Financial Planning training courses and schools
Financial Planning Certificate (FPC) programs, certificates, diplomas and degrees

Total 38 training course(s)/program(s) at schools in Australia.



Infinite Wealth

Training Centre/Campus: Leederville, WA, Australia
Phone No.: (08) 9438 6333

Plan Your Way to Wealth Workshop

Course Format: On-Site / In-House / Private Tutoring  V

Tim Guest is a well-known financial educator who founded Infinite Wealth, a company that hosts investment strategy seminars that teaches attendees how to make the most out of their money. Held regularly in both Perth and Melbourne, Tim Guest’s Plan Your Way to Wealth seminars have taught thousands of every day Australian’s ways to go about achieving financial freedom. Head to the website to find out more about Tim Guest and Infinite Wealth.


RMIT Training

Training Centre/Campus: Melbourne, VIC, Australia
Phone No.: 03 9925 8111

Financial Planning (Diploma)

Course Format: Public Course / Instructor-Led / Open Enrollment  V

Financial planning encompasses the state of the global economy,technologies, market developments and the introduction of compliance. Individuals wishing to provide financial advice to clients are required to meet ASIC Regulatory Guideline 146 (RG146) educational requirements. The competencies required can be gained through the undertaking the Diploma of Financial Planning or specific RG146 units relating to the area of professional practice.


Open Universities Australia

Training Centre/Campus: Melbourne, VIC, Australia
Phone No.: +61 3 8628 2500

Diploma of Financial Planning

Course Format: Online / Virtual Classroom / Webinar  V

The Diploma of Financial Planning is designed for those who want to start a career in financial planning and those who are already working in the industry. This is a nationally recognised qualification and meets the Australian Securities and Investments Commission’s (ASIC) Regulatory Guide 146 (RG146), allowing graduates to offer financial planning advice and financial product advice across a range of financial product areas (Financial Planning, Life Insurance, Superannuation and Managed Investments).
Those who do not wish to attain the Diploma of Financial Planning but wish to attain qualifications in a particular area to meet the requirements of RG146 (for example to provide advice in Life Insurance only) can customise their studies by completing the Employability Specialist Knowledge Module combined with study in the relevant specialist unit.

Assessment

Online submission of assessments for all units is required via the Sydney Institute&,#146,... [Read More]


Newcastle Business School

Training Centre/Campus: Newcastle, NSW, Australia
Phone No.: +61 2 4921 5511

Personal Financial Planning

Course Format: Public Course / Instructor-Led / Open Enrollment  V

Aims to provide a broad overview of the nature and scope of individual financial planning in the Australian context. This course provides specific coverage of the major components necessary for the development of individual financial plans and the regulatory environment in which practising financial planners operate. Emphasis is market orientated and thus quantitative, supported by conceptual theory.


Objectives

1. To enable students to understand the key conceptual, methodological and regulatory considerations involving imvestment, superannuation, retirement planning, risk management and estate planning needs of individuals.
2. To compare and contrast strategies.
3. To analyse taxation implications of alternative investments and strategies.
4. To appreciate the changing financial planning environment and key issues facing the financial planning sector.


Content

Provides a broad overview of the nature ... [Read More]


WEA

Training Centre/Campus: Adelaide, SA, Australia
Phone No.: (08) 8223 1272

FINANCIAL PLANNING FOR WOMEN

Course Format: Public Course / Instructor-Led / Open Enrollment

Understanding and planning your finances gives you choices in life. Learn the language of investment, how to plan, budget and invest your money. Our tutor is a financial planner.

Smart Money

Course Format: Public Course / Instructor-Led / Open Enrollment  V

Do you really understand the keys to a successful investment strategy? To most people, investments and the principles of creating wealth remain a mystery. Discover the magic of compound interest and the value of a long-term investment strategy. Understand the differences between share and property investments. Learn about managed funds and why superannuation is important. Case studies will explore Negative Gearing and Salary Sacrifice. Remember Smart Money Makes Money! Our lecturers are qualified financial Planners.


Electus

Training Centre/Campus: Adelaide, SA, Australia
Phone No.: 08 8221 5517

Manage Budgets and Financial Plans

Course Format: Public Course / Instructor-Led / Open Enrollment  V

In this session, participants will gain the knowledge and skills to undertake financial management within a work team in an organisation.



