财务规划研究生证书

在充满活力且不断发展的金融服务行业中探索令人兴奋的职业。作为澳大利亚会计和金融教育的领先提供者之一，我们将确保您毕业于金融服务业所需的知识和技能。如果您不具备相关的先前资格，但具有行业经验，则可以将这6个月的资格用作进入我们FASEA批准的金融硕士（财务规划）的直接途径，然后您可以在1.5中完成年全职工作，拥有高级信誉。您需要在完成毕业证书后学习我们的硕士课程，才能满足行业要求。理财规划师协助客户建立和管理其一生中的个人财富，税收，财务风险和支出。他们考虑了许多因素，例如当前的财富，收入和生活方式，并制定
As one of the leading providers of accounting and finance education in Australia, you can be confident you will graduate with the knowledge and skills required to succeed in the financial services sector.You’ll learn from expert academics who are current practicing financial advisers themselves – including an award-winning academic who was named Financial Standard’s Power50 most influential financial advisers in Australia. Your studies are enriched in so many ways as you’ll gain unique insights from professionals who know the ins and outs of the industry and understand the unique challenges and opportunities that financial advisers face today.Your course content has been developed in conjunction with leading industry experts to ensure that what you learn is practical, relevant and current to today’s changing business landscape.Our Graduate Certificate consists of four advanced financial planning courses which can be completed in six months full-time (or part-time equivalent). The courses you’re required to complete will depend on the level of education you currently hold.Depending on your individual requirements, you’ll study either one FASEA-approved bridging course (Ethics and Professionalism), or all three of the bridging courses outlined below, plus an additional elective (if this is required). Electives include topics such as investment management, regulatory and legal obligations, estate planning, risk management and insurance, superannuation, and tax.<br><br>Career outcomes - :In addition to new education standards, FASEA has outlined new professional requirements. This includes completing a professional year (for new entrants only), passing a national exam, undertaking Continuing Professional Development (CPD) and completing a code of ethics course.The financial services industry is one of the leading sectors in the Australian economy and plays a key role in facilitating the productive flow of funds between industries, companies and people.<br><br>Client relationship manager: proactively engage clients by providing high value, holistic and strategic financial advice; identify opportunities to build new client relationships and strengthen existing ones; research the latest products and regulations; and focus on delivering a high-quality customer experience.<br>Estate planner: provide clients with legal, financial and accounting advice to ensure long term financial protection of their estate during life and post-mortem; help ensure any assets are dispersed according to the wishes of the deceased in an effective way; and develop estate plans which may include preparing wills, life insurance, family trusts and manage tax implications for beneficiaries.<br>Insurance broker: research and review available finance and insurance products to meet client requirements; arrange insurance, home loan mortgages and other types of finance for clients through banks, lenders, financiers and insurance companies; help clients understand insurance policy conditions, risks, premium rates and benefits; prepare reports for underwriters and liaise with other insurance professionals.