财务规划研究生文凭

达到符合新的国家认证标准的程度，为在金融服务业不断发展的不断发展领域中令人振奋的职业做好准备。作为澳大利亚会计和金融教育的领先提供者之一，我们将确保您以合格的金融计划师的专业职业毕业所需的知识和技能。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，并制定了计划，以便他们的客户可以实现短期和长期财务目标。凭借着高度的实践重点和最新技术的访问，您将提高自己的技能，以准备满足法律和法规要求的详细财务计划和文件。
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.This program is approved by the Financial Adviser Standards and Ethics Authority (FASEA) and will equip you with the education requirements to practice as a qualified financial adviser.This program consists of eight advanced financial planning courses, which you can complete in one year of full-time study (or part-time equivalent). Your qualification will complement your industry experience and advance your knowledge in specialist areas such as investment management, estate planning, superannuation, and tax. You'll study compulsory bridging courses that have been outlined in FASEA's education requirements including ethics and professionalism, and financial advice regulatory and legal obligations. As a graduate, you can be confident you'll leave with the essential education requirements to practice as a qualified financial adviser.<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.