Pathways To Becoming A Financial Planner
Learn key areas such as Foundations of Financial Planning, Investments, Insurance and Risk Management, and Superannuation and Retirement Planning.
Ideal for both newcomers and professionals wanting to expand their expertise.
Study 100% online at your own pace. Get your course guide for full details.
Skills you’ll learn
Build strong foundations in financial planning and tax essentials
Confidently manage a range of investments
Develop practical superannuation and retirement strategies
Apply insurance solutions to protect clients’ wealth
Your career opportunities
Para-planner Assistant
Call-centre adviser for either an insurance provider, investment fund management provider, investment platform provider or superannuation provider
Back-office superannuation operations officer
Back-office insurance operations officer
Back-office fund management operations officer
Back-office investment platform operations officer
Investment corporate actions support officer
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Course Requirements
There aren’t any formal prerequisites.
You will need access to the following equipment to successfully complete the course:
Working computer with Microsoft Office (2016 or later)
Access to the internet
Access to a smart phone, video camera or web camera is required