Financial Planning Skills

Course Overview

Financial Planning Skills is advisers who wish to upgrade their qualifications so as to be able to provide personal advice.

Successful completion of this course provides partial recognition towards the nationally recognised qualification of the Diploma of Financial Services (Financial Planning) (Classroom - FNS50804 and Distance FNS50804-O).

Total Learning Time

1 day (plus pre-reading)

2007 Financial Services Industry Benchmarking Report

Click here to receive a copy of the 2007 Financial Services Industry Benchmarking Report

Delivery Method

Class room – Customised training sessions, small active-learning classes Australia-wide

This course can also be completed via Distance Education – Start any-time, business hours telephone and 7 days a week email support.

Modules

Module

Content

Advisory Process  

7 steps of Financial Advice

• Step 1. Establish client relationship
• Step 2. Identify the client’s general advice needs  
• Advisory Skills
• Step 2. Identify the client’s personal advice needs, goals and expectations
• Step 3. Research and analyse client situation
• Step 4. Develop SoA detailing recommendations
• Step 5. Present advice, negotiate and seek agreement
• Step 6. Implement agreed plan
• Step 7. Provide ongoing service as requested
   

Customised Training

PS 146 Training Australia can offer your organisation customised solutions to suit your industry and financial services product.

We are able to customise a course to suit many different applications:

• Staff induction programmes and training
• New financial product training and development
• Short "refresher" courses available for Executives
• Recruitment training and testing
• Online, one-on-one tutoring through to classroom sized delivery
• We have training facilities available Australia-wide in all mainland capital cities
• We can deliver the training onsite delivery or at our purpose-built training facilities

If you would like a specific course customised to suit your individual requirements, do not hesitate to contact us or call  +612 9249 3300 and discuss your specific requirements with a Training Consultant.