Course Overview 

This module covers the skills and knowledge required to provide financial advice to clients, undertake financial planning analysis and to research when presenting financial plans while complying with ethical standards.

Skills Covered

1. The financial planning environment. 
2. Ethics and compliance. 
3. The client–adviser relationship. 
4. Constructing a statement of advice. 
5. Cash flow and budgeting. 
6. Securing and managing credit. 
7. Asset allocation and managing risk. 
8. Investing in shares, fixed income securities, property and collectables, managed funds and superannuation.

Course Details

• Start Date: Enrol anytime              
  
• Admission Requirement: None
  
• Study Mode: Online
  
• Course Fees: $ 840.00

• Payment Options: Click on 'Study Now Pay Later Options'
  
• Duration: 10 weeks,however students are able to fast track and complete in a shorter timeframe 
  
• Study Load: Self-paced (e.g. Approx. 4-6 hours per week = complete in 10 weeks) 
  
• Required Textbooks: Not required (online resources will be provided)
  
• Assessments: Supervised, unsupervised assessments and online activities. For more details click here
  
• Assessment  Locations: Online or TAFE SA Campuses or Interstate approved invigilators. For more details click here  
  
• Further Information: FJP.admissions@tafesa.edu.au  or 08 8207 8322