Financial Planning Job Ready Program
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Industry Recognised
Workplace Simulation
Price: $1,958
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CERTIFICATES
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 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.

DURATION

2 days
* Please contact us for the timetable.

ASSESSMENTS

Case studies

ENTRY REQUIREMENTS

  • There are no formal education entry requirements.

 

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