Buy FINS 3637
Wealth Management Advice Assignments
The course enables students gain the knowledge and competency required to be employed in the fast growing industry of financial planning. It discusses the critical skills necessary for accreditation to ASIC PS146 including identifying what the neds and situation of the client is, analysing and researching, designing relevant strategies for financial planning, picking products that are suitable, creating a financial plan that is totally compliant, putting the financial plan into practice, and giving the client continual reviews and services.
Students also learn about how to be competent in provision of advice relating to general insurance and personal life insurance.
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