Financial Planning – Seed Training Group

ABOUT THE COURSE

This course is a comprehensive training program to equip students with professional knowledge and skills to develop their career in the financial planning area.

Mentored by experienced financial professionals
100% real-world case studies
Become job ready in the industry
Face to face instruction

UNITS

There are 2 packages included in this course:

Package 1 Superannuation Review and Relevant Strategies

Module 1 Superannuation Review and Comparison
Module 2 Superannuation Portfolio Building
Module 3 Superannuation Contribution Strategies
Module 4 Self-Managed Superannuation Fund

Package 2 Transition to Retirement, Insurance, and Centrelink Entitlements

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

UPON COMPLETION

This course is eligible for CPD hours. Upon successful completion of all the required units of this course, students will receive a certificate of completion.

CAREER OPPORTUNITIES

Junior Paraplanners
Senior Paraplanners
Financial Planners (employed/self-employed)

DURATION

2 days
* Please contact us for the timetable.

ASSESSMENTS

Case studies

ENTRY REQUIREMENTS

There are no formal education entry requirements.

OTHER RELEVANT COURSES/PATHWAY

Corporate Taxation (FBT)

Business Taxation

Tax Accountant Program

Customised Program

Internship Placement

FINANCE OPTIONS

Fees must be paid within 5 working days of receiving the confirmation of enrolment and invoice for the enrolment fee.

Seed Training Group may cancel an enrolment or discontinue training if fees are not paid as required.

Both direct deposit and credit card are accepted.

*Please refer to the Student Information Handbook for further details regarding Fees & Refund Policy and Procedure.