You will learn to;

Ø plan and implement financial management approaches



Ø supporting team members involved in aspects of financial operations



Ø monitoring and controlling finances



Ø reviewing and evaluating effectiveness of financial management processes in line with the financial objectives of the work team and the organisation




Curtin Business School

Training Centre/Campus: Perth, WA, Australia
Phone No.: +61 8 9266 7789

Financial Planning (Master Degree)

Course Format: Public Course / Instructor-Led / Open Enrollment

This course provides you with a comprehensive study into the various legal, ethical and technical aspects of financial planning. There will be extensive coverage in the areas of taxation, superannuation and retirement, estate planning, risk management and insurance, financial plan construction, portfolio management and derivative securities.


University of the Sunshine Coast

Training Centre/Campus: Sunshine Coast, QLD, Australia
Phone No.: +61 7 5430 1234

Financial Plan Construction

Course Format: Public Course / Instructor-Led / Open Enrollment  V

This course is designed to help you in the task of incorporating your knowledge of financial planning, taxation, superannuation, retirement planning, estate planning, insurance, risk management and investments into a financial plan (statement of advice) that is informative and useful in identifying and addressing the needs of a client. The regulator ASIC and professional responsibilities impact heavily on the statement of advice. The first weeks explore the legal and ethical responsibilities of financial plan construction and data collection issues, and the need to know the client and to know the financial product. The first assignment is based on these weeks and requires you to answer questions on the legal, ethical requirements and data collection issues of preparing a statement of advice. Later weeks explore the essential elements of different types of financial plans, and you will need to adapt the information in these modules to your own plan. The fourth module requires ... [Read More]

Bachelor of Commerce (Financial Planning)

Course Format: Public Course / Instructor-Led / Open Enrollment  V

Highlights
Gain a professional qualification in a high-growth industry
Opportunities for cadetships with financial services firms
Graduates meet ASIC requirements for financial advisers
Financial planning is the process of identifying personal and financial goals and devising effective ways to reach them.

In this program you major in financial planning and gain general business knowledge via foundation courses in economics, management, marketing, research methods, accounting, and business law and ethics. Specialised courses cover the financial planning process, investment management, finance, superannuation, taxation, insurance, risk management, and estate planning. The program is a pathway to recognised Financial Planner designation. A second major is available from the Bachelor of Business.


AAMC Training Group

Training Centre/Campus: Balcatta, Western Australia, Australia
Phone No.: 1800 662 262

Diploma of Financial Services (Financial Planning) FNS50804 Workshop

Course Format: Public Course / Instructor-Led / Open Enrollment  V

Once you have completed this module you will be qualified to give advice but you then need to complete either some or all of the other 3 modules depending on what you wish to give advice in.

This is the industry recommended competency pathway for financial planners who provide a range of standard financial planning services and for individuals providing specialist para-planning services. The qualification pathway is determined by elective choices. Depending on choice of electives, the qualification meets ASIC requirements for Authorised Representatives.

Course content:
- 12 Units of competency
- 3 Skills assessment role plays:
Presentation of the Financial Services Guide
Explaining Risk
Presentation of the Statement of Advice
- 3 Assignments :
Ethical Scenario
Explain Insurance Requirements
Completion of Statement of Advice
- 2 Online exams

Some Dealer groups will require you to complete the extra three modules being DFS... [Read More]


University of New South Wales

Training Centre/Campus: Sydney, NSW, Australia
Phone No.: +61 2 9385 1000

Taxation Strategies in Financial Planning

Course Format: Public Course / Instructor-Led / Open Enrollment  V

Taxation concessions for superannuation are a tool used by Government to encourage retirement funding and this course investigates those concessions and how they can be efficiently applied in financial planning. In doing so it assumes a basic understanding of taxation of contributions, funds and benefits. The course also investigates alternative taxation strategies that can be used in financial planning to fund retirement including negative gearing, use of the small business and the residential property tax concessions. It also covers taxation in the context of estate planning, and examines how taxation is critical to portfolio construction for superannuation funds and taxation strategies used for constructing portfolios.

Course Objectives

This course provides students with a comparison between the different taxation treatment of investments and funding vehicles used in financial planning that, in turn, can give rise to different investment strategies and portfo... [Read More]


University of Southern Queensland

Training Centres/Campuses: Hervey Bay, Springfield Central, Toowoomba, QLD, Australia
Phone No.: +61 7 4631 2100

Financial Planning

Course Format: Public Course / Instructor-Led / Open Enrollment  V

In this course, students will be exposed to the personal financial planning environment and process. The environment covers the regulatory framework within which financial planners operate as well as their responsibilities. The process covers the various components of personal financial planning (for example, taxation, investments, credit, superannuation and retirement, insurance, social security and estate planning). These concepts are integrated through the study of financial plan construction and the actual preparation of a financial plan. Taxation Law, Managed Investments, Superannuation and Retirement Planning, and Insurance Markets and Products are offered in specific courses if students wish to pursue those issues in more detail.

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