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Fund training courses and schools
Fund Management

School: Kaplan Education Pty Ltd
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Tax Fundamentals Workshop
Course Format: On-site
Suitable for tax and accounting graduates and beginning to intermediate tax professionals, Kaplan Professional introduces a one day workshop which concentrates on building your knowledge on core tax topics. Our trainers will provide you with a detailed analysis of the subjects so you can build on your understanding to apply the law specifically to your client’s needs. The workshops are ...
 

Credit Analysis Fundamentals
Course Format: Classroom
Credit provides the funds to keep businesses and the economy growing. Without credit, many businesses would suffer severe financial problems or simply would not exist. Understanding the objectives and stages of the credit evaluation process allows borrowers to prepare and submit more successful applications for credit and for lenders to better manage relationships with their business customers....
 

Unit Trust Administration
Course Format: Classroom
With over $1 trillion invested in managed funds, the Australian funds management sector is the largest in the world on a per capita basis. Being an important source of capital for financial markets, efficient and accurate administration of the underlying structures and unit trusts is crucial. This course provides an outline of the legislative and regulatory environment in which unit trusts ope...
 

Funds Management Markets and Products
Course Format: Classroom
With over nine million Australians investing through managed funds, $1 trillion in funds under management and simpler superannuation encouraging even faster growth, the Australian funds management industry is the largest in the world on a per capita basis. However, with hundreds of managed products available, the industry can be bewildering for new entrants learning about the industry and how t...
 

Banking in Australia
Course Format: Classroom
The Australian banking sector dominates the Australian financial system with large Australian banks accounting for 70% of total banking sector assets. Regional banks have grown in importance, and along with non-bank lenders, finance companies, credit unions and foreign banks, compete for business traditionally in the domain of the large banks. As the population ages and banks look to diversify ...
 

Mortgage Industry Induction
Course Format: Classroom
The mortgage industry has developed dramatically in the past decade to become a vital and dynamic part of the Australian financial services landscape. It now spans a range of non-bank lenders all competing for business through constant innovation and offering new products and services to customers. Over 8,000 mortgage brokers operate around the country, which together with numerous other parti...
 

SMSF
Course Format: Classroom
Our SMSF program contains eight modules that teach you the core fundamentals of self-managed superannuation funds and beyond. The program helps you to identify appropriate strategies and apply relevant regulations to unique client situations. Module 1: Introduction to Self Managed Super Funds On successful completion of this module, you should be able to: 􀂃 Describe the purpose of superan...
 

School: Gryphon Learning Pty Ltd
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Fundamental & Ratio Analysis
Course Format: Online
The objective of Fundamental and Ratio Analysis is to empower the investors & traders to better understand how to utilize ratios and ratio tables. Understanding ratios and ratio tables will allow the extraction of information that can be used to conduct fundamental analysis which can then be applied to analyzing different trading strategies and techniques
 

School: Financial Essentials Pty Ltd
[All Courses]

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 ...
 

School: Australian Institute of Management NSW & ACT
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Project Management Fundamentals
Course Format: Classroom
For those new to project management this program provides a foundation to understanding project management and is suitable for those involved in low value, low risk projects, or multiple, independent projects. The content covers an overview of the project management lifecycle, functions essential to successful project management and common project managment terminology and concepts. A variety...
 

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