Financial Planning Course

Comprehensive training program to equip trainees with professional knowledge and skills to develop their career in Financial Planning arena, mentored by experienced Financial Planner with a unique training method and leads trainees to the endless possibility of Financial Planning industry.

BECOME A FINANCIAL PLANNER

• Clear and fast career pathway
• Moderate competition in the job market
• Minimum requirements for entry-level roles
• Impressive salary package

Statement of Advice Comprehensive Practice and Presentation

▲ Trainees will have a chance to practice on presenting a Statement of Advice to learn how to deliver their recommendations.

▲ Learn how to write basic Records of Advice with two mock clients.

WHY TRAIN WITH SEED 

• Mentored by experienced Financial Planner
• Gain comprehensive knowledge
• Gain practical skills with a hands-on training process
• Practice with real clients cases
• Tackle professional questions during an interview
• Manage your own wealth like a pro
• Certificate of Completion

Training Outline and Duration

Package 1 (Weekends) Superannuation Review and Relevant Strategies

• Module 1   |    Superannuation Review and Comparison (8 hours)
• Module 2   |    Superannuation Portfolio Building (8 hours)
• Module 3   |    Superannuation Contribution Strategies (8 hours)
• Module 4   |    Self Managed Superannuation Fund (8 hours)

Package 2 (Weekends) Transition to Retirement, Insurance and Centrelink Entitlements

• Module 1   |    Transition to Retirement (8 hours)
• Module 2   |    Debt Reduction and Budgeting Plan (8 hours)
• Module 3   |    Insurance Review and Comparison (8 hours)
• Module 4   |    Aged Care, Centrelink Entitlements and Age Pension (8 hours)

Package 3  (To be eligible, completing Package 1 and 2 is the prerequisite.)