Financial Planning Job Ready Program
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100% real-world case studies
Weekend classroom training
Mentored by a Senior Paraplanner
Price: $1,958
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FLEXIBLE DELIVERY
LIVE SUPPORT
INTERNSHIP AVAILABLE

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 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

ASSESSMENTS

Case studies

ENTRY REQUIREMENTS

  • There are no formal education entry requirements.

 

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
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