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Online Course

Financial Planning

TAFE NSW via Open2Study

Found in Financial Planning Courses, Finance Courses

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Provider Open2Study
Cost Free Online Course
Session Finished
Language English
Start Date
Duration 4 weeks long
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Overview

Understand the role of a financial adviser when it comes to their clients' financial futures, and assist them with preparing for risks such as sickness or accidents. This course will introduce you to the career of a financial adviser, including the client and adviser relationship, the financial planning process and investment fundamentals, and could spur you onto further study in this field.

Disclaimer: This course is not for the providing of financial advice and is offered for educational purposes only.

What will I learn?

What is involved in working as a financial adviser, including:

Important personal attributes of a professional financial adviser

The key elements of the relationship between a financial adviser and client, including:

How to build rapport with clients

Effective communication skills

Record keeping and confidentiality

A six-step financial planning process, including:

Collecting client data

Carrying out research and analysis

Creating a financial plan

Implementing and reviewing the plan

The principles of investment, including:

Investment risk

Making investment decisions

This course requires approximately 2 - 4 hours of study per week, but can vary depending on the student. This includes watching videos, and taking quizzes and assessments.

If you pass this course you'll receive a Certificate of Achievement. While this certificate isn't a formal qualification or credit, you can use it to demonstrate your interest in learning about this area to potential employers or educational institutions.

Where could this lead me?

If you're wondering what your future could look like in this area, here are some potential careers you could head towards.

Finance dealer and Broker
Finance manager
Financial planner
Investment adviser/analyst
Stockbroker
Finance director
Financial project manager
Funds manager
Investment manager
Risk manager
Insurance agent

Syllabus

MODULE 1: WORKING AS A FINANCIAL ADVISER MODULE 2: CLIENT AND ADVISER RELATIONSHIP MODULE 3: FINANCIAL PLANNING PROCESS MODULE 4: INVESTMENT FUNDAMENTALS

Taught by

Kerrie Adra and Diana Bugarcic

Reviews for Open2Study's Financial Planning Based on 6 reviews

5 stars 50%
4 star 17%
3 stars 33%
2 star 0%
1 star 0%

Did you take this course? Share your experience with other students.

Write a review

Jesusa L

Jesusa is taking this course right now, spending 2 hours a week on it and found the course difficulty to be easy.

Just finished Module 1 and I already learned a lot about Fin Plan. Very Knowledgeable instructors: Diana Bugarcic and Kerrie Adra. Thanks!