online School/Trainer: Australian and New Zealand Institute of Insurance and Finance [>>] Training Center(s)/Venue(s): Brisbane, Melbourne, Sydney, AustraliaFor financial planners, or those who wish to enter the financial planning industry, this course develops skills and knowledge to provide a range of standard financial planning services and specialist paraplanning services. This course leads to compliance with ASIC RG 146 (Tier 1).
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Advanced Diploma of Financial Services (Financial Planning) Course Format: Online School/Trainer: Australian and New Zealand Institute of Insurance and Finance Training Center(s)/Venue(s): Brisbane, Melbourne, Sydney, AustraliaThe course is for experienced financial planners to develop advanced skills and knowledge to provide a comprehensive range of services and innovative strategies dealing with complex issues. The course includes a focus on client centered advice and management processes.
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Advanced Diploma of Financial Services (Financial Planning) Course Format: Classroom School/Trainer: Australian Institute of Superannuation Trustees [>>] Training Center(s)/Venue(s): Melbourne, AustraliaDFS 5 - Taxation Planning
This module is designed to provide students with an understanding of Australian Taxation Law as well as help them to develop appropriate tax strategies.
DFS 6 - Estate Planning
This module is designed to provide students with an understanding of financial planning issues involved prior to, and following, death.
DFS 7 - Investment Planning 2
This module buil......
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Diploma of Financial Services (Financial Planning) Course Format: Classroom School/Trainer: Australian Institute of Superannuation Trustees Training Center(s)/Venue(s): Melbourne, AustraliaDFS 2 - Risk Management
This module is designed to provide students with an understanding of the contemporary Australian general and life insurance industry.
DFS 3 - Investment Planning 1
This module is designed to provide students with an understanding of investment options in Australia, enabling advisers to offer appropriate investment solutions.
DFS 4 - Super & Retirement Planning
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Diploma of Financial Services: Financial Planning Course Format: On-site School/Trainer: Australian Institute of Financial Services and Accounting [>>] Training Center(s)/Venue(s): North Sydney, Parramatta, AustraliaThis course will equip you with:
the ASIC RG 146 compliance training necessary to operate as a Financial Planner under an employer’s Australian Financial Services License;
a financial planning qualification to enable you to provide advice in financial planning, managed investments, superannuation, life insurance, securities and derivatives;
the ability to assess client’s needs, tailor and......
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Budgeting and Financial Planning Course Format: Classroom School/Trainer: Australian Institute of Management Qld & NT [>>] Training Center(s)/Venue(s): Brisbane, Gold Coast, AustraliaHaving a sound financial knowledge of a business or organisation and understanding the impact of profit and loss on performance is an essential requirement of frontline managers. This program is designed to enable managers with limited financial experience to prepare and implement financial plans and budgets.
Content
Budgets
Resource planning
Revenue and expenditure proposals
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FINANCIAL PLANNING Course Format: Online School/Trainer: The Association of Superannuation Funds of Australia Limited [>>] Training Center(s)/Venue(s): Sydney, AustraliaFinancial planning is a complex and highly regulated activity. In this subject, we explore the key aspects of financial planning. It is designed for individuals in the finance industry who are seeking to demonstrate their competency under the Australian Securities and Investments Commission’s (ASIC) Regulatory Guide 146 (RG146) with regard to provision of financial advice in financial planning.......
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Diploma of Financial Services (Financial Planning) Course Format: Classroom School/Trainer: The Association of Superannuation Funds of Australia Limited Training Center(s)/Venue(s): Sydney, AustraliaIf 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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Finance Budgets & financial planning Course Format: Classroom School/Trainer: 3CM [>>] Training Center(s)/Venue(s): Perth, AustraliaThis 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......
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