Financial Planning Job Ready Program

by Seed Training & Seed Career Claim Listing

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.

$1958

Contact the Institutes

Fill this form

Advertisement

Seed Training & Seed Career Logo

img Duration

2 Days

Course Details

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.

  • Melbourne Branch

    Suite 2, Level 1/16 Lakeside Dr, Melbourne

Check out more Financial Planning and Analysis courses in Australia

Degraves Group Logo

Interpreting Key Financial Terminology And Jargon

Interpreting Key Financial Terminology And Jargon course is offered by Degraves Group. Degraves Group was founded in 2010 with a single mission: to be the most successful boutique and creative accounting and finance training firm in Australia.

by Degraves Group [Claim Listing ]
Golden Education Logo

Diploma of Financial Planning

Diploma of Financial Planning Courses are offered by Golden Education.

by Golden Education [Claim Listing ]
Nicole Accounting Logo

Financial Accountant Course (Financial Reports Analysis)

Financial Analysis is the key for moving up in your career path if you want to transition from AP, AR, Payroll or AA to FA, MA positions.

by Nicole Accounting [Claim Listing ]
Sydney Institute of Interpreting Logo

Diploma of Financial Planning

This qualification is for financial planners who provide a range of standard financial planning services and individuals providing specialist para-planning services.

by Sydney Institute of Interpreting [Claim Listing ]
Governance Institute of Australia Logo

Financial Analysis For Officers And Directors

It is of critical importance that directors (and officers) of all types of organisations have a reasonable understanding of a company’s financial statements to effectively undertake their respective roles and meet their statutory and common law duties.

by Governance Institute of Australia [Claim Listing ]
  • Price
  • Start Date
  • Duration

© 2024 coursetakers.com All Rights Reserved. Terms and Conditions of use | Privacy Policy