Financial Planner

Financial-Plannner-Job-Reday-Program Comprehensive training program to equip trainees with professional knowledge and skills to develop their career in Financial Planning arena, mentored by experienced Financial Planner with a unique training method and leads trainees to the endless possibility of Financial Planning industry.

BECOME A FINANCIAL PLANNER

  • Clear and fast career pathway
  • Moderate competition in the job market
  • Minimum requirements for entry level roles
  • Impressive salary package

Financial Planner Job Ready Program

Training Outline and Duration

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.


WHY TRAIN WITH SEED 

  • 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

CONTACT US:
Seed Training Group
T: 1300 369 809
A: Level 10, 356 Collins Street, Melbourne VIC 3000
E: info@seedtraining.com.au