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

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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

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