Diploma in Financial Planning

Financial planning is all about stability and sustainability. Whether we are looking at long or short-term business investment, individual retirement plan, educations fund or asset management, financial planning and management play a major role in determining the needs, goals and outcome of a plan.

Study Mode & Duration

5 Semesters / 2 + 1/2 Years + 6 months Industrial Attachment

Syllabus

First Year

  • Group risk
  • Trusts
  • The tax and legal aspects of business
  • Pension income options
  • Supervision in a regulated environment
  • Paraplanning
  • Discretionary investment management

Second Year

  • Wrap and platform services
  • Securities advice and dealing
  • Financial services, regulation & ethics
  • Investment principles and risk
  • Personal taxation
  • Pensions and retirement planning
  • Financial protection

Third Year

  • Financial planning practice
  • Advanced mortgage advice
  • Internship
  • Thesis

Job Opportunity

  • Superannuation
  • Mortgage And Finance Broking
  • Insurance
  • Funds Management
  • Retirement Planning

I am interested in Interactive Online Diploma in Financial Planning