财务规划

Financial-Plannner-Job-Reday-Program

这是一项综合培训课程,目的是为学员提供财务规划领域发展所需的专业知识和技能。课程由经验丰富的财务规划师指导,采用生动独特的培训方法,引导学员顺利步入财务规划行业。

为什么选择成为财务规划师?

- 相对较低的准入门槛
- 较高的起薪
- 明朗、快速晋升的职业发展路径
- 未来收入的巨大潜力
- 不断提升的职业成就感

培训课程

Package 1 (Weekends)

Superannuation Review and Relevant Strategies

Module 1 | Superannuation Review and Comparison (8 hours)
Module 2 | Superannuation Portfolio Building (8 hours)
Module 3 | Superannuation Contribution Strategies (8 hours)
Module 4 | Self Managed Superannuation Fund (8 hours)

Package 2 (Weekends)

Transition to Retirement, Insurance and Centrelink Entitlements

Module 1 | Transition to Retirement (8 hours)
Module 2 | Debt Reduction and Budgeting Plan (8 hours)
Module 3 | Insurance Review and Comparison (8 hours)
Module 4 | Aged Care, Centrelink Entitlements and Age Pension (8 hours)

Package 3

(To be eligible, completing Package 1 and 2 is the prerequisite.)

Statement of Advice Comprehensive Practice and Presentation

▲ Trainees will have a chance to practice on presenting a Statement of Advice to learn how to deliver their recommendations.
▲ Learn how to write basic Records of Advice with two mock clients.

我们的优势

  • Mentored by experienced Financial Planner
  • Gain comprehensive knowledge
  • Gain practical skills with hands-on training process
  • Practice with real clients cases
  • Tackle professional questions during interview
  • Manage your own wealth like a pro
  • Certificate of Completion