Financial Planning Job Ready Program - Seed Training and Seed Career

ABOUT THE COURSE

Industrial experience is usually required to be successful in getting hired into entry-level financial planning or paraplanner role. Interview questions can also be quite specific and require detailed knowledge not covered in qualifications. This Financial Plannning course aims to bridge the gap between a formal qualification and getting hired by providing industry experience. During the course, participants complete hands-on case studies based on the processes used on a day-to-day basis in financial planning for example, what is the working process of providing financial planning service to a client, what documents needed to be done, etc. An internship is available for the shortlisted candidates.

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 Super Fund (SMSF)

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 weekend course which is suitable for a busy schedule
6 months access to materials and on-going support

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

FEE INFORMATION

Fees must be paid within 5 days of receiving the confirmation of enrolment and invoice for the enrolment fee.
Seed Training Group may cancel 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.

Trainer’s Profile

Fully Licenced Financial Planner
Fully Licenced Mortgage Broker
Senior Paraplanner
Master of Professional Accounting and Master of Business
Bachelor of Banking and Finance
Diploma of Financial Planning
Certificate IV in Finance and Mortgage Broking
Anti-Money Laundering and Counter-Terrorism Financing (AML/CTF) Certificate