Module 1: Introduction to Financial Services (Compulsory)

This course is designed as an introduction to the Financial Planning industry. It covers a range of topics including:
-The economic environment
-Operation of financial markets
-The taxation system and relevant taxation legislation
-Disclosure and compliance
-Ethics and integrity in the financial planning industry
-Risk advisory functions
-Estate planning functions.

Module 2: Insurance (non-compulsory)

This course is designed to give an overview of the insurance market. It covers:
- Operation of insurance markets
- Risk Assessment functions
- Disclosure and compliance

Module 3: Investments, Securities and Derivatives

This course is designed to give a broad overview of investments, securities and derivatives as they relate to financial planning.
It covers:
- The investment framework
- Portfolios
- Responsibilities of financial advisors
- The imporatance of timining in active Funds Management
- Active investment management
- Passive investment management
- Market efficiency
- Selecting Funds
- The Legal and regulatory environment
- Taxation
- Gearing

Module 4: Superannuation

This course is designed to give you a broad overview of superannuation. It covers:
- Operations and management of superannuation markets
- Taxation
- Disclosure and compliance

This course is open for enrolment