Financial planning is a responsible and effective way to managing your finances, including your income, assets, investments, debts and loans. It’s helpful to have the assistance and advice of a professional financial planner, and these advisers require specific qualifications and accreditations.

Most financial planners will have studied a Diploma of Financial Services (Financial Planning), a nationally accredited and recognised qualification in accordance with the Australian Securities and Investments Commission. It comprises four subjects with various modules, including Foundations of Financial Planning, Risk Management, Investment Planning and Superannuation and Retirement Planning. Budgeting, insurance, managed investments and securities are all skill areas covered in the course.

There is also an Advanced Diploma of Financial Planning, which concentrates on taxation, estate planning and advanced investment planning, and financial advisers looking to further their careers can also undertake a Graduate Diploma of Financial Planning, which can be undertaken on a full-time or part-time basis and enhances technical knowledge and client relationship skills. There is also a variety of short courses that focus on more specialised areas such as corporate finance, investment banking, financial modelling, business capital and venture capital.

To find more information about financial planning and associated training and qualifications, begin your search with us today.