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Course Modules Diploma Financial Services |
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Participants who wish to obtain the full Intellitrain Diploma of Financial Services (Financial Planning) must successfully complete the following 4 modules:
- Financial Planning Principles
- Insurance and Risk Management
- Superannuation, Retirement & Social Security
- Investment
The suggested timeframe for completing each module is 4-6 weeks, however participants are permitted up to 12 months from their initial enrolment date to complete and submit their assessment.
Participants who intend to advise only in limited areas will meet ASIC RG146 educational requirements by completing Module 1 plus at least one of the additional modules (relating to the specific area they intend to advise in). For example, those intending to only provide insurance advice will meet RG146 requirements by completing Module 1 and Module 2.
This course has been registered with and approved by ASIC as meeting the requirements of RG146.
1
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Financial Planning Principles
- Introduction to Financial Planning
- Ethics, Regulators & Legislation
- Introduction to Economics
- Introduction to Taxation
- Gathering Client Details
- Conducting Research
- Strategy – Assumptions & Development
- Statement of Advice
- Implementation & Reviews
- Occupational Health & Safety
- Technology in the Workplace
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2
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Insurance and Risk Management
- Insurance Overview
- Types of Insurance
- Tax Implications
- Personal Insurance Needs Analysis
- Life Insurance Needs Analysis
- Life Insurance Process
- Statement of Advice – Insurance
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3
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Superannuation, Retirement and Social Security
- Superannuation Overview
- Regulators & Legislation
- Tax & Supperannuation
- SMSF & Small APRA Funds
- Retirement & Estate Planning
- Social Security
- Statement of Advice - Superannuation
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4
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Investment
- Investment Overview
- Investment Products
- Managed Investments
- Analysing Companies
- Statement of Advice – Investments (Non-Super)
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