Course Overview
Do you want to understand the principles of financial planning, investment and wealth creation? Do you want to embark upon a career as an Financial Planner, Financial advisor, Stockbroker? Perhaps you wish to learn more about financial planning and investing to work towards your own personal financial freedom?
The Short course in Financial Planning and Investment is a self-paced online course which provides an overview of finance and investing, giving you the confidence to apply for financial planning roles, or giving you the knowledge and confidence to commence investing or branch out into investments with higher returns.
This online financial planning course will take you through the financial planning process and the development of a financial plan including risk management, estate planning, investments, salary packaging, taxation, superannuation, and more.
Topics
- Introduction to financial planning
- Administration of income tax
- Fringe benefits tax
- Capital and income
- Assessable income
- Personal services business
- Investment income
- Share investments
- Deductions
- Tax structures
- Companies
- Partnerships
- Trusts
- Superannuation Funds
- Tax avoidance
- Capital gains tax
- Salary packaging
- Fringe benefits tax
- Exemptions and concessions
- Gearing
- Investing
- Interest bearing securities
- Property investments
- Equities investment
- Derivatives
- Futures
- Options
- Managed funds
- Investment principles
- Diversification
- Risk
- Market cycles
- Asset selection strategies
- Investment analysis
- Management styles
- Risk management
- Personal insurance
- Retirement income streams
- Social security issues
- Wills and estate planning
- Powers of attorney
Assessment
Assignment-based
Course Duration
Course duration: Approximately 25 hours. As a guide, short course courses can be completed within 5-10 weeks of part-time study.
Distance Learning access: 2 months’ Distance Learning access, with free extensions available.
