Financial Planning
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FLEXIBLE DELIVERY
LIVE SUPPORT
INTERNSHIP AVAILABLE

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.

 

FINANCE OPTIONS

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.

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