Planning Training Courses and Workshops
School(s) providing training of Strategic Planning Skills

Investment Planning Workshop
Course Format: Classroom
School/Trainer: Australian Institute of Superannuation Trustees [>>]
Training Center(s)/Venue(s): Melbourne, Australia

AIST facilitates the Investment Planning 1 course which is owned, maintained, administered and assessed by Kaplan, Inc. The Investment Planning 1 course is designed to provide students with an understanding of investment options in Australia, enabling advisers to offer appropriate investment solutions. Workshop Topics �Basics of Investment �Mathematics of Investment �Shares and the St......

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DFS 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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This 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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This highly practical and interactive program will provide participants with a clear framework to prepare a strategic business plan and to tailor it to the needs of the organisation or business unit. The program examines the key strategic business areas that a successful plan must consider, plus taking into account equally important issues such as core values, purpose and mission statements. I......

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This program has been structured to cover the essential concepts and practices of planning and budgeting for those involved in these processes for their organisation. Learning outcomes Work with key stakeholders to secure buy-in for organisational improvement. Establish strategic and operational objectives for, and within an organisation. Develop measures and indicators that will drive......

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This highly practical and interactive program will provide participants with a clear framework to prepare a successful strategic plan and business plan, tailored to the needs of their organisation or business unit. The program examines the key strategic business areas that a successful plan must consider, including core values, purpose, and mission statements. In addition, participants wil......

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Having 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 ......

Course description>>

 

This highly practical and interactive program will provide participants with a clear framework to prepare a successful strategic plan and business plan, tailored to the needs of their organisation or business unit. The program examines the key strategic business areas that a successful plan must consider, including core values, purpose and mission statements. In addition, participants will gain......

Course description>>

 

Successful organisations depend on happy, well adjusted and productive people who are appropriately placed in the organisation. Where employees are badly placed in jobs which don’t match their skills, talents and interests, the result is decreased organisational efficiency and effectiveness on the one hand, and employee dissatisfaction, lack of enthusiasm and stress on the other. This works......

Course description>>

 

This highly practical and interactive program will provide participants with a clear framework to prepare a successful strategic business plan and to tailor it to the needs of their organisation or business unit. The program examines the key strategic business areas that a successful plan must consider, including core values, purpose, and mission statements. In addition, participants will ga......

Course description>>

 

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