Established since 2003
Diploma of Financial Services Advanced Diploma of Financial Services Certificate IV in Mortgage Broking Dip Finance & Mortgage Broking Foreign Exchange Adviser Insurance Adviser Investments Adviser Margin Lending Adviser Property Adviser SMSF Adviser Superannuation Adviser
VIC NSW Brisbane Gold Coast WA SA
Diploma Financial Planning Advanced Dip Financial Planning Cert IV Mortgage Broking Dip of Mortgage Broking Management Investment Advisor Insurance Advisor Super Advisor SMSF Advisor Property Advisor FOREX Advisor Margin Lending Advisor
Dip Financial Planning Advanced Dip Financial Planning Cert IV Mortgage Broking Dip Finance & Mortgage Broking Specialist Foreign Exchange Advisor Specialist Investments Advisor Specialist Margin Lending Advisor Specialist Property Advisor Specialist Risk Management Advisor Specialist SMSF Advisor Specialist Superannuation Advisor IIT Student Information Guide
Gov Funidng Info Available Payment Options

Individuals seeking to ‘specialise’ in the financial services industry can elect to complete a combination of RG146 compliant courses that suit their needs.

The three most popular specialisations are:

 
Areas of Advice
General Advice Courses
Personal Advice Courses
Insurance Adviser
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• Life Insurance
• Total & Permanent Disability (TPD)
• Trauma
• Income Protection
• General Insurance

Generic Knowledge*
PLUS Principles of Risk Management

Distance $978
Workshop^ $1,483.50

Financial Planning in Practice PLUS Principles of Risk Management

Distance $978
Workshop^ $1,978

Investment Adviser
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• Securities (Cash, Fixed Interest Securities, Shares, and Property.
• Managed Investment Schemes
• Derivatives

Generic Knowledge*
PLUS Principles of Investment Planning

Distance $978
Workshop^ $1,483.50

Financial Planning in Practice PLUS Principles of Investment Planning

Distance $978
Workshop^ $1,978

Superannuation Adviser
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• Superannuation contributions
• Superannuation Benefit Payments
• Salary Sacrifice
• Government Co-contribution Scheme
• Business Superannuation
• Self-managed Superannuation Funds
• Retirement Income Streams
• Social Security
• Death Benefit Payments
• Employment Termination Payments

Generic Knowledge*
PLUS Principle of Retirement and Superannuation

Distance $978
Workshop^ $1,483.50

Financial Planning in Practice PLUS Principles Retirement and Superannuation

Distance $978
Workshop^ $1,978

* Generic Knowledge – students must complete the first three chapters of the Financial Planning in Practice (FPP).

Please call one of our friendly Education Consultants on 1300 88 33 46 for more information about any of our above specialist courses.