CERTIFICATE IN FINANCIAL PLANNING

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CERTIFICATE IN FINANCIAL PLANNING -(C1129)

CERTIFICATE IN FINANCIAL PLANNING


FINANCIAL PLANNING

 

Course syllabus

• The financial planning profession and personal finance

• Personal financial decisions

• Home ownership, Gearing, Consumer Credit and Investment decisions

• Gathering and presenting financial strategies

• Gathering Client Data

• Investments

• Managed funds and Analysis of investment

• Public Holiday

• Superannuation and Taxation consequences in investment decisions

• Managing risk and protecting your assets

• Presentation of strategy

• An introduction to estate planning and social security issues

 

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