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.
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.
Established in 2014, Seed Training Group specialises in providing high quality and industry recognised courses either online or on-campus. Our courses widely range from bookkeeping, accounting, finance, marketing to professional development areas.
Our training courses are Australian Qualification Framework (AQF) nationally recognised and accredited to meet vocational and educational standards.
We draw on our established relationships with industry and other stakeholders to ensure our courses are appropriate to the demands of our students and consistently meet their expectations.Quality is maintained in compliance with the National VET Regulators Standards for Registered Training Organisations (RTOs) 2015 and through our continuous improvement system.
Mission:
Our principle purpose is to provide high quality and practical training and assessments at affordable prices.
Value:
Seed Training Group is a student driven education provider to make sure we are:
Assisting your career development with personalised study with us
Delivering courses in flexible methods
Providing ongoing support and mentoring
Focusing on outcomes
We acknowledge the importance of adult learning principles in the delivery of effective training. We believe that all students should be encouraged to take responsibility for their own learning and to understand that as learners, they have an active role to play in their training/ learning and assessment process.
Our trainers have relevant industry knowledge and experience and are professional, friendly, supportive and dynamic individuals!
We would like to make you feel as comfortable as possible whilst you undertake your training, so we keep our class sizes small to ensure optimum learning environments. We ensure that all our students receive in-depth learning and unlimited support as they need.
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