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Finance training courses and schools
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School: Financial Essentials Pty Ltd
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Adviser Education Assessment Service
Course Format: Classroom
The AEAS helps Licensees and advisers to review the currency of their existing knowledge and effectively target continuing training and education plans. Our object is to make it easy for you to build an effective training plan that meets your ongoing licensing requirements and educational needs. ASIC RG146 requires licensees to have an annual training plan for each representative that ass...
 

Key Planning Issues for Super Death Benefits
Course Format: Classroom
Despite efforts to simplify the superannuation system, the provisions relating to the payment of superannuation death benefits remain a complex area. Where an adviser is recommending an investment into a superannuation accumulation account or a superannuation income stream, the associated estate planning considerations must be properly considered. Key issues critical to the application of...
 

Termination Payments and Redundancy
Course Format: Classroom
With unemployment rates increasing, advice on how to deal with termination payments is more in demand. Many of the tax and Centrelink rules of relevance to termination payments, including redundancy, have changed over recent months and years. This module considers the more common types of payments made on termination of employment, and looks more closely at the additional concessions availab...
 

Tax Effective Risk Solutions
Course Format: Classroom
Recent research has shown that Australians are generally ’under-insured’. Providing tax effective financial protection for clients and their dependants is a significant element in the financial planning process. Legislative change and market developments over recent years have impacted the provision of advice in this area. This module considers a number of taxation considerations a...
 

SMSF Borrowings
Course Format: Classroom
The SMSF ’warrants’ borrowings provisions have generated an extraordinary level of attention within the industry. Coupled with the recent downturn in the investment markets, many expect the provisions to fuel an increase in SMSF exposure to the property sector as trustees gain an additional funding option. Potential short-term SMSF funding opportunities arising from the ...
 

accredited competency
Course Format: Classroom
Financial Review Professional Education offers Self Managed Superannuation Fund (SMSF) training solutions that provide formal accreditation against relevant nationally accredited competency standards.
 

School: Financial Education Professionals Pty Ltd
[All Courses]

Margin Lending & Consumer Credit
Course Format: On-site
Financial Education Professionals has designed and developed tailored training for participants in front office and support roles dealing with margin lending products. Our expertise in this area extends from a basic, through to advanced levels of product and process training and can be tailored to suit your audience.
 

liquidity risk
Course Format: On-site
The current financial crisis has intensified interest in risk management. Poor or lax risk management at financial institutions has been cited as one of the major contributors to the current financial situation. Effective risk management depends on effective risk culture - i.e., genuine awareness and control of risk throughout the organisation, and genuine line-of-sight accountability. ...
 

credit risk
Course Format: On-site
The current financial crisis has intensified interest in risk management. Poor or lax risk management at financial institutions has been cited as one of the major contributors to the current financial situation. Effective risk management depends on effective risk culture - i.e., genuine awareness and control of risk throughout the organisation, and genuine line-of-sight accountability. ...
 

market risk
Course Format: On-site
The current financial crisis has intensified interest in risk management. Poor or lax risk management at financial institutions has been cited as one of the major contributors to the current financial situation. Effective risk management depends on effective risk culture - i.e., genuine awareness and control of risk throughout the organisation, and genuine line-of-sight accountability. ...
 

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